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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
ARS Wealth Advisors
Florida
$56.5M -$2M -33,735 -3%
CAN
52
Cetera Advisor Networks
California
$56.1M +$1.02M +17,121 +2%
SP
53
Symmetry Partners
Connecticut
$55.7M +$51.2M +861,944 +1,519%
GA
54
Gateway Advisory
New Jersey
$55.4M +$30.6M +516,336 +130%
UCFA
55
United Capital Financial Advisors
Texas
$54.5M -$6.59M -111,007 -11%
FA
56
Financial Advisors
Massachusetts
$54.5M +$6.12M +103,179 +13%
AssetMark Inc
57
AssetMark Inc
California
$53.8M -$2.43M -40,959 -4%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$53M
EH
59
Equitable Holdings
New York
$52.9M +$4.38M +73,767 +9%
PWP
60
Personal Wealth Partners
Minnesota
$50.5M +$835K +14,073 +2%
SPC
61
Sigma Planning Corp
Michigan
$50.4M +$683K +11,501 +1%
BA
62
BCM Advisors
Louisiana
$47.8M +$15.7M +265,339 +51%
WAOI
63
Wealth Advisors of Iowa
Iowa
$47.6M -$25.3M -425,674 -35%
SPIA
64
Steward Partners Investment Advisory
New York
$47.6M +$317K +5,343 +0.7%
AWS
65
AJ Wealth Strategies
New York
$46.5M -$44.2M -745,162 -49%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$46.1M -$2.44M -41,175 -5%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$45.6M -$4.88M -82,153 -10%
SEIA
68
Signature Estate & Investment Advisors
California
$45.6M -$27.4K -461 -0.1%
EWM
69
Executive Wealth Management
Michigan
$45.2M +$6.85M +115,509 +18%
Stifel Financial
70
Stifel Financial
Missouri
$45M -$1.76M -29,727 -4%
AAS
71
Avantax Advisory Services
Texas
$43.9M +$15.7M +264,421 +58%
FT
72
Fiduciary Trust
Massachusetts
$43.8M +$4.67M +78,677 +12%
Citigroup
73
Citigroup
New York
$43M +$2.08M +35,026 +5%
MIAN
74
Mariner Independent Advisor Network
Kansas
$42.9M +$3.56M +60,041 +9%
FBFS
75
First Business Financial Services
Wisconsin
$42.5M -$3.66M -61,715 -8%