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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
926
Simon Quick Advisors
New Jersey
$219K -$128K -1,749 -37%
TI
927
Truepoint Inc
Ohio
$218K – – –
WH
928
Willner & Heller
California
$217K +$1.46K +20 +0.6%
TPA
929
Trivium Point Advisory
Connecticut
$216K -$3.29M -44,955 -94%
PWA
930
Peterson Wealth Advisors
Utah
$215K – – –
WA
931
WESPAC Advisors
California
$215K +$224K +3,056 New
LCM
932
LVM Capital Management
Michigan
$212K +$221K +3,017 New
BPWM
933
Badgley Phelps Wealth Managers
Washington
$211K – – –
SCA
934
Sandy Cove Advisors
Massachusetts
$211K – – –
RFA
935
Resurgent Financial Advisors
Georgia
$211K +$25.9K +354 +13%
HCA
936
Harbour Capital Advisors
Virginia
$207K -$76.9K -1,050 -26%
V
937
Veritable
Delaware
$207K – – –
RC
938
RegentAtlantic Capital
New Jersey
$207K +$215K +2,943 New
LWP
939
Lumature Wealth Partners
Georgia
$206K -$70.8K -967 -25%
SHWM
940
Silicon Hills Wealth Management
Texas
$206K – – –
GT
941
Glenview Trust
Kentucky
$205K – – –
SWM
942
SeaCrest Wealth Management
New York
$204K -$41K -560 -16%
AWS
943
Arkfeld Wealth Strategies
Nebraska
$202K +$732 +10 +0.4%
SCFS
944
S.C. Financial Services
Arizona
$201K -$75.5K -1,031 -26%
BZWA
945
Blue Zone Wealth Advisors
California
$201K +$4.68K +64 +2%
TCOV
946
Trust Company of Vermont
Vermont
$200K +$586 +8 +0.3%
BBHC
947
Brown Brothers Harriman & Co
New York
$199K – – –
HS
948
Horan Securities
United States
$197K +$35.4K +483 +21%
MIM
949
MTM Investment Management
South Carolina
$196K – – –
WWM
950
Wolff Wiese Magana
California
$189K – – –
36 37
38
39 40