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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
901
Cadence Bank
Mississippi
$297K -$65.9K -817 -19%
AFP
902
Ausdal Financial Partners
Iowa
$296K -$61.6K -764 -18%
MSCM
903
McElhenny Sheffield Capital Management
Texas
$295K -$14.1K -175 -5%
PPP
904
Private Portfolio Partners
New Jersey
$295K – – –
ACP
905
Aveo Capital Partners
Colorado
$294K -$257K -3,191 -47%
BZWA
906
Blue Zone Wealth Advisors
California
$294K +$4.84K +60 +2%
QCM
907
QRG Capital Management
Illinois
$291K +$281K +3,482 New
DWM
908
Destination Wealth Management
California
$290K – – –
OCM
909
Orion Capital Management
California
$290K -$354K -4,383 -56%
WP
910
WealthPLAN Partners
Nebraska
$288K -$374K -4,633 -57%
SOS
911
Silver Oak Securities
Tennessee
$287K -$135K -1,674 -33%
RWM
912
Rockwood Wealth Management
Pennsylvania
$286K – – –
WA
913
Wealth Alliance
New York
$285K -$1.93M -23,887 -88%
RW
914
Rockport Wealth
Ohio
$283K +$274K +3,390 New
JF
915
JSF Financial
California
$283K -$4.2K -52 -2%
IGWM
916
ICA Group Wealth Management
Colorado
$280K -$28.8K -357 -10%
EFG
917
Erickson Financial Group
Pennsylvania
$277K – – –
NWA
918
New World Advisors
Massachusetts
$277K +$268K +3,317 New
HS
919
Horan Securities
United States
$276K +$33.8K +419 +15%
DAM
920
Derbend Asset Management
Georgia
$274K -$9.68K -120 -4%
SP
921
Successful Portfolios
Florida
$272K -$6.29K -78 -2%
SW
922
Solidarity Wealth
Utah
$270K – – –
PP
923
Patten & Patten
Tennessee
$269K – – –
MHR
924
Matthew Hamilton Rosenberg
$269K -$484 -6 -0.2%
SFP
925
Sandbox Financial Partners
Maryland
$268K +$7.75K +96 +3%
35 36
37
38 39