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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
1151
Kelman-Lazarov Inc
Tennessee
$217K – – –
MWM
1152
Modera Wealth Management
New Jersey
$216K -$51.2K -543 -19%
HSA
1153
HBK Sorce Advisory
Pennsylvania
$214K +$210K +2,225 New
ACM
1154
Absolute Capital Management
Pennsylvania
$213K -$2.27M -24,058 -91%
SVWG
1155
Shared Vision Wealth Group
United States
$213K -$12.4K -132 -6%
GWM
1156
Greenwich Wealth Management
Connecticut
$211K +$211K +2,240 New
MFG
1157
Magnus Financial Group
New York
$211K +$211K +2,239 New
ACS
1158
Archford Capital Strategies
Illinois
$211K – – –
UIM
1159
Unified Investment Management
Georgia
$210K +$94 +1 +0%
LPFG
1160
Landing Point Financial Group
Ohio
$209K +$94 +1 +0%
ACA
1161
Anchor Capital Advisors
Massachusetts
$209K -$61.9K -657 -23%
DWA
1162
Davis Wealth Advisors
New Hampshire
$209K +$209K +2,217 New
LSIA
1163
LaSalle St. Investment Advisors
Illinois
$208K -$143K -1,520 -41%
SCM
1164
SCS Capital Management
Massachusetts
$207K -$161K -1,704 -44%
COCM
1165
Charter Oak Capital Management
New Hampshire
$207K -$2.73K -29 -1%
SWP
1166
SIMA Wealth Partners
Virginia
$207K – – –
CHA
1167
Cooper/Haims Advisors
New York
$207K – – –
GEA
1168
Glen Eagle Advisors
New Jersey
$206K +$94 +1 +0%
SL
1169
Salomon & Ludwin
Virginia
$206K – – –
PGWA
1170
Plus Group Wealth Advisors
Wisconsin
$206K +$206K +2,189 New
CB
1171
Cadence Bank
Mississippi
$206K -$13K -138 -6%
KDA
1172
Kraft Davis & Associates
Missouri
$205K -$1.51K -16 -0.7%
PPA
1173
Pacific Point Advisors
California
$204K +$204K +2,169 New
CWWM
1174
Curry Webb Wealth Management
Indiana
$204K +$204K +2,167 New
PWP
1175
Pursue Wealth Partners
California
$204K +$204K +2,165 New
45 46
47
48 49