We are live on ! Find out more
USMV icon

iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
101
Stokes Family Office
Louisiana
$21.7M +$13.7M +190,711 +177%
SPC
102
Sigma Planning Corp
Michigan
$21.7M +$311K +4,323 +1%
LWA
103
Lineweaver Wealth Advisors
Ohio
$21.5M -$2.6M -36,126 -11%
AP
104
Agilis Partners
Massachusetts
$21.5M
GWM
105
GDS Wealth Management
Texas
$21.4M +$4.44M +61,836 +27%
CL
106
Choreo LLC
Illinois
$21.3M +$21.1M +293,479 New
TC
107
Telemus Capital
Michigan
$21.3M +$1.35M +18,791 +7%
SMC
108
Smith, Moore & Co
Missouri
$21M -$94.9K -1,321 -0.5%
SWP
109
Summit Wealth Partners
Florida
$20.5M -$701K -9,760 -3%
CAL
110
Capital Advisors Ltd
Ohio
$20.2M -$136K -1,894 -0.7%
TC
111
Trilogy Capital
California
$20M +$366K +5,087 +2%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$19.6M +$1.69M +23,565 +10%
UCFA
113
United Capital Financial Advisors
Texas
$19.5M -$1.76M -24,467 -8%
1WM
114
1900 Wealth Management
Texas
$19.5M -$58.4K -813 -0.3%
CAAS
115
Capital Asset Advisory Services
Michigan
$19.2M -$1.19M -16,601 -6%
Citigroup
116
Citigroup
New York
$19M -$9.06M -126,026 -33%
SYBT
117
Stock Yards Bank & Trust
Kentucky
$18.9M -$1.67M -23,272 -8%
WDL
118
Well Done LLC
Michigan
$18.6M -$100K -1,397 -0.5%
LWA
119
Lowe Wealth Advisors
Maryland
$18.5M -$1.14M -15,923 -6%
CWM
120
Cornerstone Wealth Management
Missouri
$18.3M +$18.1M +251,938 New
JAG
121
Journey Advisory Group
Kentucky
$18.1M +$17.5M +243,091 +4,310%
RJT
122
Raymond James Trust
Florida
$17.7M -$2.22M -30,844 -11%
MAC
123
Mason & Associates (California)
California
$17.6M -$281K -3,912 -2%
WFA
124
Wells Financial Advisors
Massachusetts
$17.4M -$113K -1,574 -0.7%
BSSFA
125
Baron Silver Stevens Financial Advisors
Florida
$17.2M -$2.76M -38,431 -14%