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iShares MSCI USA Size Factor ETF
SIZE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
BlackRock
1
BlackRock
New York
USD 59.2 M -USD 15.8 M -131,717 -20%
Bank of America
2
Bank of America
North Carolina
USD 41.6 M -USD 12.2 M -101,995 -21%
James Reed Financial Services
3
James Reed Financial Services
Ohio
USD 19.1 M -USD 57.4 k -478 -0.3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 17.7 M +USD 1.43 M +11,951 +8%
Trinity Wealth Management
5
Trinity Wealth Management
Pennsylvania
USD 11.4 M +USD 537 k +4,471 +5%
Morgan Stanley
6
Morgan Stanley
New York
USD 9.01 M -USD 4.47 M -37,218 -31%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
USD 7.25 M +USD 2.88 M +23,980 +57%
MA Private Wealth
8
MA Private Wealth
California
USD 7.09 M -USD 1.11 M -9,275 -13%
Osaic Holdings
9
Osaic Holdings
Arizona
USD 5.9 M +USD 99.1 k +826 +2%
Lido Advisors
10
Lido Advisors
California
USD 5.31 M -USD 115 k -961 -2%
Client First Capital
11
Client First Capital
California
USD 4.82 M -USD 52.4 k -437 -1%
LPL Financial
12
LPL Financial
California
USD 4.74 M -USD 210 k -1,747 -4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
USD 4.57 M -USD 1.48 M -12,374 -23%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
USD 4.45 M +USD 518 k +4,315 +12%
Van Hulzen Asset Management
15
Van Hulzen Asset Management
California
USD 3.89 M +USD 960 +8 +0%
Truist Financial
16
Truist Financial
North Carolina
USD 3.05 M +USD 13.7 k +114 +0.4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 2.96 M +USD 2.87 M +23,953 +803%
UBS Group
18
UBS Group
Switzerland
USD 2.36 M +USD 52.4 k +437 +2%
Citadel Advisors
19
Citadel Advisors
Florida
USD 2.05 M +USD 2.24 M +18,631 Nuevas
Flow Traders U.S.
20
Flow Traders U.S.
New York
USD 1.95 M +USD 2.13 M +17,757 Nuevas
Straight Path Wealth Management
21
Straight Path Wealth Management
Michigan
USD 1.58 M -USD 102 k -854 -6%
Parallel Advisors
22
Parallel Advisors
California
USD 1.56 M -USD 138 k -1,150 -7%
WBG
23
Wharton Business Group
Pennsylvania
USD 1.4 M – – –
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
USD 1.38 M +USD 115 k +959 +8%
Strategic Blueprint
25
Strategic Blueprint
Georgia
USD 1 M -USD 102 k -846 -8%
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