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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1001
Frontier Wealth Management
Missouri
$202K +$194K +2,500 New
PWP
1002
Perfromance Wealth Partners
Illinois
$202K +$194K +2,501 New
HIP
1003
HUB Investment Partners
Texas
$202K +$194K +2,503 New
ACM
1004
Advisors Capital Management
New Jersey
$200K -$20.5K -265 -10%
OAJ
1005
Ogorek Anthony Joseph
New York
$194K -$81K -1,046 -30%
WT
1006
Washington Trust
Rhode Island
$192K -$101K -1,300 -35%
HR
1007
Hayden Royal
North Carolina
$190K +$182K +2,351 New
ZB
1008
Zions Bancorporation
Utah
$186K – – –
LC
1009
Lindbrook Capital
California
$186K +$178K +2,304 New
SFA
1010
Semmax Financial Advisors
North Carolina
$181K – – –
NIC
1011
Northwest Investment Counselors
Oregon
$170K +$162K +2,098 New
HS
1012
Horan Securities
United States
$167K +$160K +2,069 New
FFA
1013
Freedman Financial Associates
Massachusetts
$162K – – –
RG
1014
Retirement Group
California
$158K -$47.3K -611 -24%
AIM
1015
Anchor Investment Management
South Carolina
$152K – – –
EWA
1016
EverSource Wealth Advisors
Alabama
$150K +$143K +1,847 New
TSW
1017
Thompson Siegel & Walmsley
Virginia
$148K – – –
CWP
1018
Concord Wealth Partners
Virginia
$148K +$141K +1,827 New
HWM
1019
Holloway Wealth Management
Florida
$144K – – –
EVM
1020
Eaton Vance Management
Massachusetts
$134K +$49.6K +640 +62%
OC
1021
Oakworth Capital
Alabama
$132K – – –
BCP
1022
Blue Chip Partners
Michigan
$129K +$929 +12 +0.8%
TC
1023
TAP Consulting
Missouri
$119K +$114K +1,474 New
RFWA
1024
RPg Family Wealth Advisory
Massachusetts
$119K – – –
ST
1025
Smithfield Trust
Pennsylvania
$117K -$57.1K -737 -34%
39 40
41
42 43