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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
1001
Westwood Holdings Group
Texas
$255K -$5.96K -65 -2%
MSWA
1002
Marshall & Sterling Wealth Advisors
New York
$255K +$263K +2,872 New
CWA
1003
Crux Wealth Advisors
California
$253K +$261K +2,847 New
IA
1004
Insight Advisors
Pennsylvania
$251K -$14.8K -161 -5%
RHP
1005
Royal Harbor Partners
Texas
$251K -$7.86M -85,702 -97%
NRI
1006
NFP Retirement Inc
California
$250K +$48.2K +525 +23%
HWA
1007
HMV Wealth Advisors
Louisiana
$250K +$258K +2,813 New
SFC
1008
SYM Financial Corp
Indiana
$249K – – –
PCP
1009
Proficio Capital Partners
Massachusetts
$249K – – –
GWM
1010
GSB Wealth Management
Connecticut
$248K -$1.38K -15 -0.5%
HGERS
1011
Householder Group Estate & Retirement Specialist
Arizona
$246K -$1.95M -21,260 -88%
MWM
1012
Modera Wealth Management
New Jersey
$246K +$254K +2,769 New
BTW
1013
Boston Trust Walden
Massachusetts
$246K – – –
PPWM
1014
Perissos Private Wealth Management
Oklahoma
$246K – – –
IF
1015
Integrity Financial
Wyoming
$244K – – –
NCM
1016
NCM Capital Management
New Jersey
$242K – – –
CB
1017
Community Bank
New York
$242K -$13.1K -143 -5%
WH
1018
Willner & Heller
California
$242K +$1.19K +13 +0.5%
CB
1019
Cadence Bank
Mississippi
$241K -$11.9K -130 -5%
ORG
1020
Optimist Retirement Group
Washington
$241K – – –
HCA
1021
Harbour Capital Advisors
Virginia
$241K – – –
BPWM
1022
Badgley Phelps Wealth Managers
Washington
$240K +$27.5K +300 +13%
STB
1023
S&T Bank
Pennsylvania
$235K – – –
KFS
1024
Kelly Financial Services
Massachusetts
$235K -$14K -153 -5%
LPFG
1025
Landing Point Financial Group
Ohio
$235K +$232K +2,534 New
39 40
41
42 43