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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
1101
Clark Capital Management Group
Pennsylvania
$233K +$229K +2,412 New
MLL
1102
Moody Lynn & Lieberson
Massachusetts
$232K – – –
FWIA
1103
Fort Washington Investment Advisors
Ohio
$231K +$1.9K +20 +0.8%
PSF
1104
Pacific Sun Financial
California
$231K +$8.64K +91 +4%
FFC
1105
Frederick Financial Consultants
Maryland
$230K +$3.7K +39 +2%
SEA
1106
Stegent Equity Advisors
Texas
$230K +$226K +2,386 New
AWG
1107
Altus Wealth Group
Colorado
$229K -$3.8K -40 -2%
PPA
1108
Painted Porch Advisors
California
$229K +$225K +2,375 New
PFA
1109
Pure Financial Advisors
California
$229K -$66.8K -704 -23%
IA
1110
Insight Advisors
Pennsylvania
$228K -$1.8K -19 -0.8%
AIM
1111
Anchor Investment Management
South Carolina
$227K +$34.4K +362 +18%
ONSWM
1112
Old North State Wealth Management
North Carolina
$227K +$223K +2,355 New
CCG
1113
Cypress Capital Group
Florida
$227K – – –
MAM
1114
MMA Asset Management
Pennsylvania
$227K – – –
BPWM
1115
Badgley Phelps Wealth Managers
Washington
$227K -$27.6K -291 -11%
LSL
1116
Legacy Solutions LLC
Pennsylvania
$227K – – –
TCWM
1117
Total Clarity Wealth Management
Illinois
$226K +$223K +2,347 New
SHF
1118
Stage Harbor Financial
Massachusetts
$226K – – –
DG
1119
Diesslin Group
Texas
$225K +$222K +2,337 New
ATC
1120
Argent Trust Co
Tennessee
$225K – – –
ASG
1121
Advisory Solutions Group
Minnesota
$224K +$220K +2,320 New
CPG
1122
Cornerstone Planning Group
New Jersey
$223K +$36.7K +387 +20%
RA
1123
Range Advisory
Virginia
$222K +$1.04K +11 +0.5%
MWM
1124
McCartney Wealth Management
Missouri
$222K +$569 +6 +0.3%
KLI
1125
Kelman-Lazarov Inc
Tennessee
$222K – – –
43 44
45
46 47