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icono de LRGF

iShares US Equity Factor ETF
LRGF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 141 M -USD 12.7 M -407,248 -8%
BlackRock
2
BlackRock
New York
USD 75.8 M -USD 37 M -1,185,732 -33%
Balasa Dinverno & Foltz
3
Balasa Dinverno & Foltz
USD 72.2 M -USD 1.22 M -39,031 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
USD 50.6 M +USD 379 k +12,154 +0.8%
Wells Fargo
5
Wells Fargo
California
USD 39.8 M -USD 5.5 M -176,128 -12%
Strategic Financial Services
6
Strategic Financial Services
New York
USD 37.5 M +USD 12.4 M +397,199 +51%
Colony Group
7
Colony Group
Massachusetts
USD 29 M -USD 66.9 k -2,144 -0.2%
UBS Group
8
UBS Group
Switzerland
USD 21.4 M -USD 11.5 M -367,898 -35%
Morgan Stanley
9
Morgan Stanley
New York
USD 19.6 M -USD 666 k -21,345 -3%
SigFig Wealth Management
10
SigFig Wealth Management
California
USD 16.8 M +USD 2.15 M +69,005 +15%
Phillips Financial Management
11
Phillips Financial Management
Indiana
USD 16.8 M +USD 2.8 M +89,568 +21%
Integrated Wealth Concepts
12
Integrated Wealth Concepts
Massachusetts
USD 16.5 M -USD 978 k -31,319 -6%
Private Advisor Group
13
Private Advisor Group
New Jersey
USD 14.1 M +USD 5.46 M +174,811 +65%
RPGK
14
Retirement Planning Group (Kansas)
Kansas
USD 13.3 M +USD 706 k +22,614 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
USD 12.6 M +USD 4.12 M +131,869 +50%
NAM
16
North American Management
Massachusetts
USD 10.1 M +USD 10 M +319,281 Nuevas
LPL Financial
17
LPL Financial
California
USD 9.06 M +USD 1.88 M +60,141 +27%
Lucia Wealth Services
18
Lucia Wealth Services
California
USD 8.63 M -USD 2.23 M -71,312 -21%
Clearwater Capital Advisors
19
Clearwater Capital Advisors
Illinois
USD 8.59 M +USD 3.78 M +121,222 +81%
Ladenburg Thalmann Financial Services
20
Ladenburg Thalmann Financial Services
Florida
USD 8.55 M -USD 719 k -23,042 -8%
Raymond James Financial Services Advisors
21
Raymond James Financial Services Advisors
Florida
USD 8.37 M -USD 3.49 M -111,770 -30%
Ameriprise
22
Ameriprise
Minnesota
USD 8.17 M -USD 768 k -24,603 -9%
Cerity Partners OCIO
23
Cerity Partners OCIO
New York
USD 6.2 M +USD 249 k +7,978 +4%
Trilogy Capital
24
Trilogy Capital
California
USD 5.88 M -USD 119 k -3,802 -2%
Foster & Motley
25
Foster & Motley
Ohio
USD 5.47 M +USD 698 k +22,356 +15%
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