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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
801
Cypress Wealth Services
California
$525K -$184K -1,936 -26%
APIM
802
Agate Pass Investment Management
Washington
$524K -$38K -400 -7%
CTI
803
Community Trust & Investment
Kentucky
$523K – – –
LWA
804
LifeGoal Wealth Advisors
New York
$523K +$514K +5,420 New
RWP
805
RWA Wealth Partners
Massachusetts
$521K -$22.5M -236,597 -98%
OAP
806
One Advisory Partners
Kansas
$519K -$67K -706 -12%
SIS
807
Sound Income Strategies
Florida
$519K +$269K +2,837 +112%
WB
808
WesBanco Bank
West Virginia
$517K – – –
GC
809
Gibson Capital
Pennsylvania
$516K – – –
EWM
810
Evermay Wealth Management
Virginia
$515K – – –
WTC
811
WhitTier Trust Company
Nevada
$514K – – –
SFB
812
STAR Financial Bank
Indiana
$511K – – –
OWCM
813
One Wealth Capital Management
Arizona
$511K +$135K +1,421 +37%
KWM
814
Kingsman Wealth Management
Florida
$511K +$1.61K +17 +0.3%
CWP
815
Concord Wealth Partners
Virginia
$509K -$37.1K -391 -7%
GGS
816
Galvin Gaustad & Stein
Arizona
$505K +$1.71K +18 +0.3%
PWW
817
Pettyjohn Wood & White
Virginia
$501K -$6.74K -71 -1%
WIM
818
Wiregrass Investment Management
Georgia
$501K +$493K +5,195 New
TCOTS
819
Trust Company of the South
North Carolina
$501K – – –
LF
820
LifeSteps Financial
California
$500K -$60.5K -637 -11%
PGFC
821
Peapack-Gladstone Financial Corp
New Jersey
$500K – – –
VAG
822
VisionPoint Advisory Group
Texas
$499K +$82.5K +869 +20%
NRC
823
New Republic Capital
North Carolina
$498K +$664 +7 +0.1%
LC
824
LCNB Corp
Ohio
$497K – – –
OFG
825
Opulen Financial Group
Virginia
$496K +$664 +7 +0.1%
31 32
33
34 35