We are live on ! Find out more
USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
801
Radnor Capital Management
Pennsylvania
$485K +$144K +1,932 +45%
GC
802
Gibson Capital
Pennsylvania
$484K – – –
ABC
803
Associated Banc-Corp
Wisconsin
$482K – – –
PPWM
804
PFG Private Wealth Management
Florida
$478K – – –
LF
805
LifeSteps Financial
California
$477K +$2.61K +35 +0.6%
BFG
806
Bleakley Financial Group
New Jersey
$475K +$36.4K +488 +9%
TPWA
807
TRUE Private Wealth Advisors
Oregon
$473K -$461K -6,176 -50%
ARC
808
Advisor Resource Council
Texas
$473K -$673K -9,020 -60%
SC
809
Sinecera Capital
Texas
$471K +$1.64K +22 +0.4%
CFO
810
Collective Family Office
Pennsylvania
$466K -$48.1K -644 -10%
APIM
811
Agate Pass Investment Management
Washington
$465K – – –
PL
812
Parthenon LLC
Kentucky
$465K +$6.64K +89 +2%
GAM
813
GEM Asset Management
Michigan
$464K +$6.12K +82 +1%
BAM
814
Belpointe Asset Management
Nevada
$464K +$177K +2,377 +67%
PWP
815
Phillips Wealth Planners
Mississippi
$464K +$10K +134 +2%
HCA
816
Heck Capital Advisors
Wisconsin
$463K +$746 +10 +0.2%
HSA
817
HBK Sorce Advisory
Pennsylvania
$462K +$26K +348 +6%
FA
818
Fermata Advisors
California
$461K +$26.4K +354 +6%
LC
819
LCNB Corp
Ohio
$460K -$39.2K -525 -8%
AT
820
Avalon Trust
New Mexico
$460K – – –
BW
821
Bison Wealth
Georgia
$457K +$1.49K +20 +0.3%
SWA
822
SFMG Wealth Advisors
Texas
$456K – – –
GJIA
823
Glass Jacobson Investment Advisors
Maryland
$454K – – –
DCM
824
Donaldson Capital Management
Indiana
$453K – – –
CCM
825
Cox Capital Management
Massachusetts
$452K +$16.3K +219 +4%
31 32
33
34 35