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iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV

Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$386M +$5.98M +174,139 +2%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$78.7M +$16.6M +483,818 +27%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$76.2M +$16M +466,296 +27%
Bank of America
4
Bank of America
North Carolina
$53.5M +$3.95M +114,898 +8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$19.6M +$896K +26,085 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.3M -$528K -15,365 -4%
Ameriprise
7
Ameriprise
Minnesota
$9.93M +$3.08M +89,509 +45%
LPL Financial
8
LPL Financial
California
$9.86M -$964K -28,061 -9%
WMR
9
Wealth Management Resources
Rhode Island
$9.02M -$55.9K -1,627 -0.6%
SGI
10
Summit Global Investments
Utah
$6.2M +$282K +8,201 +5%
BPA
11
Beacon Pointe Advisors
California
$4.74M -$1.1K -32 -0%
WFA
12
Wade Financial Advisory
California
$4.69M -$359K -10,457 -7%
UBS Group
13
UBS Group
Switzerland
$4.63M +$99.2K +2,885 +2%
BWM
14
Brickley Wealth Management
California
$4.44M -$15.2K -443 -0.3%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.34M +$439K +12,784 +11%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.03M +$390K +11,334 +11%
RJT
17
Raymond James Trust
Florida
$3.8M -$5.02K -146 -0.1%
Creative Planning
18
Creative Planning
Kansas
$3.63M -$20.8K -606 -0.6%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.25M +$123K +3,567 +4%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$2.82M +$8.73K +254 +0.3%
KAS
21
Kestra Advisory Services
Texas
$2.25M -$589K -17,127 -21%
TFA
22
Transamerica Financial Advisors
Florida
$2.18M +$17.1K +497 +0.8%
SPC
23
Sigma Planning Corp
Michigan
$2.13M -$53.5K -1,557 -2%
LS
24
Leelyn Smith
Illinois
$2.05M +$762K +22,165 +60%
HNWAG
25
High Net Worth Advisory Group
Florida
$1.87M -$201K -5,834 -10%
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