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iShares MSCI USA Min Vol Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.42B +$298M +3,140,299 +26%
Raymond James Financial
2
Raymond James Financial
Florida
$1.32B +$45.4M +477,559 +3%
Bank of America
3
Bank of America
North Carolina
$1.18B -$23.6M -248,432 -2%
Morgan Stanley
4
Morgan Stanley
New York
$1.18B -$236M -2,487,931 -16%
LPL Financial
5
LPL Financial
California
$583M -$719K -7,568 -0.1%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$416M -$17.7M -186,245 -4%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$407M -$248M -2,607,282 -37%
CCA
8
Catalyst Capital Advisors
New York
$393M +$46.5M +489,637 +13%
MRC
9
Millburn Ridgefield Corp
New York
$393M +$46.5M +489,637 +13%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$370M +$47.9M +504,119 +14%
Wells Fargo
11
Wells Fargo
California
$329M +$3.2M +33,675 +1%
UBS Group
12
UBS Group
Switzerland
$299M -$18.1M -190,318 -6%
BlackRock
13
BlackRock
New York
$299M -$89.5M -941,852 -23%
Ameriprise
14
Ameriprise
Minnesota
$227M -$34.6M -364,649 -13%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$201M +$3.73M +39,289 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$177M -$8.42M -88,683 -4%
JP Morgan Chase
17
JP Morgan Chase
New York
$171M -$159M -1,676,782 -47%
SEI Investments
18
SEI Investments
Pennsylvania
$145M +$2.73M +28,733 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$145M -$9.95M -104,738 -6%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$141M -$14.6M -154,008 -9%
BPA
21
Beacon Pointe Advisors
California
$126M +$106M +1,117,752 +469%
AssetMark Inc
22
AssetMark Inc
California
$125M -$20.1M -211,159 -14%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$124M -$7.75M -81,638 -6%
Cerity Partners
24
Cerity Partners
New York
$123M +$9.82M +103,388 +8%
HI
25
Horizon Investments
North Carolina
$121M +$10.6M +111,805 +9%