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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
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
USD 225 M +USD 10.5 M +206,374 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 210 M +USD 10.3 M +202,632 +5%
Strategic Financial Services
3
Strategic Financial Services
New York
USD 171 M +USD 3.77 M +73,930 +2%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
USD 86.6 M -USD 6 M -117,469 -6%
Wells Fargo
5
Wells Fargo
California
USD 47 M +USD 9.8 M +192,079 +24%
BlackRock
6
BlackRock
New York
USD 30.7 M -USD 5.74 M -112,509 -15%
Integrated Wealth Concepts
7
Integrated Wealth Concepts
Massachusetts
USD 24.1 M -USD 2.15 M -42,113 -8%
Clearwater Capital Advisors
8
Clearwater Capital Advisors
Illinois
USD 21.5 M -USD 1.49 M -29,133 -6%
Financial Management Professionals
9
Financial Management Professionals
Texas
USD 17.6 M +USD 477 k +9,348 +3%
Foundations Investment Advisors
10
Foundations Investment Advisors
Arizona
USD 11 M +USD 244 k +4,780 +2%
GYL Financial Synergies
11
GYL Financial Synergies
Connecticut
USD 10.2 M +USD 1.14 M +22,409 +11%
Phillips Financial Management
12
Phillips Financial Management
Indiana
USD 9.03 M -USD 235 k -4,603 -2%
Ullmann Wealth Partners Group
13
Ullmann Wealth Partners Group
Florida
USD 8.74 M +USD 1.54 M +30,193 +19%
UBS Group
14
UBS Group
Switzerland
USD 8.72 M +USD 18.7 k +366 +0.2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
USD 8.36 M +USD 5.96 M +116,750 +190%
United Capital Financial Advisors
16
United Capital Financial Advisors
Texas
USD 6.89 M -USD 18.3 k -359 -0.2%
Pasadena Private Wealth
17
Pasadena Private Wealth
California
USD 6.16 M +USD 6.71 M +131,366 Nuevas
Bank of America
18
Bank of America
North Carolina
USD 6.08 M +USD 367 k +7,187 +6%
Addison Advisors
19
Addison Advisors
Vermont
USD 5.9 M -USD 296 k -5,796 -4%
Cerity Partners OCIO
20
Cerity Partners OCIO
New York
USD 5.85 M +USD 554 k +10,857 +10%
WFA
21
Wade Financial Advisory
California
USD 4.12 M +USD 43.7 k +857 +1%
MUFG Americas
22
MUFG Americas
New York
USD 4.1 M -USD 237 k -4,636 -5%
Ameriprise
23
Ameriprise
Minnesota
USD 3.51 M -USD 6.95 M -136,082 -65%
First Ascent Asset Management
24
First Ascent Asset Management
Colorado
USD 3.43 M +USD 415 k +8,126 +13%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
USD 3.12 M +USD 3.4 M +66,559 Nuevas
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