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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1026
BerganKDV Wealth Management
Minnesota
$88K – – –
PO
1027
Private Ocean
California
$84K – – –
BWP
1028
Baldwin Wealth Partners
Massachusetts
$84K +$58.7K +775 +247%
BLC
1029
Brown, Lisle/Cummings
Rhode Island
$79.7K – – –
FAG
1030
Fortitude Advisory Group
Washington
$78K – – –
FA
1031
Financial Advantage
Maryland
$77K – – –
SCA
1032
Stuart Chaussee & Associates
California
$73K +$71.6K +946 New
BC
1033
Bartlett & Co
Ohio
$72K +$70.3K +928 New
BCWM
1034
Bartlett & Co Wealth Management
Ohio
$72K +$70.3K +928 New
ACA
1035
Aptus Capital Advisors
Alabama
$71K -$16.9K -223 -20%
JFA
1036
JNBA Financial Advisors
Minnesota
$66K -$7.04K -93 -10%
EW
1037
Evoke Wealth
California
$66K – – –
CTC
1038
Central Trust Company
Missouri
$66K +$64.8K +856 New
CC
1039
Corsicana & Co
Texas
$65K – – –
CIA
1040
Cascade Investment Advisors
Oregon
$63.2K -$18.9K -250 -23%
OSAM
1041
O'Shaughnessy Asset Management
Connecticut
$63K +$31.6K +418 +105%
RIM
1042
Rockbridge Investment Management
New York
$62.5K – – –
CT
1043
Caldwell Trust
Florida
$62.1K – – –
NFSG
1044
Newbridge Financial Services Group
Florida
$62K +$227 +3 +0.4%
CPW
1045
Crestmont Private Wealth
Texas
$60K – – –
VNA
1046
Valley National Advisers
Pennsylvania
$58K +$76 +1 +0.1%
PFBT
1047
Parkside Financial Bank & Trust
Missouri
$58K +$10.4K +138 +23%
CSB
1048
City State Bank
Iowa
$57K – – –
SC
1049
Siena Capital
Ohio
$55K +$53.6K +708 New
CTB
1050
Country Trust Bank
Illinois
$54K – – –
40 41
42
43 44