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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
826
Rain Capital Management
Oregon
$423K -$212K -2,734 -34%
PMG
827
ProVise Management Group
Florida
$422K -$82.5K -1,065 -17%
BCMO
828
Buckingham Capital Management (Ohio)
Ohio
$420K -$16.3K -211 -4%
GSIS
829
Global Strategic Investment Solutions
Arizona
$417K +$2.87K +37 +0.7%
OFG
830
Oxford Financial Group
Indiana
$415K -$96.2K -1,242 -19%
MWM
831
Mission Wealth Management
California
$415K -$18.6K -240 -4%
PA
832
Pinnacle Associates
New York
$412K -$73.9K -955 -16%
MFM
833
Mirsky Financial Management
New York
$409K -$4.41K -57 -1%
GBT
834
Grove Bank & Trust
Florida
$405K – – –
SCM
835
Shelton Capital Management
Colorado
$405K – – –
MA
836
MUFG Americas
New York
$404K +$195K +2,520 +102%
SFA
837
Sequoia Financial Advisors
Ohio
$404K +$386K +4,991 New
APIM
838
Agate Pass Investment Management
Washington
$404K +$387K +4,994 New
SB
839
Sunflower Bank
Texas
$402K – – –
SAM
840
Strategic Asset Management
Minnesota
$402K +$250K +3,225 +184%
SF
841
Summit Financial
New Jersey
$402K – – –
FFWM
842
Future Financial Wealth Management
Ohio
$397K -$113K -1,453 -23%
LWP
843
Lumature Wealth Partners
Georgia
$397K -$52.1K -673 -12%
AA
844
Aire Advisors
California
$395K +$378K +4,885 New
RPWA
845
Regent Peak Wealth Advisors
Georgia
$392K -$9.83K -127 -3%
SLWA
846
San Luis Wealth Advisors
California
$392K +$21.9K +283 +6%
VVP
847
Venture Visionary Partners
Ohio
$391K +$66.1K +854 +21%
3LCM
848
3D/L Capital Management
Connecticut
$391K +$93.5K +1,208 +33%
CAWM
849
Capital Advisors Wealth Management
Washington
$389K +$372K +4,806 New
MAM
850
MMA Asset Management
Pennsylvania
$389K +$372K +4,806 New
32 33
34
35 36