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iShares MSCI USA Small-Cap Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$380M +$14.4M +379,030 +4%
Bank of America
2
Bank of America
North Carolina
$60.5M -$557K -14,717 -0.9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.7M +$3.65M +96,467 +19%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$22.4M +$1.48K +39 +0%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$22M +$4.17M +110,032 +23%
LS
6
Leelyn Smith
Illinois
$15.2M -$192K -5,074 -1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$14.3M +$881K +23,257 +7%
LPL Financial
8
LPL Financial
California
$13.7M -$1.68M -44,395 -11%
AIC
9
Ameritas Investment Company
Nebraska
$12M -$6.33M -167,101 -81%
Ameriprise
10
Ameriprise
Minnesota
$10.5M +$1.37M +36,275 +15%
CCFM
11
Clear Creek Financial Management
Washington
$7.43M +$5.79M +152,962 +361%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$6.54M -$251K -6,628 -4%
CWM
13
Cornerstone Wealth Management
Missouri
$5.72M +$537K +14,186 +10%
BWM
14
Brickley Wealth Management
California
$5.35M +$720 +19 +0%
UBS Group
15
UBS Group
Switzerland
$5.1M +$229K +6,058 +5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.44M -$178K -4,702 -4%
WFA
17
Wade Financial Advisory
California
$4.38M +$103K +2,728 +2%
Creative Planning
18
Creative Planning
Kansas
$4.13M +$99K +2,614 +2%
HSA
19
HBK Sorce Advisory
Pennsylvania
$4.09M -$3.56M -93,935 -47%
KAS
20
Kestra Advisory Services
Texas
$4.01M -$602K -15,904 -13%
RJT
21
Raymond James Trust
Florida
$3.95M +$225K +5,933 +6%
PG
22
Prostatis Group
Maryland
$3.91M +$262K +6,918 +7%
SPIA
23
Steward Partners Investment Advisory
New York
$3.82M -$411K -10,860 -10%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.77M -$2.1M -55,559 -36%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.72M -$493K -13,021 -12%