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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
801
Denver PWM
Colorado
$427K -$81 -1 -0%
LA
802
LM Advisors
California
$421K – – –
NIC
803
Northwest Investment Counselors
Oregon
$418K – – –
SCM
804
Shelton Capital Management
Colorado
$418K – – –
SC
805
Savant Capital
Illinois
$418K -$48.2K -597 -11%
CCM
806
Crabel Capital Management
California
$418K -$342K -4,234 -46%
OWM
807
OneAscent Wealth Management
Alabama
$418K -$4.2K -52 -1%
VVP
808
Venture Visionary Partners
Ohio
$413K +$9.04K +112 +2%
AB
809
Atlas Brown
Kentucky
$413K +$90.8K +1,125 +29%
KDA
810
Kraft Davis & Associates
Missouri
$408K -$32K -396 -7%
OSAM
811
O'Shaughnessy Asset Management
Connecticut
$408K +$83.3K +1,033 +27%
CWM
812
Connecticut Wealth Management
Connecticut
$408K +$394K +4,881 New
SFA
813
Sequoia Financial Advisors
Ohio
$406K +$73.7K +914 +23%
TSS
814
Two Sigma Securities
New York
$398K +$19.1K +237 +5%
TWP
815
Tempus Wealth Planning
California
$397K -$36.7K -455 -9%
LA
816
Latitude Advisors
Florida
$397K -$27.1K -336 -7%
SW
817
SlateStone Wealth
Florida
$395K +$403 +5 +0.1%
FCIM
818
Fairview Capital Investment Management
California
$395K – – –
MAM
819
MMA Asset Management
Pennsylvania
$395K – – –
AWS
820
Arkfeld Wealth Strategies
Nebraska
$392K +$45.1K +559 +13%
EFG
821
Ehrlich Financial Group
California
$392K -$1.3M -16,113 -77%
TI
822
Trexquant Investment
Connecticut
$390K +$376K +4,664 New
WHCI
823
W.H. Cornerstone Investments
Massachusetts
$389K -$140K -1,733 -27%
TFA
824
Teamwork Financial Advisors
Texas
$384K +$371K +4,600 New
SFG
825
Sage Financial Group
Pennsylvania
$384K -$26.2K -325 -7%
31 32
33
34 35