We are live on ! Find out more
USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
926
Truepoint Inc
Ohio
$283K – – –
DWP
927
Daymark Wealth Partners
Ohio
$283K +$273K +3,096 New
FF
928
Fluent Financial
Texas
$282K – – –
LF
929
Lantz Financial
Illinois
$281K – – –
ESB
930
Essex Savings Bank
Connecticut
$281K -$2.65K -30 -1%
WFAG
931
Worth Financial Advisory Group
North Carolina
$281K +$970 +11 +0.4%
AA
932
Aire Advisors
California
$280K +$353 +4 +0.1%
RWM
933
Rockwood Wealth Management
Pennsylvania
$278K -$30.9K -351 -10%
KIA
934
KCM Investment Advisors
California
$276K -$7.05K -80 -3%
TWP
935
Tempus Wealth Planning
California
$274K -$44.5K -505 -14%
JWBC
936
J.W. Burns & Co
New York
$274K -$17.6K -200 -6%
TSS
937
Two Sigma Securities
New York
$274K +$264K +2,998 New
IA
938
Insight Advisors
Pennsylvania
$273K +$8.9K +101 +3%
FNT
939
First National Trust
Pennsylvania
$272K – – –
CPSC
940
Carl P. Sherr & Co
Massachusetts
$271K – – –
EWM
941
Evercore Wealth Management
New York
$270K +$261K +2,955 New
WHG
942
Westwood Holdings Group
Texas
$268K +$259K +2,940 New
CC
943
Courier Capital
New York
$267K +$9.26K +105 +4%
TFM
944
Trademark Financial Management
Minnesota
$267K +$1.5K +17 +0.6%
VCM
945
Vision Capital Management
Oregon
$266K – – –
IWN
946
Independent Wealth Network
Iowa
$263K -$3.26K -37 -1%
CB
947
Community Bank
New York
$262K -$478K -5,420 -65%
WP
948
WealthPLAN Partners
Nebraska
$262K -$49.7K -564 -16%
CB
949
Cadence Bank
Mississippi
$260K -$27.2K -309 -10%
FLPIM
950
F.L. Putnam Investment Management
Massachusetts
$260K -$42.6K -483 -15%
36 37
38
39 40