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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
Merit Financial Group
Georgia
$138M +$61.4M +1,034,396 +83%
PPFA
27
Provida Pension Fund Administrator
Chile
$136M +$78.6M +1,325,000 +144%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$135M
EMPI
29
Elo Mutual Pension Insurance
Finland
$133M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$129M -$675K -11,370 -0.5%
CC
31
Cassaday & Co
Virginia
$125M +$11.6M +195,937 +10%
SAM
32
Securian Asset Management
Minnesota
$122M -$16.3M -275,100 -12%
CFA
33
Carroll Financial Associates
North Carolina
$121M -$617K -10,401 -0.5%
MML Investors Services
34
MML Investors Services
Massachusetts
$118M -$12.8M -216,115 -10%
DCC
35
Dow Chemical Company
Michigan
$117M
SIRP
36
Shelter Insurance Retirement Plan
Missouri
$102M -$3.7M -62,400 -4%
LFA
37
Legacy Financial Advisors
Kentucky
$101M -$10.9M -183,127 -10%
Truist Financial
38
Truist Financial
North Carolina
$96.3M -$14.4M -242,048 -13%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$96.3M -$22.8M -384,400 -19%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$89.1M -$22.4M -377,427 -20%
PAG
41
Private Advisor Group
New Jersey
$89M +$7.74M +130,405 +10%
CPO
42
Cerity Partners OCIO
New York
$83.8M +$3.2M +54,006 +4%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$77.6M -$5.48M -92,301 -7%
GHA
44
GW Henssler & Associates
Georgia
$75.2M +$3.6M +60,715 +5%
GW
45
GW & Wade
Massachusetts
$73.3M +$618K +10,419 +0.9%
AllianceBernstein
46
AllianceBernstein
Tennessee
$69.6M +$68.1M +1,147,861 New
AWMS
47
Advocacy Wealth Management Services
Georgia
$68.8M +$3.45M +58,082 +5%
NA
48
Nottingham Advisors
New York
$60.9M -$1.34M -22,558 -2%
GT
49
Glenmede Trust
Pennsylvania
$60.4M -$13.4M -225,299 -18%
JIC
50
Johnson Investment Counsel
Ohio
$58M +$4.22M +71,190 +8%