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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
876
Avalon Trust
New Mexico
$360K -$138K -1,500 -27%
SWM
877
Stark Wealth Management
Pennsylvania
$358K +$370K +4,034 New
FFA
878
Founders Financial Alliance
North Carolina
$358K -$36.7K -400 -9%
VT
879
Vise Technologies
New York
$356K +$368K +4,014 New
CWS
880
Confluence Wealth Services
Pennsylvania
$356K -$3.36M -36,597 -90%
MCWS
881
McKinley Carter Wealth Services
West Virginia
$356K -$66.5K -725 -15%
FC
882
FCA Corp
Texas
$356K +$550 +6 +0.1%
G
883
GenTrust
Florida
$353K +$18.3K +200 +5%
DWM
884
Diversify Wealth Management
Utah
$353K +$71.3K +777 +24%
HPC
885
Hobart Private Capital
North Carolina
$352K -$10.6K -115 -3%
SCA
886
Southern Capital Advisors
Tennessee
$351K +$1.74K +19 +0.5%
CTFG
887
Capstone Triton Financial Group
Oklahoma
$349K – – –
BL
888
Balentine LLC
Georgia
$348K +$1.38K +15 +0.4%
APWM
889
Anchor Pointe Wealth Management
Missouri
$348K +$360K +3,927 New
TIM
890
Thompson Investment Management
Wisconsin
$347K +$359K +3,911 New
HW
891
Hancock Whitney
Mississippi
$347K +$359K +3,910 New
BCM
892
Bourgeon Capital Management
Connecticut
$346K – – –
JWA
893
JFS Wealth Advisors
Pennsylvania
$346K – – –
GS
894
GWN Securities
Florida
$345K +$349K +3,799 New
SAM
895
Silvercrest Asset Management
New York
$345K +$1.65K +18 +0.5%
DWM
896
Destination Wealth Management
California
$343K +$32.1K +350 +10%
PA
897
Pinnacle Associates
New York
$343K +$83.4K +909 +31%
MWM
898
Merriman Wealth Management
Washington
$343K – – –
SW
899
SlateStone Wealth
Florida
$342K +$459 +5 +0.1%
WT
900
Washington Trust
Rhode Island
$342K -$20.8K -227 -6%
34 35
36
37 38