We are live on ! Find out more
USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1026
Proficio Capital Partners
Massachusetts
$270K – – –
WAG
1027
Winthrop Advisory Group
Massachusetts
$270K +$1.99K +21 +0.8%
OWM
1028
OneAscent Wealth Management
Alabama
$270K -$5.22K -55 -2%
BTW
1029
Boston Trust Walden
Massachusetts
$267K – – –
KF
1030
Ketron Financial
California
$267K -$5.13K -54 -2%
PPWM
1031
Perissos Private Wealth Management
Oklahoma
$267K – – –
EWA
1032
EverSource Wealth Advisors
Alabama
$266K -$32.9K -347 -11%
HT
1033
Headlands Technologies
Illinois
$266K -$119K -1,257 -31%
SL
1034
Sentinus LLC
Illinois
$265K -$17.3K -182 -6%
BC
1035
BDFS Capital
Delaware
$265K -$190 -2 -0.1%
HCA
1036
Harbour Capital Advisors
Virginia
$264K – – –
CCM
1037
Coldstream Capital Management
Washington
$264K -$77.3K -815 -23%
FNT
1038
First National Trust
Pennsylvania
$264K +$33.9K +357 +15%
CA
1039
Carson Advisory
Georgia
$262K -$2.66K -28 -1%
ORG
1040
Optimist Retirement Group
Washington
$262K – – –
ONB
1041
Old National Bancorp
Indiana
$262K -$113K -1,192 -31%
WWMSC
1042
Wagner Wealth Management (South Carolina)
South Carolina
$261K -$569 -6 -0.2%
MHR
1043
Matthew Hamilton Rosenberg
$261K -$28.9K -304 -10%
FTWA
1044
Fifth Third Wealth Advisors
Ohio
$260K -$19.4K -204 -7%
MWA
1045
Monograph Wealth Advisors
California
$260K – – –
HWA
1046
HMV Wealth Advisors
Louisiana
$259K – – –
PCH
1047
PGIM Custom Harvest
New Jersey
$259K -$6.55K -69 -3%
CCMG
1048
Connecticut Capital Management Group
Connecticut
$259K – – –
AFP
1049
Alpha Financial Partners
Kentucky
$258K +$854 +9 +0.3%
CFA
1050
Cahill Financial Advisors
Minnesota
$257K +$759 +8 +0.3%
40 41
42
43 44