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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
GBWM
976
Granite Bay Wealth Management
New Hampshire
$302K +$27.8K +302 +10%
NWMP
977
Noble Wealth Management PBC
Colorado
$300K -$6.07K -66 -2%
VIPI
978
Vista Investment Partners II
Indiana
$297K -$26.3K -286 -8%
FFA
979
Founders Financial Alliance
North Carolina
$297K -$79.3K -862 -21%
WMG
980
WESCAP Management Group
California
$296K – – –
DWM
981
Drive Wealth Management
Utah
$294K +$60K +652 +26%
AIC
982
Archer Investment Corporation
Indiana
$293K – – –
TI
983
Truepoint Inc
Ohio
$290K -$143K -1,552 -33%
MAG
984
M3 Advisory Group
Massachusetts
$290K -$55.6K -604 -16%
BL
985
Balentine LLC
Georgia
$287K -$78.8K -856 -22%
BWP
986
BSW Wealth Partners
Colorado
$287K -$20.7K -225 -7%
LF
987
Lantz Financial
Illinois
$287K -$1.47K -16 -0.5%
CF
988
Clarity Financial
Texas
$287K -$54.1K -588 -16%
CCA
989
Clearwater Capital Advisors
Illinois
$286K +$9.2K +100 +3%
FF
990
Fluent Financial
Texas
$286K -$3.04K -33 -1%
IDA
991
Intelligence Driven Advisers
California
$285K – – –
RWM
992
Rockwood Wealth Management
Pennsylvania
$285K – – –
AWMNH
993
Arcadia Wealth Management (New Hampshire)
New Hampshire
$283K +$278K +3,026 New
KIA
994
KCM Investment Advisors
California
$283K – – –
JWBC
995
J.W. Burns & Co
New York
$281K – – –
BCMLT
996
Beacon Capital Management LLC (Tennessee)
Tennessee
$279K -$9.02K -98 -3%
GAA
997
Guardian Asset Advisors
Pennsylvania
$278K +$273K +2,971 New
SHIM
998
Stone House Investment Management
Pennsylvania
$278K +$273K +2,970 New
CPSC
999
Carl P. Sherr & Co
Massachusetts
$278K – – –
FLPIM
1000
F.L. Putnam Investment Management
Massachusetts
$278K – – –
38 39
40
41 42