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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
826
Wealthspire Advisors (New York)
New York
$394K +$57.6K +772 +17%
CTI
827
Community Trust & Investment
Kentucky
$393K – – –
WWMSC
828
Wagner Wealth Management (South Carolina)
South Carolina
$391K – – –
DP
829
Denver PWM
Colorado
$388K -$36.2K -485 -8%
AP
830
Appleton Partners
Massachusetts
$385K -$27.6K -370 -6%
SF
831
Symphony Financial
Texas
$384K -$16.3K -218 -4%
SRWM
832
Shira Ridge Wealth Management
California
$381K -$7.98K -107 -2%
AWA
833
Arete Wealth Advisors
Illinois
$379K -$405K -5,431 -51%
AWM
834
Atticus Wealth Management
Florida
$371K -$94.8K -1,272 -20%
IWN
835
Independent Wealth Network
Iowa
$368K +$18.3K +245 +5%
GA
836
Gateway Advisory
New Jersey
$367K -$21.9K -294 -5%
DAM
837
Derbend Asset Management
Georgia
$367K +$141K +1,894 +60%
GBT
838
Grove Bank & Trust
Florida
$364K +$2.39K +32 +0.6%
SCA
839
Sage Capital Advisors
South Dakota
$363K – – –
NIC
840
Northwest Investment Counselors
Oregon
$362K – – –
SCM
841
Shelton Capital Management
Colorado
$362K – – –
RCG
842
Resource Consulting Group
Florida
$362K -$5.22K -70 -1%
TA
843
TFB Advisors
Kansas
$360K +$85.8K +1,151 +30%
PGFC
844
Peapack-Gladstone Financial Corp
New Jersey
$359K – – –
AC
845
Avestar Capital
New York
$357K +$58.2K +780 +19%
SFG
846
Sage Financial Group
Pennsylvania
$356K – – –
CFA
847
Cahill Financial Advisors
Minnesota
$354K -$477K -6,393 -57%
MMM
848
Mendel Money Management
Illinois
$354K +$25.6K +344 +8%
OFG
849
Oxford Financial Group
Indiana
$353K -$156K -2,090 -30%
FCI
850
Financial Counselors Inc
Kansas
$352K +$35.6K +477 +11%
32 33
34
35 36