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iShares US Equity Factor ETF
LRGF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Strategic Financial Services
1
Strategic Financial Services
New York
USD 301 M -USD 1.16 M -15,834 -0.4%
Halbert Hargrove Global Advisors
2
Halbert Hargrove Global Advisors
California
USD 274 M -USD 341 k -4,657 -0.1%
Wells Fargo
3
Wells Fargo
California
USD 227 M +USD 9.24 M +126,348 +4%
SigFig Wealth Management
4
SigFig Wealth Management
California
USD 220 M +USD 2.63 M +35,921 +1%
Annex Advisory Services
5
Annex Advisory Services
Wisconsin
USD 215 M +USD 108 M +1,477,785 +109%
Tolleson Wealth Management
6
Tolleson Wealth Management
Texas
USD 176 M -USD 699 k -9,556 -0.4%
Plancorp LLC
7
Plancorp LLC
Missouri
USD 159 M +USD 8.17 M +111,632 +6%
Modern Wealth Management
8
Modern Wealth Management
Kansas
USD 137 M +USD 55.6 M +759,481 +72%
Clearwater Capital Advisors
9
Clearwater Capital Advisors
Illinois
USD 86.9 M +USD 1.55 M +21,205 +2%
Ullmann Wealth Partners Group
10
Ullmann Wealth Partners Group
Florida
USD 85.8 M -USD 2.11 M -28,826 -2%
Atomi Financial Group
11
Atomi Financial Group
New York
USD 59.1 M +USD 219 k +2,996 +0.4%
CPCM
12
Cardinal Point Capital Management
Ontario, Canada
USD 55.7 M +USD 349 k +4,777 +0.7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 52.9 M +USD 2.95 M +40,370 +6%
Integrated Wealth Concepts
14
Integrated Wealth Concepts
Massachusetts
USD 51.5 M +USD 364 k +4,981 +0.7%
JP Morgan Chase
15
JP Morgan Chase
New York
USD 50.6 M -USD 1.18 M -16,138 -2%
Kestra Investment Management
16
Kestra Investment Management
Texas
USD 49.7 M -USD 22.5 M -307,603 -32%
Ameriprise
17
Ameriprise
Minnesota
USD 45.1 M -USD 8.26 M -112,849 -16%
Conrad Siegel Investment Advisors
18
Conrad Siegel Investment Advisors
Pennsylvania
USD 39.4 M -USD 897 k -12,257 -2%
Morgan Stanley
19
Morgan Stanley
New York
USD 38.8 M -USD 1.39 M -18,974 -4%
CCA
20
Cora Capital Advisors
New Jersey
USD 36.6 M +USD 675 k +9,228 +2%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
USD 35.3 M -USD 4.46 M -60,898 -12%
Osaic Holdings
22
Osaic Holdings
Arizona
USD 30.6 M +USD 364 k +4,982 +1%
Pettinga Financial Advisors
23
Pettinga Financial Advisors
Indiana
USD 30.4 M -USD 974 k -13,318 -3%
Acropolis Investment Management
24
Acropolis Investment Management
Missouri
USD 27.1 M +USD 84.9 k +1,160 +0.3%
LPL Financial
25
LPL Financial
California
USD 26.5 M -USD 1.94 M -26,547 -7%
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