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iShares MSCI USA Size Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Parallel Advisors
California
$2.43M -$264K -2,551 -10%
Lido Advisors
27
Lido Advisors
California
$2.38M +$1.16M +11,258 +111%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$2.21M
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.1M -$558K -5,395 -22%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.99M -$1.18M -11,439 -39%
HGWM
31
Horst & Graben Wealth Management
Oregon
$1.97M -$1.61M -15,599 -47%
FFN
32
Focus Financial Network
Minnesota
$1.95M +$61.1K +591 +3%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$1.85M -$927K -8,956 -35%
SWP
34
Stratos Wealth Partners
Ohio
$1.75M +$1.63M +15,781 New
Ameriprise
35
Ameriprise
Minnesota
$1.75M +$1.22M +11,759 +295%
CC
36
Copperleaf Capital
North Carolina
$1.73M +$728K +7,033 +83%
ACM
37
Anfield Capital Management
California
$1.6M -$179K -1,728 -11%
APW
38
Austin Private Wealth
Texas
$1.54M -$1.11M -10,700 -44%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.48M +$1.38M +13,307 New
Wells Fargo
40
Wells Fargo
California
$1.42M -$475K -4,592 -26%
AF
41
Advisornet Financial
Minnesota
$1.29M -$1.06M -10,237 -47%
CWA
42
Clearview Wealth Advisors
Oregon
$979K +$911K +8,808 New
AWM
43
AE Wealth Management
Kansas
$945K +$879K +8,499 New
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$834K -$351K -3,393 -31%
SPAS
45
Spectrum Planning & Advisory Services
California
$811K +$755K +7,299 New
HIM
46
HawsGoodwin Investment Management
Tennessee
$788K
GSC
47
G&S Capital
Colorado
$738K +$151K +1,460 +28%
MA
48
Mutual Advisors
Nebraska
$657K +$33.4K +323 +6%
RCA
49
Rowland Carmichael Advisors
Arizona
$637K -$1.14M -10,979 -66%
CFA
50
Carroll Financial Associates
North Carolina
$633K +$285K +2,756 +94%