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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
$394M +$6.98M +197,724 +2%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$92.3M +$13.7M +387,649 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$88.7M +$12.5M +354,681 +16%
Bank of America
4
Bank of America
North Carolina
$52.5M -$1.13M -32,055 -2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.2M -$2.53M -71,684 -13%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.2M -$204K -5,775 -2%
Ameriprise
7
Ameriprise
Minnesota
$9.91M -$52.2K -1,477 -0.5%
LPL Financial
8
LPL Financial
California
$9.31M -$582K -16,481 -6%
WMR
9
Wealth Management Resources
Rhode Island
$9.23M +$217K +6,133 +2%
SGI
10
Summit Global Investments
Utah
$8.04M +$1.86M +52,791 +29%
UBS Group
11
UBS Group
Switzerland
$5.11M +$483K +13,662 +10%
WFA
12
Wade Financial Advisory
California
$5.04M +$341K +9,653 +7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.79M +$765K +21,664 +19%
BPA
14
Beacon Pointe Advisors
California
$4.51M -$244K -6,921 -5%
BWM
15
Brickley Wealth Management
California
$4.46M +$1.52K +43 +0%
RJT
16
Raymond James Trust
Florida
$3.99M +$185K +5,224 +5%
Creative Planning
17
Creative Planning
Kansas
$3.57M -$65.8K -1,863 -2%
TFA
18
Transamerica Financial Advisors
Florida
$3.5M +$1.34M +37,864 +60%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.8M -$465K -13,175 -14%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$2.71M -$114K -3,241 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.52M -$1.86M -52,697 -42%
Wells Fargo
22
Wells Fargo
California
$2.49M +$1.49M +42,240 +142%
KAS
23
Kestra Advisory Services
Texas
$2.16M -$99.5K -2,818 -4%
PFA
24
Professional Financial Advisors
Nebraska
$2.13M +$1.24M +35,178 +158%
HNWAG
25
High Net Worth Advisory Group
Florida
$1.81M -$68.4K -1,935 -4%