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icono de SMLF

iShares US Small Cap Equity Factor ETF
SMLF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
USD 197 M – – –
Strategic Financial Services
2
Strategic Financial Services
New York
USD 47.5 M +USD 7.44 M +184,836 +19%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
USD 40.7 M +USD 14.2 M +352,961 +54%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 38.7 M +USD 12.6 M +313,983 +49%
Integrated Wealth Concepts
5
Integrated Wealth Concepts
Massachusetts
USD 10.7 M +USD 2.59 M +64,299 +32%
Lucia Wealth Services
6
Lucia Wealth Services
California
USD 10.1 M +USD 1.58 M +39,282 +19%
Wells Fargo
7
Wells Fargo
California
USD 8.84 M +USD 177 k +4,399 +2%
BlackRock
8
BlackRock
New York
USD 5.5 M +USD 1.89 M +47,036 +53%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
USD 4.08 M – – –
UBS Group
10
UBS Group
Switzerland
USD 3.73 M -USD 15 k -374 -0.4%
Cerity Partners OCIO
11
Cerity Partners OCIO
New York
USD 3.69 M +USD 7.04 k +175 +0.2%
Phillips Financial Management
12
Phillips Financial Management
Indiana
USD 2.94 M +USD 728 k +18,099 +33%
United Capital Financial Advisors
13
United Capital Financial Advisors
Texas
USD 2.94 M +USD 2.93 M +72,837 Nuevas
Bank of America
14
Bank of America
North Carolina
USD 2.83 M -USD 481 k -11,961 -15%
Edge Capital Group
15
Edge Capital Group
Georgia
USD 2.72 M +USD 2.71 M +67,462 Nuevas
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
USD 2.7 M +USD 2.7 M +67,122 Nuevas
Clearwater Capital Advisors
17
Clearwater Capital Advisors
Illinois
USD 2.57 M +USD 803 k +19,955 +46%
Beirne Wealth Consulting Services
18
Beirne Wealth Consulting Services
Connecticut
USD 2.19 M +USD 1.59 M +39,620 +268%
Raymond James & Associates
19
Raymond James & Associates
Florida
USD 2.11 M +USD 186 k +4,623 +10%
Trilogy Capital
20
Trilogy Capital
California
USD 2.04 M -USD 42.6 k -1,058 -2%
Raymond James Financial Services Advisors
21
Raymond James Financial Services Advisors
Florida
USD 1.64 M -USD 1.23 M -30,628 -43%
LPL Financial
22
LPL Financial
California
USD 1.53 M +USD 61.2 k +1,521 +4%
Jane Street
23
Jane Street
New York
USD 1.52 M +USD 899 k +22,350 +145%
SWMG
24
Strategic Wealth Management Group
Maryland
USD 1.39 M -USD 93.4 k -2,320 -6%
CWM
25
Cornerstone Wealth Management
Missouri
USD 1.38 M -USD 108 k -2,682 -7%
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