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iShares MSCI USA Min Vol Factor ETF
USMV

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
201
Apella Capital
Connecticut
$10.7M +$3.51M +45,298 +52%
FAIM
202
Financial Advocates Investment Management
Washington
$10.7M -$7.26M -93,802 -42%
SWG
203
Summit Wealth Group
Vermont
$10.5M +$311K +4,016 +3%
KL
204
KilterHowling LLC
Colorado
$10.5M +$10.1M +129,993 New
GIA
205
Gladstone Institutional Advisory
Florida
$10.5M +$3M +38,794 +43%
MFA
206
Mayflower Financial Advisors
Massachusetts
$10.5M +$27.7K +358 +0.3%
AAS
207
Ameritas Advisory Services
Nebraska
$10.5M +$10M +129,369 New
CAM
208
Cresset Asset Management
Illinois
$10.4M +$8.61M +111,257 +636%
FSA
209
Financial Sense Advisors
California
$10.4M -$265K -3,428 -3%
FLA
210
Financial Life Advisors
Texas
$10.3M +$258K +3,329 +3%
CGFA
211
Colton Groome Financial Advisors
North Carolina
$10.2M -$1.39M -18,015 -12%
OWA
212
One Wealth Advisors
California
$10.2M +$1.19M +15,419 +14%
BWM
213
Brickley Wealth Management
California
$10.2M -$161K -2,073 -2%
CB
214
Community Bank
New York
$10.2M +$116K +1,495 +1%
ACM
215
Allred Capital Management
Texas
$10.2M -$136K -1,755 -1%
SWM
216
Spire Wealth Management
Virginia
$10.2M -$179K -2,306 -2%
MA
217
MONECO Advisors
Connecticut
$10.1M -$402K -5,187 -4%
EPP
218
ETF Portfolio Partners
Kansas
$10.1M +$3.17K +41 +0%
LRIA
219
Leonard Rickey Investment Advisors
Washington
$10M +$9.61M +124,126 New
CCC
220
Crescent Capital Consulting
Louisiana
$9.84M +$5.89M +76,011 +167%
TWC
221
TD Waterhouse Canada
Ontario, Canada
$9.6M +$8.52M +110,084 New
PA
222
PSI Advisors
Florida
$9.59M +$236K +3,047 +3%
NEPWA
223
New England Private Wealth Advisors
Massachusetts
$9.52M -$4.34K -56 -0%
PWAG
224
Polaris Wealth Advisory Group
California
$9.4M +$9M +116,252 New
BCI
225
Brinker Capital Investments
Pennsylvania
$9.37M -$1.37M -17,705 -13%
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9
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