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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1026
Harbor Investment Advisory
Maryland
$106K +$3.33K +43 +3%
WTA
1027
Washington Trust Advisors
Massachusetts
$105K +$101K +1,300 New
ZIG
1028
Zullo Investment Group
Pennsylvania
$102K +$97.9K +1,264 New
MAWCM
1029
Mine & Arao Wealth Creation & Management
California
$97K – – –
IWP
1030
IAG Wealth Partners
Wisconsin
$93K – – –
BWM
1031
BerganKDV Wealth Management
Minnesota
$92K – – –
ACA
1032
Aptus Capital Advisors
Alabama
$92K +$88.3K +1,141 New
PO
1033
Private Ocean
California
$87K -$26.3K -340 -24%
CIA
1034
Cascade Investment Advisors
Oregon
$86.2K +$82.5K +1,065 New
BLC
1035
Brown, Lisle/Cummings
Rhode Island
$83.2K +$79.6K +1,028 New
SMFG
1036
Sumitomo Mitsui Financial Group
Japan
$82K -$3.02K -39 -4%
FAG
1037
Fortitude Advisory Group
Washington
$81K +$77.9K +1,006 New
FA
1038
Financial Advantage
Maryland
$80K – – –
VCM
1039
Vigilant Capital Management
Maine
$79K -$11.3K -146 -13%
JFA
1040
JNBA Financial Advisors
Minnesota
$76K +$7.2K +93 +11%
EW
1041
Evoke Wealth
California
$69K – – –
AWM
1042
Avior Wealth Management
Nebraska
$69K +$13.9K +180 +26%
CC
1043
Corsicana & Co
Texas
$68K – – –
RIM
1044
Rockbridge Investment Management
New York
$65K -$15.8K -204 -20%
NFSG
1045
Newbridge Financial Services Group
Florida
$65K +$16.6K +214 +36%
CT
1046
Caldwell Trust
Florida
$64.7K – – –
EWM
1047
Endurance Wealth Management
Rhode Island
$62K – – –
CPW
1048
Crestmont Private Wealth
Texas
$62K +$59.5K +769 New
VNA
1049
Valley National Advisers
Pennsylvania
$61K +$155 +2 +0.3%
CSB
1050
City State Bank
Iowa
$59K +$56.4K +729 New
40 41
42
43 44