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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Allstate Corporation
Illinois
$126M
Bank of America
2
Bank of America
North Carolina
$109M -$5.31M -159,004 -5%
Morgan Stanley
3
Morgan Stanley
New York
$80.9M -$761K -22,765 -0.9%
3AM
4
3D Asset Management
Connecticut
$42.8M +$42.2M +1,264,163 +5,523%
BG
5
BlackRock Group
United Kingdom
$40.4M
NA
6
Nottingham Advisors
New York
$25M +$1.82M +54,564 +8%
S
7
SignatureFD
Georgia
$22.1M +$1.45M +43,264 +7%
LPT
8
Legacy Private Trust
Wisconsin
$21.8M +$1.35M +40,549 +7%
NLI
9
Nippon Life Insurance
Japan
$20.8M +$20.9M +626,772 New
CFA
10
Carroll Financial Associates
North Carolina
$19.1M +$1.44M +43,042 +8%
CAN
11
Cetera Advisor Networks
California
$18.8M +$33.3K +996 +0.2%
Wells Fargo
12
Wells Fargo
California
$18.5M -$8.39M -251,198 -31%
BCI
13
Brinker Capital Investments
Pennsylvania
$17.7M -$3.5M -104,835 -16%
U
14
UBS
Switzerland
$14.9M -$2.75M -82,297 -16%
SR
15
Swiss Reinsurance
Switzerland
$14.6M +$14.7M +440,000 New
AI
16
Atria Investments
North Carolina
$14.5M +$1.91M +57,199 +15%
EK
17
Evensky & Katz
Florida
$11.1M +$437K +13,091 +4%
LPL Financial
18
LPL Financial
California
$10.9M +$2.7M +80,702 +33%
BlackRock
19
BlackRock
New York
$10.3M +$5.25M +157,000 +102%
SG Americas Securities
20
SG Americas Securities
New York
$10.3M +$8.89M +266,136 +594%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$9.43M +$8.36M +250,248 +749%
HPBT
22
High Point Bank & Trust
North Carolina
$9.26M -$1.22M -36,474 -12%
Ameriprise
23
Ameriprise
Minnesota
$8.44M +$1.3M +38,797 +18%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$7.94M +$7.98M +238,841 New
CFS
25
Community Financial System
New York
$7.83M -$560K -16,775 -7%