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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
76
Level Four Advisory Services
Texas
$36.1M -$1.82M -28,722 -4%
MPW
77
Monterey Private Wealth
California
$35.6M +$3.87M +60,937 +10%
FT
78
Fiduciary Trust
Massachusetts
$34.7M +$4.24M +66,875 +12%
EWM
79
Executive Wealth Management
Michigan
$34M +$12.8M +201,614 +47%
SHJ
80
Sharkey, Howes & Javer
Colorado
$33.7M -$4.98M -78,525 -11%
MIAN
81
Mariner Independent Advisor Network
Kansas
$33.5M +$1.64M +25,814 +4%
SWP
82
Stratos Wealth Partners
Ohio
$33.4M +$4.38M +69,034 +13%
Comerica Bank
83
Comerica Bank
Texas
$32.7M -$1.42M -22,450 -4%
FFA
84
Fragasso Financial Advisors
Pennsylvania
$31.8M +$433K +6,818 +1%
SPIA
85
Strategic Point Investment Advisors
Rhode Island
$31.7M +$19M +299,312 +104%
HighTower Advisors
86
HighTower Advisors
Illinois
$31.5M +$7.44M +117,298 +25%
PA
87
Parallel Advisors
California
$31.2M +$6.49M +102,266 +22%
SIA
88
Sovereign Investment Advisors
Arizona
$30.8M +$73.7K +1,162 +0.2%
TC
89
Trilogy Capital
California
$29.9M +$11.6M +183,239 +57%
GWM
90
Geneos Wealth Management
Colorado
$29.3M -$15.3M -241,421 -31%
IWC
91
Integrated Wealth Concepts
Massachusetts
$28.5M -$2.75M -43,406 -8%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$28.3M +$1.82M +28,749 +6%
BA
93
BCM Advisors
Louisiana
$28.2M +$32.8M +517,106 +8,939%
TIA
94
Traphagen Investment Advisors
New Jersey
$27.4M -$2.54M -40,060 -7%
RCAG
95
Rehmann Capital Advisory Group
Michigan
$25.8M +$30.3M +477,661 New
TCM
96
TD Capital Management
Tennessee
$25.8M -$1.04M -16,373 -3%
BCI
97
Brinker Capital Investments
Pennsylvania
$25.6M +$26.3M +413,961 +694%
BFG
98
Bouchey Financial Group
New York
$25.1M +$16.9M +266,180 +134%
DLIC
99
Daido Life Insurance Company
Japan
$25.1M
AAS
100
Avantax Advisory Services
Texas
$24.8M -$2.51M -39,578 -8%