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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
801
Capital Planning Advisors
California
$209K – – –
AP
802
Advisor Partners
California
$209K +$201K +3,132 New
BCM
803
BTR Capital Management
California
$208K – – –
MWA
804
Martel Wealth Advisors
Washington
$205K -$1.16K -18 -0.6%
HW
805
Hancock Whitney
Mississippi
$205K +$200K +3,120 New
FC
806
FCA Corp
Texas
$204K +$200K +3,107 New
LWA
807
LWS Wealth Advisors
New Jersey
$202K +$198K +3,086 New
SWM
808
SeaCrest Wealth Management
New York
$201K +$197K +3,062 New
SPL
809
Smart Portfolios LLC
Washington
$200K +$196K +3,053 New
SAM
810
Strategy Asset Managers
California
$200K +$196K +3,054 New
PP
811
PDS Planning
Ohio
$184K -$94.3K -1,468 -34%
TL
812
TrueWealth LLC
Georgia
$184K – – –
CCM
813
Covington Capital Management
California
$182K – – –
SFA
814
Semmax Financial Advisors
North Carolina
$181K -$36.1K -562 -17%
HNB
815
Huntington National Bank
Ohio
$172K – – –
PO
816
Private Ocean
California
$151K -$47.9K -746 -25%
MWP
817
MYCIO Wealth Partners
Pennsylvania
$146K -$193 -3 -0.1%
MPWT
818
MassMutual Private Wealth & Trust
Connecticut
$143K +$5.59K +87 +4%
PCA
819
Providence Capital Advisors
North Carolina
$141K -$19.9K -310 -13%
APW
820
Acima Private Wealth
Virginia
$140K – – –
WEC
821
Winslow Evans & Crocker
Massachusetts
$134K +$15K +234 +13%
SL
822
Savior LLC
Massachusetts
$124K +$121K +1,888 New
SBSB
823
Sullivan, Bruyette, Speros & Blaney
Virginia
$122K -$30.1K -469 -20%
MA
824
MUFG Americas
New York
$121K – – –
TSW
825
Thompson Siegel & Walmsley
Virginia
$120K – – –
31 32
33
34 35