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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
STCOSD
976
Sageworth Trust Company of South Dakota
South Dakota
$315K – – –
EC
977
Estate Counselors
Wisconsin
$315K +$323K +3,400 New
OFG
978
Oxford Financial Group
Indiana
$314K -$18.8K -198 -6%
BFO
979
Boston Family Office
Massachusetts
$314K – – –
MFG
980
Mosaic Financial Group
Illinois
$313K – – –
SIC
981
Sterling Investment Counsel
New York
$311K -$55.8K -588 -15%
FAG
982
Fortitude Advisory Group
Washington
$310K +$317K +3,342 New
BCWM
983
Bartlett & Co Wealth Management
Ohio
$306K -$17.9K -188 -5%
AA
984
Armis Advisers
Georgia
$306K – – –
AF
985
ASL Financial
California
$305K – – –
MIC
986
Meridian Investment Counsel
California
$305K – – –
TPWA
987
TRUE Private Wealth Advisors
Oregon
$304K -$380 -4 -0.1%
CWM
988
Connecticut Wealth Management
Connecticut
$304K – – –
RWM
989
Revisor Wealth Management
Ohio
$304K – – –
FC
990
FCA Corp
Texas
$303K +$475 +5 +0.2%
AZ
991
Alpha Zero
Florida
$302K +$310K +3,261 New
WP
992
WealthShield Partners
North Carolina
$299K -$1.14K -12 -0.4%
GAM
993
Grandview Asset Management
Pennsylvania
$298K -$164K -1,727 -35%
GWM
994
Greenwich Wealth Management
Connecticut
$298K +$91.9K +968 +43%
TFM
995
Trademark Financial Management
Minnesota
$297K -$41.3K -435 -12%
CA
996
Continuum Advisory
Idaho
$296K +$49.6K +522 +20%
FA
997
Fiduciary Alliance
South Carolina
$296K +$46.3K +487 +18%
GC
998
Guilbault Capital
Louisiana
$295K +$22.3K +235 +8%
WMG
999
WESCAP Management Group
California
$293K – – –
BBPWM
1000
Blue Bell Private Wealth Management
Pennsylvania
$292K +$201K +2,113 +205%
38 39
40
41 42