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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1001
Ridgeline Wealth
Arizona
$275K -$23.4K -250 -8%
UWP
1002
Uniting Wealth Partners
Kansas
$274K +$270K +2,885 New
WHG
1003
Westwood Holdings Group
Texas
$274K – – –
ACA
1004
Anchor Capital Advisors
Massachusetts
$274K +$656 +7 +0.2%
CPSC
1005
Carl P. Sherr & Co
Massachusetts
$273K -$9.46K -101 -3%
EWM
1006
Evercore Wealth Management
New York
$272K – – –
SFP
1007
Sandbox Financial Partners
Maryland
$272K +$656 +7 +0.2%
CF
1008
Clarity Financial
Texas
$271K – – –
MWM
1009
Modera Wealth Management
New Jersey
$270K +$10.6K +113 +4%
CIA
1010
Capital Investment Advisors
Georgia
$268K +$59K +630 +29%
SFC
1011
SYM Financial Corp
Indiana
$267K – – –
RIA
1012
Realta Investment Advisors
Delaware
$267K +$26.2K +280 +11%
PCP
1013
Proficio Capital Partners
Massachusetts
$266K – – –
GWM
1014
GSB Wealth Management
Connecticut
$266K +$375 +4 +0.1%
FA
1015
Fiduciary Alliance
South Carolina
$266K -$7.77K -83 -3%
IF
1016
Integrity Financial
Wyoming
$266K +$5.53K +59 +2%
APC
1017
Aspire Private Capital
North Carolina
$266K +$16.5K +176 +7%
CAMV
1018
Concord Asset Management (Virginia)
Virginia
$264K -$290K -3,094 -53%
VIPI
1019
Vista Investment Partners II
Indiana
$264K +$3.84K +41 +1%
BTW
1020
Boston Trust Walden
Massachusetts
$263K – – –
PPWM
1021
Perissos Private Wealth Management
Oklahoma
$263K – – –
CWA
1022
Clearview Wealth Advisors
Oregon
$262K -$15.5K -165 -6%
PSF
1023
Pacific Sun Financial
California
$262K – – –
UCB
1024
United Community Bank
South Carolina
$262K +$258K +2,750 New
PCH
1025
PGIM Custom Harvest
New Jersey
$261K +$257K +2,747 New
39 40
41
42 43