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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
851
TownSquare Capital
Utah
$208K +$202K +2,790 New
RG
852
Retirement Group
California
$206K -$45K -623 -18%
BZWA
853
Blue Zone Wealth Advisors
California
$206K +$202K +2,798 New
PCP
854
Proficio Capital Partners
Massachusetts
$206K +$202K +2,800 New
AFM
855
Andesa Financial Management
Pennsylvania
$205K +$200K +2,769 New
MCM
856
Maryland Capital Management
Maryland
$204K +$200K +2,766 New
MIM
857
MTM Investment Management
South Carolina
$203K – – –
KIG
858
Kowal Investment Group
Wisconsin
$202K -$83.9K -1,162 -30%
BRWM
859
B. Riley Wealth Management
Tennessee
$202K +$198K +2,745 New
SAM
860
Strategy Asset Managers
California
$202K +$199K +2,750 New
CWG
861
Cornerstone Wealth Group
North Carolina
$201K +$195K +2,696 New
BL
862
Balentine LLC
Georgia
$198K +$26.2K +362 +16%
EWM
863
Evermay Wealth Management
Virginia
$189K +$185K +2,561 New
ZB
864
Zions Bancorporation
Utah
$170K +$167K +2,305 New
BHWM
865
Bay Harbor Wealth Management
Maryland
$168K -$796K -11,019 -83%
SFA
866
Semmax Financial Advisors
North Carolina
$165K – – –
HS
867
Horan Securities
United States
$152K +$217 +3 +0.1%
FFA
868
Freedman Financial Associates
Massachusetts
$147K – – –
TCOV
869
Trust Company of Vermont
Vermont
$143K -$22.9K -317 -14%
AIM
870
Anchor Investment Management
South Carolina
$139K +$289 +4 +0.2%
SMG
871
Spectrum Management Group
Indiana
$138K -$1.59M -21,992 -92%
TSW
872
Thompson Siegel & Walmsley
Virginia
$134K – – –
HWM
873
Holloway Wealth Management
Florida
$131K – – –
OC
874
Oakworth Capital
Alabama
$120K – – –
WT
875
Washington Trust
Rhode Island
$116K -$7.22K -100 -6%
33 34
35
36 37