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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
976
Adamsbrown Wealth Consultants
Kansas
$222K +$229K +3,071 New
FDCDDQ
977
Federation des caisses Desjardins du Quebec
Quebec, Canada
$218K -$8.78M -117,746 -98%
CPG
978
Cornerstone Planning Group
New Jersey
$217K -$49.4K -662 -18%
TCMP
979
Thrive Capital Management (Pennsylvania)
Pennsylvania
$215K -$3.58K -48 -2%
WWM
980
WJ Wealth Management
Arizona
$214K -$20.1K -270 -8%
PA
981
Pinnacle Associates
New York
$214K -$44K -590 -17%
KAS
982
KPP Advisory Services
Kentucky
$211K +$217K +2,911 New
PFA
983
Petra Financial Advisors
Colorado
$210K +$216K +2,899 New
FLPIM
984
F.L. Putnam Investment Management
Massachusetts
$208K +$2.91K +39 +1%
DC
985
Davenport & Co
Virginia
$206K -$19.2K -258 -8%
PCP
986
Proficio Capital Partners
Massachusetts
$203K – – –
TA
987
TrueWealth Advisors
Alabama
$202K -$37.1K -498 -15%
SAS
988
Stelac Advisory Services
New York
$202K – – –
RPSA
989
Richard P. Slaughter Associates
Texas
$202K -$42.9K -575 -17%
EWA
990
EverSource Wealth Advisors
Alabama
$201K -$79K -1,059 -28%
BTWM
991
Baker Tilly Wealth Management
Wisconsin
$201K -$453K -6,081 -69%
BTW
992
Boston Trust Walden
Massachusetts
$200K – – –
MIM
993
MTM Investment Management
South Carolina
$200K – – –
HAS
994
HBW Advisory Services
California
$200K +$206K +2,766 New
AWA
995
Authentikos Wealth Advisory
California
$196K -$17.5K -235 -8%
FDCC
996
Foster Dykema Cabot & Co
Massachusetts
$186K – – –
TIM
997
Tortoise Investment Management
New York
$183K +$188K +2,528 New
TCOV
998
Trust Company of Vermont
Vermont
$181K -$35.5K -476 -16%
AWM
999
Ameliora Wealth Management
Switzerland
$181K – – –
OLVIG
1000
Oliver Lagore Vanvalin Investment Group
Michigan
$179K -$66K -885 -26%
38 39
40
41 42