We are live on ! Find out more
USMV icon

iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
51
Advocacy Wealth Management Services
Georgia
$57.4M +$2.09M +28,011 +4%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$56.9M -$5.12M -68,725 -8%
SPIA
53
Steward Partners Investment Advisory
New York
$50M +$253K +3,396 +0.5%
PAG
54
Private Advisor Group
New Jersey
$48.8M -$866K -11,615 -2%
Capstone Investment Advisors
55
Capstone Investment Advisors
New York
$45M -$47.3M -633,971 -50%
LFA
56
Legacy Financial Advisors
Kentucky
$44.2M -$1.1M -14,725 -2%
CAN
57
Cetera Advisor Networks
California
$42.9M +$815K +10,925 +2%
NA
58
NewEdge Advisors
Louisiana
$42.1M -$1M -13,422 -2%
FFA
59
Fragasso Financial Advisors
Pennsylvania
$39.1M +$110K +1,474 +0.3%
Stifel Financial
60
Stifel Financial
Missouri
$38.9M -$9.47M -126,990 -19%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$38.8M +$5.48M +73,511 +16%
GWM
62
Geneos Wealth Management
Colorado
$38.1M +$1.19M +15,986 +3%
OIA
63
OneDigital Investment Advisors
Kansas
$37.7M -$14.6M -195,310 -27%
Truist Financial
64
Truist Financial
North Carolina
$37.4M -$2.55M -34,184 -6%
BCI
65
Brinker Capital Investments
Pennsylvania
$36.9M +$20.7M +278,011 +120%
OPS
66
Orion Portfolio Solutions
Nebraska
$36.9M +$20.7M +278,011 +120%
M&T Bank
67
M&T Bank
New York
$36.7M -$1.48M -19,872 -4%
AWAG
68
ARS Wealth Advisors Group
Florida
$35.5M +$504K +6,753 +1%
AWS
69
Atria Wealth Solutions
New York
$34.1M +$1.33M +17,879 +4%
KeyBank National Association
70
KeyBank National Association
Ohio
$33.9M -$3.49M -46,782 -9%
EWM
71
Executive Wealth Management
Michigan
$31.7M +$14.2M +190,396 +77%
AllianceBernstein
72
AllianceBernstein
Tennessee
$31.5M -$516K -6,920 -2%
WP
73
WealthSource Partners
California
$31.3M +$2.09M +27,968 +7%
HF
74
Halpern Financial
Virginia
$30.5M -$5.03M -67,524 -14%
KA
75
Klingman & Associates
New York
$30.4M -$697K -9,343 -2%