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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.41B +$210M +2,237,806 +18%
Bank of America
2
Bank of America
North Carolina
$1.31B +$9.2M +98,221 +0.7%
Raymond James Financial
3
Raymond James Financial
Florida
$1.29B +$19.3M +206,108 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$970M -$36.7M -392,103 -4%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$651M +$14.6M +156,234 +2%
LPL Financial
6
LPL Financial
California
$623M +$21.9M +233,287 +4%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$487M -$31.9M -340,237 -6%
BlackRock
8
BlackRock
New York
$448M +$15.3M +163,163 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$358M -$86.6M -924,803 -20%
CCA
10
Catalyst Capital Advisors
New York
$357M +$17.9M +190,646 +5%
MRC
11
Millburn Ridgefield Corp
New York
$357M +$17.9M +190,646 +5%
UBS Group
12
UBS Group
Switzerland
$337M +$7.5M +80,056 +2%
Wells Fargo
13
Wells Fargo
California
$330M -$17.3M -184,806 -5%
JP Morgan Chase
14
JP Morgan Chase
New York
$318M -$8.02M -85,642 -2%
Two Sigma Investments
15
Two Sigma Investments
New York
$260M +$52.9M +565,200 +26%
Ameriprise
16
Ameriprise
Minnesota
$247M -$28.3M -301,768 -10%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$197M -$6.67M -71,238 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$194M -$15.5M -166,020 -8%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$171M -$10M -106,751 -6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$155M +$9.79M +104,553 +7%
AssetMark Inc
21
AssetMark Inc
California
$154M -$11.5M -122,398 -7%
SEI Investments
22
SEI Investments
Pennsylvania
$143M +$952K +10,162 +0.7%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$122M -$14.5M -154,602 -11%
JIC
24
Johnson Investment Counsel
Ohio
$121M +$1.23M +13,176 +1%
DWM
25
Dynasty Wealth Management
Florida
$120M +$7.96M +84,969 +7%