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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
51
Capstone Investment Advisors
New York
$46.4M +$45.8M +643,380 New
Stifel Financial
52
Stifel Financial
Missouri
$46.2M -$1.09M -15,380 -2%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$43.9M +$13.2M +185,978 +44%
HF
54
Halpern Financial
Virginia
$42.9M -$8.14M -114,322 -16%
AWM
55
AE Wealth Management
Kansas
$42.8M -$6.49M -91,211 -13%
M&T Bank
56
M&T Bank
New York
$42.8M +$3.86M +54,180 +10%
HI
57
Horizon Investments
North Carolina
$42.2M +$240K +3,372 +0.6%
SAG
58
SageView Advisory Group
California
$42.2M +$41.7M +585,302 New
AWMS
59
Advocacy Wealth Management Services
Georgia
$42M +$41.2M +578,711 +16,877%
KeyBank National Association
60
KeyBank National Association
Ohio
$40.2M +$253K +3,560 +0.6%
Two Sigma Investments
61
Two Sigma Investments
New York
$39.2M -$19.3M -271,900 -33%
FFA
62
Fragasso Financial Advisors
Pennsylvania
$38.5M -$994K -13,975 -3%
SWP
63
Stratos Wealth Partners
Ohio
$37.7M +$396K +5,569 +1%
DLIC
64
Daido Life Insurance Company
Japan
$37M
IDA
65
Intelligence Driven Advisers
California
$36.8M +$1.11M +15,558 +3%
Truist Financial
66
Truist Financial
North Carolina
$36.6M +$2.47M +34,696 +7%
CAN
67
Cetera Advisor Networks
California
$36.6M +$12.3M +172,449 +51%
AWAG
68
ARS Wealth Advisors Group
Florida
$35.8M -$3.32M -46,687 -9%
GWM
69
Geneos Wealth Management
Colorado
$35.7M +$971K +13,642 +3%
OIA
70
OneDigital Investment Advisors
Kansas
$35.1M +$19.5M +273,600 +128%
EWM
71
Executive Wealth Management
Michigan
$34.1M +$31.4M +441,293 +1,379%
SAS
72
Sanford Advisory Services
Michigan
$34.1M +$510K +7,161 +2%
KAS
73
Kestra Advisory Services
Texas
$33.3M -$3M -42,215 -8%
KA
74
Klingman & Associates
New York
$33.1M -$191K -2,686 -0.6%
CAG
75
Crestwood Advisors Group
Massachusetts
$32.4M +$1.03M +14,474 +3%