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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
$408M +$10.5M +286,679 +3%
Bank of America
2
Bank of America
North Carolina
$51.9M -$1.85M -50,481 -3%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$44.1M +$6.69M +182,375 +18%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$41.3M +$5.21M +142,006 +15%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.3M +$1.14M +31,169 +8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.8M -$7.74M -211,031 -38%
LPL Financial
7
LPL Financial
California
$11.8M -$172K -4,701 -1%
Ameriprise
8
Ameriprise
Minnesota
$9.36M +$73.5K +2,005 +0.8%
WMR
9
Wealth Management Resources
Rhode Island
$7.75M +$191K +5,205 +3%
SGI
10
Summit Global Investments
Utah
$5.53M +$4.39M +119,762 +414%
BPA
11
Beacon Pointe Advisors
California
$5.27M -$3.18M -86,552 -38%
BWM
12
Brickley Wealth Management
California
$5.05M -$48.6K -1,325 -1%
UBS Group
13
UBS Group
Switzerland
$4.95M +$237K +6,473 +5%
WFA
14
Wade Financial Advisory
California
$4.43M +$769K +20,957 +21%
Creative Planning
15
Creative Planning
Kansas
$4.07M +$10.3K +280 +0.3%
RJT
16
Raymond James Trust
Florida
$3.89M -$226K -6,159 -6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.88M -$275K -7,498 -7%
AAS
18
Ameritas Advisory Services
Nebraska
$3.67M -$1.67M -45,623 -32%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.52M +$246K +6,703 +8%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$3.09M -$69.2K -1,886 -2%
KAS
21
Kestra Advisory Services
Texas
$2.73M -$128K -3,497 -5%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.69M -$553K -15,082 -18%
SPC
23
Sigma Planning Corp
Michigan
$2.42M +$28K +764 +1%
HNWAG
24
High Net Worth Advisory Group
Florida
$2.4M +$135K +3,675 +6%
SPIA
25
Steward Partners Investment Advisory
New York
$2.29M -$588K -16,025 -21%