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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
801
Wilmington Savings Fund Society
Delaware
$553K +$644 +7 +0.1%
WB
802
Webster Bank
Connecticut
$553K +$52.4K +570 +11%
GC
803
Gibson Capital
Pennsylvania
$552K – – –
CWP
804
Concord Wealth Partners
Virginia
$551K +$25.9K +281 +5%
CAMV
805
Concord Asset Management (Virginia)
Virginia
$551K +$304K +3,308 +129%
GAM
806
GEM Asset Management
Michigan
$550K – – –
JC
807
JB Capital
Connecticut
$550K +$285K +3,097 +112%
APIM
808
Agate Pass Investment Management
Washington
$547K -$12.1K -132 -2%
ELI
809
Empire Life Investments
Ontario, Canada
$544K -$2.45M -26,600 -82%
RFS
810
Richardson Financial Services
Massachusetts
$537K +$22.5K +244 +4%
KWM
811
Kingsman Wealth Management
Florida
$536K +$1.84K +20 +0.4%
BMWS
812
Brady Martz Wealth Solutions
North Dakota
$532K +$521K +5,664 New
SFPG
813
Stonebridge Financial Planning Group
Florida
$530K -$55.4K -602 -10%
NHT
814
New Hampshire Trust
New Hampshire
$530K – – –
LSA
815
Lion Street Advisors
Texas
$530K +$41.5K +451 +9%
NRC
816
New Republic Capital
North Carolina
$529K +$552 +6 +0.1%
CT
817
Colonial Trust
South Carolina
$528K +$347K +3,775 +204%
GJIA
818
Glass Jacobson Investment Advisors
Maryland
$528K – – –
MMM
819
Mendel Money Management
Illinois
$528K +$5.61K +61 +1%
GCM
820
Gallacher Capital Management
Colorado
$526K -$9.2K -100 -2%
EMCIP
821
Ewing Morris & Co Investment Partners
Ontario, Canada
$526K +$55.2K +600 +12%
GG
822
Greenwood Gearhart
Arkansas
$525K – – –
FAM
823
Forte Asset Management
New York
$523K – – –
HSWS
824
Higgins & Schmidt Wealth Strategies
Colorado
$523K -$161K -1,752 -24%
APW
825
Austin Private Wealth
Texas
$522K -$160K -1,741 -24%
31 32
33
34 35