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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
WMG
951
WESCAP Management Group
California
$230K -$67.6K -940 -23%
BZWA
952
Blue Zone Wealth Advisors
California
$230K +$7.47K +104 +3%
E
953
ETFidea
New York
$229K +$7.26K +101 +3%
CWM
954
Castle Wealth Management
Florida
$228K – – –
KIG
955
Kowal Investment Group
Wisconsin
$227K -$40.3K -561 -15%
ESB
956
Essex Savings Bank
Connecticut
$226K -$23.4K -325 -9%
TI
957
Truepoint Inc
Ohio
$225K – – –
TA
958
TKG Advisors
Indiana
$225K -$11.7K -163 -5%
FF
959
Fluent Financial
Texas
$224K – – –
TA
960
TFB Advisors
Kansas
$224K -$5.03K -70 -2%
WAG
961
Winthrop Advisory Group
Massachusetts
$223K -$52.4K -729 -19%
DAM
962
Derbend Asset Management
Georgia
$223K +$4.53K +63 +2%
NWM
963
Northcape Wealth Management
New York
$222K +$219K +3,051 New
AA
964
Aire Advisors
California
$221K -$135K -1,885 -38%
BG
965
Benedetti & Gucer
Georgia
$221K -$55.4K -771 -20%
SPL
966
Smart Portfolios LLC
Washington
$216K -$2.01K -28 -0.9%
WGCA
967
Wolf Group Capital Advisors
Virginia
$215K -$426K -5,925 -67%
FM
968
Family Management
New York
$214K +$212K +2,948 New
TWA
969
TCI Wealth Advisors
Arizona
$214K +$212K +2,948 New
CCB
970
Cutter & Co Brokerage
Missouri
$214K -$11K -153 -5%
V
971
Veritable
Delaware
$214K – – –
CCA
972
Cobblestone Capital Advisors
New York
$213K +$210K +2,925 New
SWMP
973
Signature Wealth Management Partners
New Jersey
$212K -$23.4K -325 -10%
SWM
974
SeaCrest Wealth Management
New York
$211K – – –
EWM
975
Evercore Wealth Management
New York
$210K +$208K +2,891 New
37 38
39
40 41