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
LWA
101
Lineweaver Wealth Advisors
Ohio
$20.8M -$448K -6,010 -2%
MCM
102
MV Capital Management
Maryland
$20.8M -$465K -6,236 -2%
MWM
103
Moran Wealth Management
Florida
$20.7M +$8.5M +113,953 +66%
AP
104
Agilis Partners
Massachusetts
$20.5M -$825K -11,060 -4%
JC
105
JB Capital
Connecticut
$20.1M -$4.27M -57,259 -17%
CAL
106
Capital Advisors Ltd
Ohio
$20M -$67K -899 -0.3%
SWP
107
Summit Wealth Partners
Florida
$20M -$291K -3,902 -1%
SAG
108
SageView Advisory Group
California
$19.8M -$5.7M -76,422 -22%
CWM
109
Cornerstone Wealth Management
Missouri
$19.6M -$82.1K -1,101 -0.4%
TC
110
Trilogy Capital
California
$18.6M -$505K -6,770 -3%
LWA
111
Lowe Wealth Advisors
Maryland
$18.1M -$264K -3,540 -1%
CAAS
112
Capital Asset Advisory Services
Michigan
$18M -$582K -7,807 -3%
AWM
113
Axxcess Wealth Management
California
$17.9M +$18.5M +247,775 New
TLFA
114
True Link Financial Advisors
California
$17.8M +$418K +5,608 +2%
Citadel Advisors
115
Citadel Advisors
Florida
$17.7M +$9.98M +133,859 +121%
SC
116
Sykon Capital
New York
$17.3M +$7.46M +100,033 +72%
JAG
117
Journey Advisory Group
Kentucky
$17.3M +$808K +10,835 +5%
WDL
118
Well Done LLC
Michigan
$17.3M -$937K -12,567 -5%
BSSFA
119
Baron Silver Stevens Financial Advisors
Florida
$17.2M -$403K -5,402 -2%
SYBT
120
Stock Yards Bank & Trust
Kentucky
$17M -$392K -5,264 -2%
SWM
121
Spire Wealth Management
Virginia
$16.8M +$1.52M +20,423 +10%
KL
122
KWMG LLC
Kansas
$16.4M +$654K +8,772 +4%
Creative Planning
123
Creative Planning
Kansas
$16.3M -$392K -5,262 -2%
TWC
124
TD Waterhouse Canada
Ontario, Canada
$16.3M -$170K -2,283 -1%
Citigroup
125
Citigroup
New York
$16.1M -$4.08M -54,726 -20%