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iShares MSCI USA Size Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C1AG
26
Client 1st Advisory Group
Florida
$2.18M +$256K +3,112 +15%
AWM
27
AE Wealth Management
Kansas
$1.96M +$592K +7,179 +47%
SS
28
Simplicity Solutions
Minnesota
$1.9M +$818K +9,921 +84%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.79M -$839K -10,183 -33%
ACM
30
Anfield Capital Management
California
$1.76M +$781K +9,474 +90%
RCA
31
Rowland Carmichael Advisors
Arizona
$1.4M +$995K +12,074 +308%
APW
32
Austin Private Wealth
Texas
$1.38M +$1.01M +12,303 +359%
5L
33
55I LLC
Massachusetts
$1.35M +$1.27M +15,396 New
Jane Street
34
Jane Street
New York
$1.08M +$1.01M +12,314 New
US Bancorp
35
US Bancorp
Minnesota
$1.07M -$1.33M -16,143 -57%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.07M -$524K -6,353 -34%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.03M -$1.01M -12,221 -51%
Wells Fargo
38
Wells Fargo
California
$834K -$7.62M -92,476 -91%
FFN
39
Focus Financial Network
Minnesota
$830K +$781K +9,472 New
UBS Group
40
UBS Group
Switzerland
$805K -$2.75M -33,384 -78%
CC
41
Copperleaf Capital
North Carolina
$686K -$13K -158 -2%
FAIM
42
Financial Advocates Investment Management
Washington
$650K +$19K +231 +3%
SFS
43
Sowell Financial Services
Arkansas
$636K -$229K -2,783 -28%
BAM
44
Belpointe Asset Management
Nevada
$634K +$240K +2,918 +67%
HIM
45
HawsGoodwin Investment Management
Tennessee
$622K -$1.14M -13,825 -66%
SCA
46
Snowden Capital Advisors
New York
$581K -$1.06M -12,909 -66%
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$495K +$262K +3,177 +129%
Lido Advisors
48
Lido Advisors
California
$480K +$187K +2,268 +71%
GSC
49
G&S Capital
Colorado
$418K +$52.7K +640 +15%
RFN
50
RDA Financial Network
Iowa
$411K +$127K +1,539 +49%