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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1026
JB Capital
Connecticut
$259K +$254K +2,765 New
PPWM
1027
Perissos Private Wealth Management
Oklahoma
$259K – – –
IF
1028
Integrity Financial
Wyoming
$258K – – –
CWA
1029
Crux Wealth Advisors
California
$256K -$10.3K -112 -4%
HWA
1030
HMV Wealth Advisors
Louisiana
$256K -$7.64K -83 -3%
NCM
1031
NCM Capital Management
New Jersey
$255K – – –
NCFG
1032
New Century Financial Group
New Jersey
$255K -$1.76M -19,122 -88%
ORG
1033
Optimist Retirement Group
Washington
$254K – – –
GI
1034
GAMMA Investing
California
$254K +$67.3K +731 +37%
BPWM
1035
Badgley Phelps Wealth Managers
Washington
$253K – – –
HGWM
1036
Horst & Graben Wealth Management
Oregon
$253K -$66.6K -724 -21%
SPWM
1037
Straight Path Wealth Management
Michigan
$253K +$248K +2,696 New
WH
1038
Willner & Heller
California
$252K -$2.58K -28 -1%
SFO
1039
Stokes Family Office
Louisiana
$252K +$9.85K +107 +4%
CB
1040
Cadence Bank
Mississippi
$252K -$2.67K -29 -1%
HCA
1041
Harbour Capital Advisors
Virginia
$250K – – –
MFG
1042
Magnus Financial Group
New York
$250K +$13.4K +146 +6%
STB
1043
S&T Bank
Pennsylvania
$248K – – –
WIM
1044
Westside Investment Management
California
$247K -$52.6K -572 -18%
SC
1045
Syon Capital
California
$245K +$241K +2,620 New
PCS
1046
Private Client Services
Kentucky
$245K +$3.4K +37 +1%
MIM
1047
MTM Investment Management
South Carolina
$244K – – –
MWA
1048
Merkkuri Wealth Advisors
New York
$244K +$27.1K +294 +13%
PFM
1049
Patton Fund Management
Texas
$243K – – –
WA
1050
WPG Advisers
Maryland
$241K -$107K -1,159 -31%
40 41
42
43 44