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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1051
Cahill Financial Advisors
Minnesota
$257K +$759 +8 +0.3%
CAMV
1052
Concord Asset Management (Virginia)
Virginia
$257K -$10.4K -110 -4%
CWA
1053
Crux Wealth Advisors
California
$257K +$854 +9 +0.3%
CWM
1054
Connecticut Wealth Management
Connecticut
$257K -$58.5K -616 -19%
FVWA
1055
Foster Victor Wealth Advisors
South Carolina
$255K – – –
SLP
1056
Storen Legacy Partners
Indiana
$254K – – –
LF
1057
Lantz Financial
Illinois
$251K -$20.5K -216 -8%
PCA
1058
Purkiss Capital Advisors
Connecticut
$251K +$247K +2,599 New
UIM
1059
Unified Investment Management
Georgia
$251K +$1.99K +21 +0.8%
CF
1060
Carter Financial
California
$250K +$246K +2,590 New
IIM
1061
InTrack Investment Management
Vermont
$249K – – –
PWS
1062
Pursuit Wealth Strategies
North Carolina
$249K +$13K +137 +6%
PGFG
1063
Pine Grove Financial Group
Minnesota
$249K -$9.68K -102 -4%
PFA
1064
Pinnacle Family Advisors
Missouri
$249K +$2.47K +26 +1%
BA
1065
Bridgewater Advisors
New York
$249K – – –
KIM
1066
Kestra Investment Management
Texas
$248K +$244K +2,568 New
OCA
1067
OpenArc Corporate Advisory
Georgia
$247K – – –
NFG
1068
Nations Financial Group
Iowa
$247K -$11.4M -119,691 -98%
CFS
1069
Commonwealth Financial Services
West Virginia
$247K +$3.32K +35 +1%
PA
1070
Pinnacle Associates
New York
$246K +$6.17K +65 +3%
AT
1071
Avalon Trust
New Mexico
$246K – – –
VIPI
1072
Vista Investment Partners II
Indiana
$245K +$3.51K +37 +1%
NCM
1073
NCM Capital Management
New Jersey
$245K – – –
SWP
1074
Strategic Wealth Partners
Ohio
$244K -$5.5K -58 -2%
HAS
1075
HBW Advisory Services
California
$244K -$1.04K -11 -0.4%
41 42
43
44 45