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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
APIM
801
Agate Pass Investment Management
Washington
$524K -$38K -400 -7%
CTI
802
Community Trust & Investment
Kentucky
$523K – – –
LWA
803
LifeGoal Wealth Advisors
New York
$523K +$514K +5,420 New
RWP
804
RWA Wealth Partners
Massachusetts
$521K -$22.5M -236,597 -98%
OAP
805
One Advisory Partners
Kansas
$519K -$67K -706 -12%
SIS
806
Sound Income Strategies
Florida
$519K +$269K +2,837 +112%
WB
807
WesBanco Bank
West Virginia
$517K – – –
GC
808
Gibson Capital
Pennsylvania
$516K – – –
EWM
809
Evermay Wealth Management
Virginia
$515K – – –
WTC
810
WhitTier Trust Company
Nevada
$514K – – –
SFB
811
STAR Financial Bank
Indiana
$511K – – –
OWCM
812
One Wealth Capital Management
Arizona
$511K +$135K +1,421 +37%
KWM
813
Kingsman Wealth Management
Florida
$511K +$1.61K +17 +0.3%
CWP
814
Concord Wealth Partners
Virginia
$509K -$37.1K -391 -7%
GGS
815
Galvin Gaustad & Stein
Arizona
$505K +$1.71K +18 +0.3%
PWW
816
Pettyjohn Wood & White
Virginia
$501K -$6.74K -71 -1%
WIM
817
Wiregrass Investment Management
Georgia
$501K +$493K +5,195 New
TCOTS
818
Trust Company of the South
North Carolina
$501K – – –
LF
819
LifeSteps Financial
California
$500K -$60.5K -637 -11%
PGFC
820
Peapack-Gladstone Financial Corp
New Jersey
$500K – – –
VAG
821
VisionPoint Advisory Group
Texas
$499K +$82.5K +869 +20%
NRC
822
New Republic Capital
North Carolina
$498K +$664 +7 +0.1%
LC
823
LCNB Corp
Ohio
$497K – – –
OFG
824
Opulen Financial Group
Virginia
$496K +$664 +7 +0.1%
GC
825
Guidance Capital
Kentucky
$494K – – –
31 32
33
34 35