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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
926
SlateStone Wealth
Florida
$361K +$276 +3 +0.1%
WT
927
Washington Trust
Rhode Island
$361K – – –
TAM
928
Tocqueville Asset Management
New York
$360K +$3.68K +40 +1%
SJL
929
Shayne & Jacobs LLC
Tennessee
$360K – – –
TWM
930
TSA Wealth Management
Texas
$359K +$14.1K +153 +4%
RP
931
Rowlandmiller & Partners
Georgia
$359K – – –
UAG
932
United Advisor Group
Ohio
$357K -$111K -1,208 -24%
LSIA
933
LaSalle St. Investment Advisors
Illinois
$356K +$107K +1,160 +44%
SCM
934
SCS Capital Management
Massachusetts
$355K +$349K +3,787 New
AFP
935
Alpha Financial Partners
Kentucky
$353K +$1.2K +13 +0.3%
TI
936
Trexquant Investment
Connecticut
$352K +$345K +3,754 New
BFA
937
Beaumont Financial Advisors
Massachusetts
$351K -$46K -500 -12%
SL
938
Sentinus LLC
Illinois
$351K -$4.33K -47 -1%
QPWM
939
Quadrant Private Wealth Management
Pennsylvania
$347K +$23.3K +253 +7%
ABLA
940
Alan B. Lancz & Associates
Ohio
$347K – – –
TA
941
TFB Advisors
Kansas
$346K -$13.2K -143 -4%
CB
942
Chris Bulman
California
$345K -$583K -6,340 -63%
EP
943
Edgestream Partners
New Jersey
$345K +$339K +3,684 New
OWCM
944
One Wealth Capital Management
Arizona
$343K +$337K +3,662 New
MFG
945
Mosaic Financial Group
Illinois
$342K – – –
FA
946
Fiduciary Alliance
South Carolina
$338K +$89.2K +969 +37%
FB
947
Fulton Bank
Pennsylvania
$338K +$14.2K +154 +4%
TPWA
948
TRUE Private Wealth Advisors
Oregon
$336K -$4.79K -52 -1%
OFG
949
Oxford Financial Group
Indiana
$336K – – –
CWM
950
Connecticut Wealth Management
Connecticut
$333K +$736 +8 +0.2%
36 37
38
39 40