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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
1001
Badgley Phelps Wealth Managers
Washington
$219K – – –
WKWM
1002
Walter & Keenan Wealth Management
Indiana
$218K – – –
CA
1003
Carson Advisory
Georgia
$217K -$1.59K -18 -0.8%
FWIA
1004
Fort Washington Investment Advisors
Ohio
$217K -$2.2K -25 -1%
RW
1005
Rockport Wealth
Ohio
$215K -$91.7K -1,040 -31%
CCP
1006
Clarity Capital Partners
California
$214K +$207K +2,344 New
BF
1007
BOK Financial
Oklahoma
$214K – – –
SA
1008
Stewardship Advisors
Pennsylvania
$212K +$205K +2,327 New
CA
1009
Continuum Advisory
Idaho
$212K +$2.2K +25 +1%
MAM
1010
Montchanin Asset Management
Delaware
$212K +$205K +2,327 New
COCM
1011
Charter Oak Capital Management
New Hampshire
$212K +$205K +2,321 New
PP
1012
Patten & Patten
Tennessee
$212K -$35.3K -400 -15%
SSI
1013
Scott & Selber Inc
Texas
$211K +$204K +2,311 New
SL
1014
Salomon & Ludwin
Virginia
$211K -$10.7K -121 -5%
TI
1015
Trexquant Investment
Connecticut
$211K -$36.7K -416 -15%
NRI
1016
NFP Retirement Inc
California
$209K -$173K -1,962 -46%
SFA
1017
Semmax Financial Advisors
North Carolina
$209K – – –
BCG
1018
Breakwater Capital Group
New Jersey
$206K +$199K +2,255 New
CMI
1019
Clare Market Investments
Texas
$206K +$199K +2,255 New
PWP
1020
Principle Wealth Partners
Connecticut
$205K +$198K +2,247 New
SIM
1021
Stratos Investment Management
Ohio
$204K +$197K +2,236 New
CIA
1022
Capital Investment Advisors
Georgia
$203K +$196K +2,223 New
TIM
1023
Tortoise Investment Management
New York
$203K – – –
FFWM
1024
Future Financial Wealth Management
Ohio
$201K +$194K +2,198 New
CHA
1025
Cooper/Haims Advisors
New York
$200K +$193K +2,194 New
39 40
41
42 43