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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
826
Richardson Financial Services
Massachusetts
$511K -$51.1K -555 -9%
OAS
827
Optivise Advisory Services
Tennessee
$511K -$920 -10 -0.2%
BI
828
Berkeley Inc
Idaho
$510K -$108K -1,174 -18%
USCWA
829
U.S. Capital Wealth Advisors
Texas
$508K -$1.38K -15 -0.3%
CTI
830
Community Trust & Investment
Kentucky
$508K – – –
LC
831
LCNB Corp
Ohio
$506K – – –
HCA
832
Heck Capital Advisors
Wisconsin
$505K -$10.6M -115,138 -96%
PAWA
833
Palo Alto Wealth Advisors
California
$503K +$1.75K +19 +0.3%
LFG
834
Larson Financial Group
Missouri
$501K -$21.9K -238 -4%
EWM
835
Evermay Wealth Management
Virginia
$500K -$15.3K -166 -3%
GJIA
836
Glass Jacobson Investment Advisors
Maryland
$499K – – –
GT
837
Greenleaf Trust
Michigan
$499K +$172K +1,874 +54%
WTC
838
WhitTier Trust Company
Nevada
$499K – – –
WB
839
Webster Bank
Connecticut
$498K – – –
SWM
840
Silverlake Wealth Management
Vermont
$494K +$41.4K +450 +9%
SCA
841
Sage Capital Advisors
South Dakota
$489K +$1.29K +14 +0.3%
LSA
842
Lion Street Advisors
Texas
$486K +$259K +2,809 +118%
BFG
843
Berger Financial Group
Minnesota
$486K -$216K -2,345 -31%
KFS
844
Kelly Financial Services
Massachusetts
$484K +$232K +2,520 +95%
CTA
845
Chesley Taft & Associates
Illinois
$484K – – –
ACM
846
AlphaStar Capital Management
North Carolina
$481K -$276 -3 -0.1%
O3W
847
Omni 360 Wealth
New Jersey
$481K -$3.87K -42 -0.8%
PJSIMP
848
P.J. Schmidt Investment Management (PJS)
Wisconsin
$481K -$3.59K -39 -0.8%
WA
849
Wealth Alliance
New York
$480K +$471K +5,122 New
FWM
850
Foguth Wealth Management
Michigan
$479K -$13.7K -149 -3%
32 33
34
35 36