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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
976
Alpine Global Management
New York
$235K +$231K +3,161 New
CWM
977
Castle Wealth Management
Florida
$233K – – –
NCM
978
NCM Capital Management
New Jersey
$232K +$228K +3,126 New
CCB
979
Cutter & Co Brokerage
Missouri
$231K +$12.1K +166 +6%
ESB
980
Essex Savings Bank
Connecticut
$231K – – –
SFP
981
Sandbox Financial Partners
Maryland
$231K +$227K +3,105 New
TI
982
Truepoint Inc
Ohio
$230K – – –
DC
983
Davenport & Co
Virginia
$230K -$17.9K -245 -7%
ACM
984
Alamar Capital Management
California
$230K +$226K +3,095 New
FF
985
Fluent Financial
Texas
$229K – – –
CAMV
986
Concord Asset Management (Virginia)
Virginia
$228K +$224K +3,065 New
AA
987
Aire Advisors
California
$226K +$292 +4 +0.1%
BG
988
Benedetti & Gucer
Georgia
$226K – – –
TCMP
989
Thrive Capital Management (Pennsylvania)
Pennsylvania
$224K +$220K +3,014 New
HKIMG
990
Hutchens & Kramer Investment Management Group
Indiana
$223K +$219K +2,997 New
TCOV
991
Trust Company of Vermont
Vermont
$222K +$16.2K +221 +8%
V
992
Veritable
Delaware
$219K – – –
AWA
993
Authentikos Wealth Advisory
California
$218K +$215K +2,938 New
CCA
994
Cobblestone Capital Advisors
New York
$217K – – –
VCM
995
Vision Capital Management
Oregon
$216K +$213K +2,908 New
RA
996
Riversedge Advisors
Delaware
$216K -$929K -12,711 -81%
BWP
997
Baldwin Wealth Partners
Massachusetts
$214K -$130K -1,780 -38%
FLPIM
998
F.L. Putnam Investment Management
Massachusetts
$210K +$207K +2,830 New
PCP
999
Proficio Capital Partners
Massachusetts
$208K – – –
SAS
1000
Stelac Advisory Services
New York
$208K +$204K +2,792 New
38 39
40
41 42