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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
901
Eaton Vance Management
Massachusetts
$73K +$71.7K +1,060 New
PMFA
902
Plante Moran Financial Advisors
Michigan
$71K -$229K -3,385 -77%
FA
903
Financial Advantage
Maryland
$69K – – –
RIM
904
Rockbridge Investment Management
New York
$69K – – –
CHA
905
Carmichael Hill & Associates
Maryland
$62K -$21.6K -320 -26%
FP
906
Fiduciary Planning
Florida
$62K +$203 +3 +0.3%
JFA
907
JNBA Financial Advisors
Minnesota
$59K – – –
HI
908
Hoey Investments
Pennsylvania
$59K +$57.9K +856 New
CT
909
Caldwell Trust
Florida
$55.4K – – –
HPC
910
HM Payson & Co
Maine
$54K – – –
TC
911
Truvestments Capital
Florida
$54K – – –
EWM
912
Endurance Wealth Management
Rhode Island
$53K – – –
VNA
913
Valley National Advisers
Pennsylvania
$52K +$11.5K +170 +30%
ST
914
Smithfield Trust
Pennsylvania
$51K – – –
SWM
915
Selective Wealth Management
Virginia
$49K – – –
KTC
916
Kistler-Tiffany Companies
Pennsylvania
$49K +$135 +2 +0.3%
PWM
917
Prentice Wealth Management
New York
$49K +$47.7K +705 New
ADIM
918
Alpha DNA Investment Management
Maryland
$48K -$10.3K -152 -18%
CFO
919
CVA Family Office
Colorado
$48K – – –
LB
920
Legacy Bridge
Iowa
$47K -$45.9K -679 -50%
BWM
921
Baystate Wealth Management
Massachusetts
$47K -$6.49K -96 -12%
KFI
922
Key Financial Inc
Pennsylvania
$46K +$2.5K +37 +6%
GAM
923
Grandview Asset Management
Pennsylvania
$44K +$42.6K +630 New
AFS
924
Annapolis Financial Services
Maryland
$42K – – –
QT
925
Quantbot Technologies
New York
$41K +$40.6K +600 New
35 36
37
38 39