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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
176
Gerber Kawasaki Wealth & Investment Management
California
$321K +$320K +7,684 New
HCA
177
Harbour Capital Advisors
Virginia
$306K
Axa
178
Axa
France
$300K
PJSIMP
179
P.J. Schmidt Investment Management (PJS)
Wisconsin
$295K +$72.3K +1,735 +33%
AFP
180
Ausdal Financial Partners
Iowa
$293K +$292K +7,014 New
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$291K +$253K +6,067 +687%
PPA
182
Parametric Portfolio Associates
Washington
$279K +$278K +6,665 New
APSP
183
Asset Planning Services (Pennsylvania)
Pennsylvania
$277K +$2.42K +58 +0.9%
Neuberger Berman Group
184
Neuberger Berman Group
New York
$256K +$255K +6,125 New
SHA
185
Smith Hayes Advisers
Nebraska
$255K +$254K +6,095 New
Cetera Investment Advisers
186
Cetera Investment Advisers
Illinois
$250K +$250K +5,992 New
PL
187
Parthenon LLC
Kentucky
$249K
SAM
188
Shamrock Asset Management
Texas
$237K -$10.5K -251 -4%
Sumitomo Mitsui Trust Group
189
Sumitomo Mitsui Trust Group
Japan
$235K +$231K +5,549 New
Chevy Chase Trust
190
Chevy Chase Trust
Maryland
$234K
VF
191
Virtu Financial
New York
$230K +$229K +5,491 New
DP
192
Dearborn Partners
Illinois
$229K +$228K +5,480 New
WS
193
Wedbush Securities
California
$221K +$220K +5,275 New
EFS
194
Essex Financial Services
Connecticut
$221K +$220K +5,283 New
VFS
195
VSR Financial Services
Kansas
$211K +$210K +5,037 New
LNB
196
Ledyard National Bank
$199K -$2.5K -60 -1%
MA
197
MUFG Americas
New York
$189K -$7.83K -188 -4%
DADC
198
D.A. Davidson & Co
Montana
$167K +$66.7K +1,600 +67%
WEC
199
Winslow Evans & Crocker
Massachusetts
$166K +$166K +3,976 New
EWM
200
Evercore Wealth Management
New York
$143K