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icono de SIZE

iShares MSCI USA Size Factor ETF
SIZE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 91.5 M +USD 377 k +2,197 +0.4%
BlackRock
2
BlackRock
New York
USD 57.7 M -USD 4.96 M -28,892 -8%
JRFS
3
James Reed Financial Services
Ohio
USD 29.2 M -USD 14.6 k -85 -0.1%
Lido Advisors
4
Lido Advisors
California
USD 19.4 M +USD 914 k +5,328 +5%
TWM
5
Trinity Wealth Management
Pennsylvania
USD 17.8 M -USD 1.91 M -11,110 -10%
Strategic Financial Services
6
Strategic Financial Services
New York
USD 17.6 M -USD 495 k -2,887 -3%
GA
7
GFS Advisors
Texas
USD 17 M +USD 3.43 k +20 Nuevas
Wells Fargo
8
Wells Fargo
California
USD 13.5 M +USD 1.82 M +10,611 +16%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
USD 13 M -USD 66.9 k -390 -0.5%
Ameriprise
10
Ameriprise
Minnesota
USD 13 M +USD 997 k +5,815 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 10.8 M -USD 235 k -1,372 -2%
Goldman Sachs
12
Goldman Sachs
New York
USD 9.37 M -USD 1.16 M -6,763 -11%
Morgan Stanley
13
Morgan Stanley
New York
USD 7.16 M +USD 1.8 M +10,510 +35%
LPL Financial
14
LPL Financial
California
USD 5.87 M -USD 622 k -3,624 -10%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
USD 5.85 M -USD 776 k -4,523 -12%
Jones Financial Companies
16
Jones Financial Companies
Missouri
USD 5.51 M -USD 630 k -3,674 -11%
Osaic Holdings
17
Osaic Holdings
Arizona
USD 2.87 M -USD 5.22 M -30,439 -65%
Summit Trail Advisors
18
Summit Trail Advisors
New York
USD 1.88 M – – –
JP Morgan Chase
19
JP Morgan Chase
New York
USD 1.66 M +USD 29.8 k +174 +2%
GSC
20
G&S Capital
Colorado
USD 1.23 M +USD 61.2 k +357 +5%
Parallel Advisors
21
Parallel Advisors
California
USD 1.05 M – – –
Sagespring Wealth Partners
22
Sagespring Wealth Partners
Tennessee
USD 1.04 M – – –
Raymond James Financial
23
Raymond James Financial
Florida
USD 966 k -USD 4.8 k -28 -0.5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
USD 936 k +USD 185 k +1,080 +26%
UBS Group
25
UBS Group
Switzerland
USD 934 k -USD 102 k -592 -10%
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