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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
151
O'Brien Wealth Partners
Massachusetts
$1.91M -$196K -4,714 -10%
HighTower Advisors
152
HighTower Advisors
Illinois
$1.88M -$17.8K -427 -1%
CCG
153
Cypress Capital Group
Florida
$1.84M +$240K +5,775 +16%
FAAS
154
First Allied Advisory Services
California
$1.84M +$865K +20,797 +100%
PTC
155
Private Trust Company
Ohio
$1.83M +$1.41M +33,908 +439%
WP
156
WealthSource Partners
California
$1.82M +$1.72M +41,450 New
BCMO
157
Buckingham Capital Management (Ohio)
Ohio
$1.81M +$1.72M +41,272 New
AEPG
158
American Economic Planning Group
New Jersey
$1.78M +$763K +18,330 +82%
IPC
159
Independent Portfolio Consultants
Florida
$1.78M +$1.69M +40,525 New
CG
160
Colony Group
Massachusetts
$1.72M -$1.71M -41,068 -51%
BCM
161
Brookstone Capital Management
Illinois
$1.59M +$1.51M +36,208 New
JMPWA
162
JP Morgan Private Wealth Advisors
California
$1.58M +$1.5M +35,962 New
VWA
163
V Wealth Advisors
Kansas
$1.57M +$1.49M +35,799 New
IA
164
IFP Advisors
Florida
$1.53M -$461K -11,092 -30%
FT
165
Fiduciary Trust
Massachusetts
$1.46M +$48.9K +1,175 +4%
FSA
166
Financial Sense Advisors
California
$1.43M +$53.1K +1,277 +4%
ICOA
167
Investment Centers of America
North Dakota
$1.39M +$112K +2,700 +9%
FMP
168
Financial Management Professionals
Texas
$1.29M +$1.22M +29,353 New
FCT
169
Family Capital Trust
Massachusetts
$1.27M +$1.2M +28,860 New
MIAN
170
Mariner Independent Advisor Network
Kansas
$1.18M +$122K +2,938 +12%
SS
171
Simplicity Solutions
Minnesota
$1.18M +$443K +10,641 +66%
CCM
172
Coldstream Capital Management
Washington
$1.11M +$1.05M +25,209 New
PRCM
173
Pine River Capital Management
Minnesota
$1.1M
AAM
174
Aureus Asset Management
Massachusetts
$1.05M +$995K +23,905 New
CC
175
Courier Capital
New York
$1.04M +$257K +6,173 +35%