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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1001
Firethorn Wealth Partners
Georgia
– -$723K -10,449 Closed
TF
1002
Trek Financial
Arizona
– -$622K -8,991 Closed
MCIA
1003
Mountain Capital Investment Advisors
Colorado
– -$592K -8,334 Closed
TWP
1004
Tower Wealth Partners
Pennsylvania
– -$493K -7,131 Closed
RWP
1005
RWA Wealth Partners
Massachusetts
– -$493K -7,123 Closed
VWM
1006
Venturi Wealth Management
Texas
– -$426K -6,157 Closed
SPAS
1007
Spectrum Planning & Advisory Services
California
– -$397K -5,744 Closed
CL
1008
Choreo LLC
Illinois
– -$373K -5,389 Closed
MSWMA
1009
Market Street Wealth Management Advisors
Indiana
– -$364K -5,266 Closed
BTWM
1010
Baker Tilly Wealth Management
Wisconsin
– -$356K -5,152 Closed
BWM
1011
BigSur Wealth Management
Florida
– -$346K -5,000 Closed
ODG
1012
O'Dell Group
Ohio
– -$301K -4,347 Closed
WA
1013
Wealth Alliance
New York
– -$290K -4,195 Closed
BDF
1014
Balasa Dinverno & Foltz
– -$264K -3,817 Closed
PFM
1015
Parsec Financial Management
North Carolina
– -$257K -3,710 Closed
SWM
1016
SigFig Wealth Management
California
– -$236K -3,417 Closed
CMO
1017
Covenant Multifamily Offices
Texas
– -$232K -3,352 Closed
BWM
1018
Birchcreek Wealth Management
Ohio
– -$229K -3,303 Closed
DIA
1019
Dana Investment Advisors
Wisconsin
– -$219K -3,159 Closed
KM
1020
Kalos Management
Georgia
– -$228K -3,154 Closed
OWM
1021
Opes Wealth Management
California
– -$212K -3,068 Closed
BCM
1022
BTR Capital Management
California
– -$204K -2,944 Closed
GSAM
1023
Grant Street Asset Management
Pennsylvania
– -$179K -2,584 Closed
HR
1024
Howe & Rusling
New York
– -$126K -1,815 Closed
TF
1025
TimeScale Financial
Massachusetts
– -$79.8K -1,104 Closed
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