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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1001
Semus Wealth Partners
Florida
$206K +$203K +2,777 New
BTW
1002
Boston Trust Walden
Massachusetts
$206K +$202K +2,767 New
MIM
1003
MTM Investment Management
South Carolina
$205K – – –
LSA
1004
Lion Street Advisors
Texas
$205K +$193K +2,637 New
CPC
1005
Consolidated Planning Corp
Georgia
$204K +$201K +2,750 New
NF
1006
Nikulski Financial
Iowa
$204K +$200K +2,740 New
MWA
1007
Monograph Wealth Advisors
California
$202K +$199K +2,723 New
WAG
1008
Winthrop Advisory Group
Massachusetts
$202K -$26.4K -361 -12%
HCA
1009
Harbour Capital Advisors
Virginia
$200K +$197K +2,700 New
WI
1010
WrapManager Inc
California
$200K -$907K -12,409 -82%
FDCC
1011
Foster Dykema Cabot & Co
Massachusetts
$191K – – –
AWM
1012
Ameliora Wealth Management
Switzerland
$186K – – –
WT
1013
Washington Trust
Rhode Island
$176K -$1.24K -17 -0.7%
GFP
1014
Gryphon Financial Partners
Ohio
$168K -$42.4K -580 -20%
FAM
1015
Family Asset Management
South Carolina
$167K – – –
RIA
1016
Realta Investment Advisors
Delaware
$162K +$159K +2,182 New
FCA
1017
FinTrust Capital Advisors
South Carolina
$161K – – –
ST
1018
Smithfield Trust
Pennsylvania
$155K -$28.8K -394 -16%
AWA
1019
Alaska Wealth Advisors
Alaska
$154K -$146 -2 -0.1%
QC
1020
Quent Capital
New York
$154K +$81.6K +1,117 +117%
HBW
1021
Hazlett, Burt & Watson
West Virginia
$147K +$365 +5 +0.3%
WWM
1022
Wolff Wiese Magana
California
$145K -$38.4K -525 -21%
GEA
1023
Glen Eagle Advisors
New Jersey
$140K +$73 +1 +0.1%
LC
1024
Lindbrook Capital
California
$139K – – –
KFI
1025
Key Financial Inc
Pennsylvania
$139K +$87.5K +1,198 +177%
39 40
41
42 43