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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$223M +$16M +387,113 +8%
Ameriprise
2
Ameriprise
Minnesota
$174M +$20M +483,449 +13%
Wells Fargo
3
Wells Fargo
California
$161M +$35.9M +867,357 +28%
State Street
4
State Street
Massachusetts
$145M -$23.9M -577,287 -14%
CIA
5
Choate Investment Advisors
Massachusetts
$143M +$10.3M +249,165 +8%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$130M +$83M +2,008,676 +166%
Morgan Stanley
7
Morgan Stanley
New York
$122M +$7.45M +180,104 +6%
CSIA
8
Charles Schwab Investment Advisory
California
$83.9M +$86M +2,079,853 New
LPL Financial
9
LPL Financial
California
$63.8M +$20.6M +499,495 +47%
UBS Group
10
UBS Group
Switzerland
$58.8M +$2.74M +66,299 +5%
CFA
11
Carroll Financial Associates
North Carolina
$57.1M +$29.9M +722,731 +104%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$56.3M +$4.96M +120,049 +9%
AWA
13
ARS Wealth Advisors
Florida
$54.8M +$1.11M +26,920 +2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$46.6M +$45.1M +1,091,487 +1,666%
BG
15
BlackRock Group
United Kingdom
$45.5M -$34.7M -838,255 -43%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$40.6M +$9.45M +228,655 +29%
CAN
17
Cetera Advisor Networks
California
$40.5M
SEI Investments
18
SEI Investments
Pennsylvania
$39.6M +$10.2M +245,725 +33%
USAA
19
United Services Automobile Association
Texas
$35.8M +$4.41M +106,600 +14%
AIM
20
Astor Investment Management
Illinois
$31.8M +$23.5M +568,598 +258%
NA
21
Nottingham Advisors
New York
$30.8M +$139K +3,354 +0.4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$29M +$6.86M +165,861 +30%
AC
23
Allstate Corporation
Illinois
$28.6M
JP Morgan Chase
24
JP Morgan Chase
New York
$27.3M +$782K +18,914 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$26.4M +$4.96M +120,028 +22%