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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1151
Sanctuary Wealth Management
Idaho
$297 +$292 +4 New
IFAM
1152
Institutional & Family Asset Management
Colorado
$223 +$219 +3 New
BHWM
1153
Beaird Harris Wealth Management
Texas
$25 -$877 -12 Closed
LMIM
1154
Lockheed Martin Investment Management
Maryland
– -$12.5M -171,600 Closed
FEG
1155
Financial Enhancement Group
Indiana
– -$8.69M -119,723 Closed
PWAG
1156
Polaris Wealth Advisory Group
California
– -$6.32M -86,867 Closed
BIP
1157
Blueprint Investment Partners
North Carolina
– -$5.8M -79,723 Closed
CA
1158
Cambridge Associates
Massachusetts
– -$4.2M -59,435 Closed
MWM
1159
Marietta Wealth Management
Georgia
– -$3.82M -52,538 Closed
GCM
1160
G2 Capital Management
Ohio
– -$2.13M -29,258 Closed
LWM
1161
Lionsbridge Wealth Management
Florida
– -$1.73M -23,761 Closed
MCA
1162
Magnolia Capital Advisors
Mississippi
– -$1.7M -23,420 Closed
DACG
1163
Donor Advised Charitable Giving
California
– -$1.24M -17,096 Closed
CI
1164
Cavalier Investments
Georgia
– -$1.23M -16,928 Closed
SIA
1165
Strategic Investment Advisors
Michigan
– -$1.12M -15,392 Closed
GSC
1166
G&S Capital
Colorado
– -$1.04M -14,272 Closed
CC
1167
Courier Capital
New York
– -$911K -12,526 Closed
CCWA
1168
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$801K -11,014 Closed
BMCM
1169
Bryn Mawr Capital Management
Pennsylvania
– -$623K -8,560 Closed
LB
1170
Leo Brokerage
Texas
– -$519K -7,129 Closed
3LCM
1171
3D/L Capital Management
Connecticut
– -$372K -5,116 Closed
FFP
1172
FourThought Financial Partners
Florida
– -$367K -5,039 Closed
RJTCONH
1173
Raymond James Trust Company of New Hampshire
New Hampshire
– -$319K -4,389 Closed
OCBCO
1174
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$312K -4,285 Closed
DAS
1175
Dynamic Advisor Solutions
Arizona
– -$298K -4,102 Closed
45 46
47
48 49