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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
151
Community Bank
New York
$17.1M -$2.06M -34,695 -11%
CS
152
Credit Suisse
Switzerland
$17M -$146K -2,454 -0.9%
SWP
153
Summit Wealth Partners
Florida
$17M +$302K +5,083 +2%
IAN
154
Integrated Advisors Network
Texas
$16.8M +$16.5M +277,496 New
LNC
155
Lincoln National Corp
Pennsylvania
$16.6M +$602K +10,142 +4%
KA
156
Klingman & Associates
New York
$16.6M +$265K +4,468 +2%
SQA
157
Simon Quick Advisors
New Jersey
$16.4M +$3.85M +64,916 +32%
IWS
158
Insight Wealth Strategies
California
$16.3M +$2.19M +36,861 +16%
TF
159
TLWM Financial
Texas
$16M +$459K +7,743 +3%
RJT
160
Raymond James Trust
Florida
$16M +$3.14M +52,946 +25%
LWA
161
Lineweaver Wealth Advisors
Ohio
$15.9M +$589K +9,926 +4%
HCM
162
Hengehold Capital Management
Ohio
$15.5M +$952K +16,041 +7%
IDA
163
Intelligence Driven Advisers
California
$15.5M -$400K -6,748 -3%
MFG
164
Magnus Financial Group
New York
$15.3M +$14.1M +237,616 +1,530%
MBT
165
Montecito Bank & Trust
California
$14.8M -$56.9K -959 -0.4%
CFGS
166
Concourse Financial Group Securities
Alabama
$14.8M -$1.77M -29,806 -11%
RCM
167
Rain Capital Management
Oregon
$14.5M -$3.95M -66,523 -22%
SCM
168
Stonehearth Capital Management
Massachusetts
$14.4M +$128K +2,165 +1%
SMG
169
Smart Money Group
Texas
$13.8M +$1.37M +23,155 +11%
CSWG
170
Cardinal Strategic Wealth Guidance
Kentucky
$13.7M -$201K -3,383 -1%
BRWA
171
B. Riley Wealth Advisors
Florida
$13.7M -$1.6M -26,947 -11%
ASN
172
Advisory Services Network
Georgia
$13.6M +$220K +3,700 +2%
WI
173
Wintrust Investments
Illinois
$13.6M +$739K +12,447 +6%
CA
174
Clearstead Advisors
Ohio
$13.6M -$1.75M -29,455 -12%
WFWM
175
Wechter Feldman Wealth Management
New Jersey
$13.5M +$13.2M +222,691 New
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