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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
1001
Raab & Moskowitz Asset Management
New Jersey
$285K +$51.7K +562 +23%
KIA
1002
KCM Investment Advisors
California
$283K – – –
MWM
1003
MinichMacGregor Wealth Management
New York
$283K +$277K +3,015 New
AA
1004
Armis Advisers
Georgia
$282K +$52.3K +568 +23%
JWBC
1005
J.W. Burns & Co
New York
$282K – – –
CPSC
1006
Carl P. Sherr & Co
Massachusetts
$278K – – –
AWMNH
1007
Arcadia Wealth Management (New Hampshire)
New Hampshire
$276K -$7.54K -82 -3%
BWM
1008
BCS Wealth Management
Tennessee
$276K -$284K -3,089 -51%
NA
1009
Nautilus Advisors
California
$276K – – –
BFG
1010
Berger Financial Group
Minnesota
$274K -$209K -2,269 -44%
CWA
1011
Clearview Wealth Advisors
Oregon
$274K -$736 -8 -0.3%
VCM
1012
Vision Capital Management
Oregon
$273K – – –
FNT
1013
First National Trust
Pennsylvania
$272K – – –
OFG
1014
Oxford Financial Group
Indiana
$271K -$64.9K -705 -20%
FA
1015
Fiduciary Alliance
South Carolina
$271K -$67.2K -730 -20%
MLA
1016
My Legacy Advisors
Oregon
$270K -$109K -1,182 -29%
WHG
1017
Westwood Holdings Group
Texas
$270K – – –
ACA
1018
Anchor Capital Advisors
Massachusetts
$269K – – –
EWM
1019
Evercore Wealth Management
New York
$269K – – –
SFP
1020
Sandbox Financial Partners
Maryland
$268K +$3.77K +41 +1%
CF
1021
Clarity Financial
Texas
$267K -$20.2K -220 -7%
EFG
1022
Erickson Financial Group
Pennsylvania
$265K -$12.6K -137 -5%
XT
1023
XTX Topco
Cayman Islands
$265K +$259K +2,819 New
SFC
1024
SYM Financial Corp
Indiana
$264K – – –
PCP
1025
Proficio Capital Partners
Massachusetts
$263K – – –
39 40
41
42 43