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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMV
1051
Concord Asset Management (Virginia)
Virginia
$257K -$10.4K -110 -4%
CWA
1052
Crux Wealth Advisors
California
$257K +$854 +9 +0.3%
CWM
1053
Connecticut Wealth Management
Connecticut
$257K -$58.5K -616 -19%
FVWA
1054
Foster Victor Wealth Advisors
South Carolina
$255K – – –
SLP
1055
Storen Legacy Partners
Indiana
$254K – – –
LF
1056
Lantz Financial
Illinois
$251K -$20.5K -216 -8%
PCA
1057
Purkiss Capital Advisors
Connecticut
$251K +$247K +2,599 New
UIM
1058
Unified Investment Management
Georgia
$251K +$1.99K +21 +0.8%
CF
1059
Carter Financial
California
$250K +$246K +2,590 New
IIM
1060
InTrack Investment Management
Vermont
$249K – – –
PWS
1061
Pursuit Wealth Strategies
North Carolina
$249K +$13K +137 +6%
PFA
1062
Pinnacle Family Advisors
Missouri
$249K +$2.47K +26 +1%
BA
1063
Bridgewater Advisors
New York
$249K – – –
KIM
1064
Kestra Investment Management
Texas
$248K +$244K +2,568 New
OCA
1065
OpenArc Corporate Advisory
Georgia
$247K – – –
NFG
1066
Nations Financial Group
Iowa
$247K -$11.4M -119,691 -98%
CFS
1067
Commonwealth Financial Services
West Virginia
$247K +$3.32K +35 +1%
PA
1068
Pinnacle Associates
New York
$246K +$6.17K +65 +3%
AT
1069
Avalon Trust
New Mexico
$246K – – –
VIPI
1070
Vista Investment Partners II
Indiana
$245K +$3.51K +37 +1%
NCM
1071
NCM Capital Management
New Jersey
$245K – – –
SWP
1072
Strategic Wealth Partners
Ohio
$244K -$5.5K -58 -2%
HAS
1073
HBW Advisory Services
California
$244K -$1.04K -11 -0.4%
CFA
1074
CWS Financial Advisors
Michigan
$243K – – –
SFGP
1075
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$242K +$238K +2,511 New
41 42
43
44 45