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iShares MSCI USA Size Factor ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$6.95M +$6.36M +68,028 +2,039%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$6.86M +$6.58M +70,424 New
IWP
28
Icon Wealth Partners
Texas
$6.1M +$5.85M +62,645 New
CFG
29
Cooper Financial Group
California
$5.93M +$5.69M +60,868 New
AI
30
Atria Investments
North Carolina
$5.78M +$5.54M +59,302 New
NA
31
NewEdge Advisors
Louisiana
$5.45M +$5.23M +55,962 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$5.31M +$5.1M +54,530 New
BRWA
33
B. Riley Wealth Advisors
Florida
$5.15M +$1.9M +20,342 +63%
SHIM
34
Stone House Investment Management
Pennsylvania
$4.32M +$4.14M +44,315 New
AWM
35
AE Wealth Management
Kansas
$4.06M +$3.55M +37,959 +1,018%
SHJ
36
Sharkey, Howes & Javer
Colorado
$3.92M +$3.76M +40,238 New
UBS Group
37
UBS Group
Switzerland
$3.86M +$2.58M +27,621 +230%
CS
38
Comerica Securities
Michigan
$3.25M +$3.11M +33,309 New
SXL
39
Summit X LLC
Missouri
$3.15M +$3.01M +32,226 New
Goldman Sachs
40
Goldman Sachs
New York
$3.01M – – –
HighTower Advisors
41
HighTower Advisors
Illinois
$2.96M +$2.83M +30,313 New
FAAS
42
First Allied Advisory Services
California
$2.94M +$2.82M +30,128 New
CFGS
43
Concourse Financial Group Securities
Alabama
$2.77M +$2.66M +28,483 New
HPC
44
Hobart Private Capital
North Carolina
$2.77M +$2.66M +28,479 New
US Bancorp
45
US Bancorp
Minnesota
$2.76M -$18.7K -200 -0.7%
PFG
46
PAX Financial Group
Texas
$2.57M +$2.39M +25,606 New
CAM
47
Concorde Asset Management
Michigan
$2.42M +$2.32M +24,850 New
C1AG
48
Client 1st Advisory Group
Florida
$2.35M +$2.26M +24,137 New
SCA
49
Snowden Capital Advisors
New York
$2.26M +$2.16M +23,162 New
LFG
50
LifePlan Financial Group
Ohio
$2.15M +$2.07M +22,119 New
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