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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
$402M +$12.3M +358,552 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$112M +$20.6M +602,567 +23%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$106M +$17.9M +523,070 +20%
Bank of America
4
Bank of America
North Carolina
$50.1M -$1.84M -53,862 -4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.3M +$320K +9,349 +2%
SGI
6
Summit Global Investments
Utah
$11.8M +$3.85M +112,407 +48%
WMR
7
Wealth Management Resources
Rhode Island
$10.2M +$1.06M +30,848 +12%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.64M -$1.38M -40,281 -13%
Ameriprise
9
Ameriprise
Minnesota
$8.51M -$1.29M -37,593 -13%
LPL Financial
10
LPL Financial
California
$8.46M -$743K -21,723 -8%
UBS Group
11
UBS Group
Switzerland
$5.24M +$185K +5,407 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.09M +$360K +10,511 +8%
WFA
13
Wade Financial Advisory
California
$5.05M +$68.4K +1,999 +1%
BWM
14
Brickley Wealth Management
California
$4.41M +$1.71K +50 +0%
RJT
15
Raymond James Trust
Florida
$4.05M +$110K +3,211 +3%
BPA
16
Beacon Pointe Advisors
California
$3.84M -$617K -18,027 -14%
Creative Planning
17
Creative Planning
Kansas
$3.53M +$205 +6 +0%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.11M +$341K +9,979 +12%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$2.68M +$479 +14 +0%
KAS
20
Kestra Advisory Services
Texas
$2.05M -$79.3K -2,316 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.89M +$210K +6,143 +13%
SPIA
22
Steward Partners Investment Advisory
New York
$1.78M +$31.5K +920 +2%
HNWAG
23
High Net Worth Advisory Group
Florida
$1.71M -$78.5K -2,293 -4%
BMCM
24
Burns Matteson Capital Management
New York
$1.43M -$31.9K -931 -2%
AWM
25
Apollon Wealth Management
South Carolina
$1.38M -$3.59K -105 -0.3%