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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 179 M +USD 5.7 M +138,715 +3%
SigFig Wealth Management
2
SigFig Wealth Management
California
USD 75.1 M -USD 702 k -17,100 -0.9%
Wells Fargo
3
Wells Fargo
California
USD 62.1 M -USD 1.9 M -46,253 -3%
Phillips Financial Management
4
Phillips Financial Management
Indiana
USD 46.9 M -USD 6.78 M -165,041 -12%
Stokes Family Office
5
Stokes Family Office
Louisiana
USD 39.5 M +USD 42.8 M +1,042,206 Nuevas
Clearwater Capital Advisors
6
Clearwater Capital Advisors
Illinois
USD 38.8 M -USD 1.83 M -44,624 -4%
Morgan Stanley
7
Morgan Stanley
New York
USD 35.8 M -USD 9.25 M -225,243 -19%
Plancorp LLC
8
Plancorp LLC
Missouri
USD 34.3 M -USD 5.55 M -135,123 -13%
Colony Group
9
Colony Group
Massachusetts
USD 25.5 M -USD 573 k -13,947 -2%
Bank of America
10
Bank of America
North Carolina
USD 22.9 M -USD 34.3 M -835,983 -58%
Ameriprise
11
Ameriprise
Minnesota
USD 20.5 M +USD 7.14 M +173,760 +47%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
USD 19.1 M -USD 178 k -4,333 -0.9%
First Ascent Asset Management
13
First Ascent Asset Management
Colorado
USD 15.8 M +USD 1.93 M +47,100 +13%
Beirne Wealth Consulting Services
14
Beirne Wealth Consulting Services
Connecticut
USD 14.3 M -USD 606 k -14,745 -4%
Osaic Holdings
15
Osaic Holdings
Arizona
USD 12.8 M +USD 845 k +20,571 +7%
WFA
16
Wade Financial Advisory
California
USD 8.92 M -USD 757 k -18,440 -7%
HighTower Advisors
17
HighTower Advisors
Illinois
USD 8.5 M -USD 81 k -1,971 -0.9%
Halbert Hargrove Global Advisors
18
Halbert Hargrove Global Advisors
California
USD 8.21 M +USD 5.36 M +130,534 +152%
HB Wealth Management
19
HB Wealth Management
Georgia
USD 8.09 M +USD 452 +11 +0%
Foster & Motley
20
Foster & Motley
Ohio
USD 7.59 M +USD 217 k +5,281 +3%
Addison Advisors
21
Addison Advisors
Vermont
USD 7.56 M +USD 214 k +5,200 +3%
FCT
22
Family Capital Trust
Massachusetts
USD 7.34 M -USD 59.2 k -1,441 -0.7%
World Investment Advisors
23
World Investment Advisors
California
USD 7.17 M +USD 329 k +8,013 +5%
Forte Asset Management
24
Forte Asset Management
New York
USD 6.79 M +USD 7.35 M +179,038 Nuevas
Cerity Partners OCIO
25
Cerity Partners OCIO
New York
USD 6.75 M -USD 76.1 k -1,852 -1%
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