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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
926
Private Capital Group
Connecticut
$25K -$109K -1,513 -82%
SSB
927
Sandy Spring Bank
Maryland
$25K -$10.8K -150 -30%
SIM
928
Sonora Investment Management
Arizona
$25K – – –
RDWM
929
Red Door Wealth Management
Tennessee
$24K +$24.5K +339 New
BWP
930
Baldwin Wealth Partners
Massachusetts
$23K – – –
EWA
931
Evolution Wealth Advisors
Florida
$22K – – –
PAI
932
Pittenger & Anderson Inc
Nebraska
$20K -$11.6K -160 -37%
IF
933
Ironwood Financial
Arizona
$20K – – –
ME
934
McIlrath & Eck
Washington
$20K – – –
TCM
935
Tradewinds Capital Management
Washington
$19K -$1.3K -18 -6%
EWM
936
Edge Wealth Management
New York
$19K – – –
HCC
937
Hirtle Callaghan & Co
Pennsylvania
$19K – – –
RCA
938
Ranch Capital Advisors
Florida
$19K – – –
SPWG
939
Sage Private Wealth Group
Illinois
$19K – – –
AP
940
Atwood & Palmer
Missouri
$15K – – –
CDIA
941
Capital Directions Investment Advisors
Georgia
$15K +$15K +207 New
CHC
942
City Holding Co
West Virginia
$14K +$13.9K +192 New
BBL
943
Beck Bode LLC
Massachusetts
$14K +$13.9K +193 New
AW
944
Avion Wealth
Texas
$12K – – –
FA
945
Fortis Advisors
Pennsylvania
$11K -$1.59K -22 -13%
SCA
946
Stonebridge Capital Advisors
Minnesota
$11K – – –
GFPC
947
Global Financial Private Client
Florida
$10.5K -$23.9K -331 -70%
RIA
948
RPG Investment Advisory
California
$10K +$72 +1 +0.8%
TCWA
949
Ten Capital Wealth Advisors
Washington
$8K – – –
BWM
950
Baystate Wealth Management
Massachusetts
$7K -$41.7K -577 -85%
36 37
38
39 40