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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1201
Phillips Financial Management
Indiana
$46.7K – – –
CFS
1202
Compass Financial Services
Iowa
$46.6K +$94 +1 +0.2%
CIR
1203
Clear Investment Research
Georgia
$46.1K +$749 +8 +2%
CB
1204
CNB Bank
Pennsylvania
$44.8K – – –
LFA
1205
LGT Financial Advisors
Texas
$44.7K -$3.75K -40 -8%
BFPW
1206
BOK Financial Private Wealth
Colorado
$42.8K – – –
VNA
1207
Valley National Advisers
Pennsylvania
$41K – – –
LIA
1208
Luken Investment Analytics
Tennessee
$40.4K – – –
BL
1209
BFSG LLC
California
$40.2K – – –
CBT
1210
Crews Bank & Trust
Florida
$40K – – –
BTI
1211
Blue Trust Inc
Georgia
$38.1K -$187 -2 -0.5%
PWM
1212
Peck Wealth Management
New York
$38.1K +$37.5K +400 New
GWSA
1213
Global Wealth Strategies & Associates
Colorado
$36.9K – – –
JFG
1214
JDM Financial Group
Texas
$36.4K – – –
BHWM
1215
Beaird Harris Wealth Management
Texas
$35.5K +$2.25K +24 +7%
MTIC
1216
Missouri Trust & Investment Company
Missouri
$35.5K – – –
EB
1217
Eastern Bank
Massachusetts
$34.8K -$19.8K -211 -37%
GFWA
1218
Grey Fox Wealth Advisors
Delaware
$34.8K +$34.2K +365 New
SMFG
1219
Sumitomo Mitsui Financial Group
Japan
$34.1K – – –
HR
1220
Howe & Rusling
New York
$33.1K -$15.6K -167 -32%
HCM
1221
Horrell Capital Management
Arkansas
$32.3K – – –
VWA
1222
Valued Wealth Advisors
Utah
$32.3K – – –
MSFP
1223
Mark Sheptoff Financial Planning
Connecticut
$31.8K – – –
OA
1224
Operose Advisors
Wisconsin
$31.5K – – –
LI
1225
LRI Investments
Florida
$30.8K -$1.31K -14 -4%
47 48
49
50 51