We are live on ! Find out more
SMMV icon

iShares MSCI USA Small-Cap Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$279M +$15.2M +508,110 +6%
Bank of America
2
Bank of America
North Carolina
$70.2M -$11.4M -381,642 -14%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$26.9M +$237K +7,914 +0.9%
HSA
4
HBK Sorce Advisory
Pennsylvania
$19.3M +$19.2M +642,271 +3,247%
KAS
5
Kestra Advisory Services
Texas
$14.3M +$14.6M +489,240 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$12.9M -$18.6M -622,601 -59%
LS
7
Leelyn Smith
Illinois
$12.5M +$2.17M +72,632 +20%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.8M +$3.47M +115,984 +40%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$11.7M +$2.75M +91,945 +30%
LPL Financial
10
LPL Financial
California
$11.4M -$2.79M -93,378 -19%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.92M -$2.79M -93,342 -22%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$8.25M +$3.62M +121,050 +75%
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$7.62M +$7.56M +252,953 +3,295%
UWM
14
USAdvisors Wealth Management
Minnesota
$7.07M +$48.6K +1,627 +0.7%
Citadel Advisors
15
Citadel Advisors
Florida
$6.3M +$6.45M +215,740 New
SFA
16
Stewardship Financial Advisors
Georgia
$5.75M +$350K +11,725 +6%
MML Investors Services
17
MML Investors Services
Massachusetts
$5.64M +$372K +12,459 +7%
W
18
Wealthquest
Ohio
$5.23M +$583K +19,506 +12%
Goldman Sachs
19
Goldman Sachs
New York
$4.45M +$4.25M +142,173 +1,431%
SPIA
20
Steward Partners Investment Advisory
New York
$4.26M +$895K +29,931 +26%
BWM
21
Brickley Wealth Management
California
$4.13M +$330K +11,037 +9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.95M -$355K -11,866 -8%
UBS Group
23
UBS Group
Switzerland
$3.78M +$356K +11,907 +10%
Creative Planning
24
Creative Planning
Kansas
$3.24M +$3.31M +110,857 New
PAG
25
Private Advisor Group
New Jersey
$3.2M +$812K +27,173 +33%