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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
926
Beaumont Financial Advisors
Massachusetts
$365K +$13.2K +139 +4%
SJL
927
Shayne & Jacobs LLC
Tennessee
$365K – – –
CWM
928
Clearview Wealth Management
California
$364K – – –
CTFG
929
Capstone Triton Financial Group
Oklahoma
$364K -$354K -3,732 -50%
G
930
GenTrust
Florida
$364K -$54.8K -577 -13%
RFA
931
Register Financial Advisors
Georgia
$364K +$2.66K +28 +0.7%
VIP
932
Value Investment Professionals
New York
$363K +$357K +3,762 New
JGCM
933
Joseph Group Capital Management
Ohio
$360K -$9.78K -103 -3%
AWM
934
Apex Wealth Management
New Hampshire
$359K -$28.3K -298 -7%
1SB
935
1ST Source Bank
Indiana
$358K -$70.3K -741 -17%
EI
936
EFG International
$358K +$83.1K +876 +31%
ABC
937
Associated Banc-Corp
Wisconsin
$357K -$19.6K -206 -5%
ABLA
938
Alan B. Lancz & Associates
Ohio
$357K – – –
VW
939
Vantus Wealth
Pennsylvania
$355K +$350K +3,683 New
BAAM
940
Baker Avenue Asset Management
California
$352K +$347K +3,653 New
RP
941
Rowlandmiller & Partners
Georgia
$350K – – –
MSCM
942
McElhenny Sheffield Capital Management
Texas
$349K -$2.85K -30 -0.8%
CFGW
943
Chancellor Financial Group WB
Pennsylvania
$349K – – –
BW
944
Balance Wealth
Ohio
$349K -$137K -1,443 -29%
FWA
945
FORM Wealth Advisors
Wisconsin
$348K -$610K -6,424 -64%
HWM
946
Horizon Wealth Management
Illinois
$348K -$135K -1,420 -28%
TY
947
Titiun Yejiel
$348K – – –
SFO
948
Stokes Family Office
Louisiana
$347K -$37K -390 -10%
FA
949
Fermata Advisors
California
$346K -$6.83K -72 -2%
UWP
950
Uniting Wealth Partners
Kansas
$346K +$6.17K +65 +2%
36 37
38
39 40