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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1051
Vision Capital Management
Oregon
$274K – – –
SP
1052
Successful Portfolios
Florida
$274K -$48.2K -512 -15%
WSFS
1053
Wilmington Savings Fund Society
Delaware
$273K +$35.3K +375 +15%
CPSC
1054
Carl P. Sherr & Co
Massachusetts
$272K – – –
EWM
1055
Evercore Wealth Management
New York
$270K – – –
BCMLT
1056
Beacon Capital Management LLC (Tennessee)
Tennessee
$269K +$11.3K +120 +4%
SFP
1057
Sandbox Financial Partners
Maryland
$269K -$283 -3 -0.1%
AGC
1058
August Group Capital
$268K +$268K +2,847 New
SIA
1059
Serenity Investment Advisors
Illinois
$268K +$267K +2,835 New
CF
1060
Clarity Financial
Texas
$268K – – –
PCM
1061
Parsons Capital Management
Rhode Island
$264K -$38.5K -409 -13%
GWM
1062
GSB Wealth Management
Connecticut
$264K +$471 +5 +0.2%
PCP
1063
Proficio Capital Partners
Massachusetts
$264K – – –
RF
1064
Rossby Financial
Florida
$263K +$253K +2,687 +2,584%
CAMV
1065
Concord Asset Management (Virginia)
Virginia
$262K -$94 -1 -0%
BTW
1066
Boston Trust Walden
Massachusetts
$261K – – –
PPWM
1067
Perissos Private Wealth Management
Oklahoma
$260K – – –
RW
1068
Ridgeline Wealth
Arizona
$260K -$11.8K -125 -4%
LA
1069
Lifeworks Advisors
Michigan
$260K -$330K -3,499 -56%
SWA
1070
Stratos Wealth Advisors
Ohio
$259K +$15.5K +165 +6%
BC
1071
BDFS Capital
Delaware
$259K +$259K +2,750 New
PCH
1072
PGIM Custom Harvest
New Jersey
$259K +$94 +1 +0%
CWA
1073
Crux Wealth Advisors
California
$258K +$1.04K +11 +0.4%
PAMG
1074
Patton Albertson Miller Group
Tennessee
$258K -$176K -1,866 -40%
TC
1075
TFR Capital
Texas
$257K -$24.1K -256 -9%
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43
44 45