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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$135M
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$130M -$768K -11,669 -0.6%
SAM
28
Securian Asset Management
Minnesota
$122M -$7.21M -109,450 -6%
MML Investors Services
29
MML Investors Services
Massachusetts
$119M -$2.29M -34,789 -2%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$117M +$6.54M +99,400 +6%
SIRP
31
Shelter Insurance Retirement Plan
Missouri
$112M -$2.25M -34,200 -2%
FI
32
FormulaFolio Investments
Michigan
$108M +$104M +1,583,887 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$104M -$615K -9,343 -0.6%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$100M +$6.28M +95,332 +7%
Truist Financial
35
Truist Financial
North Carolina
$98.9M +$9.33M +141,688 +11%
CPO
36
Cerity Partners OCIO
New York
$97.9M +$3.03M +46,003 +3%
Two Sigma Investments
37
Two Sigma Investments
New York
$96M -$26.7M -406,100 -22%
KeyBank National Association
38
KeyBank National Association
Ohio
$91.9M -$46.6M -707,740 -34%
AWMS
39
Advocacy Wealth Management Services
Georgia
$89.5M +$4.54M +68,928 +6%
GHA
40
GW Henssler & Associates
Georgia
$88.2M +$1.73M +26,235 +2%
PAG
41
Private Advisor Group
New Jersey
$87.3M -$13.9M -211,253 -14%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$86M +$65.6K +996 +0.1%
PI
43
PFS Investments
Georgia
$85.7M -$4.57M -69,344 -5%
LFA
44
Legacy Financial Advisors
Kentucky
$84.1M -$26.5M -402,981 -25%
AssetMark Inc
45
AssetMark Inc
California
$81.4M +$7.26M +110,342 +10%
GW
46
GW & Wade
Massachusetts
$78.7M -$1.96M -29,768 -3%
SAS
47
Sanford Advisory Services
Michigan
$78M +$75.7M +1,149,482 New
AllianceBernstein
48
AllianceBernstein
Tennessee
$77.7M +$790K +12,004 +1%
JIC
49
Johnson Investment Counsel
Ohio
$71.4M +$4.81M +73,007 +7%
FA
50
Financial Advisors
Massachusetts
$62M +$2.02M +30,726 +3%