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iShares MSCI USA Size Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
26
Keystone Financial Group (Kentucky)
Kentucky
$498K
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$397K -$30.1K -266 -7%
BWM
28
BCGM Wealth Management
Indiana
$380K
Wells Fargo
29
Wells Fargo
California
$355K -$459K -4,058 -57%
NA
30
NewEdge Advisors
Louisiana
$322K +$32.4K +286 +11%
MML Investors Services
31
MML Investors Services
Massachusetts
$264K -$36.2K -320 -12%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$260K -$6.45K -57 -2%
WP
33
WealthSource Partners
California
$253K -$8.94K -79 -3%
WP
34
WealthShield Partners
North Carolina
$251K +$250K +2,207 New
CC
35
Courier Capital
New York
$248K
TA
36
TKG Advisors
Indiana
$246K +$2.26K +20 +0.9%
FCH
37
Freestone Capital Holdings
Washington
$244K
MHB
38
Midwest Heritage Bank
Iowa
$230K -$24.5K -216 -10%
CWS
39
Cypress Wealth Services
California
$215K +$566 +5 +0.3%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$192K
AF
41
Advisornet Financial
Minnesota
$157K
HI
42
Harbour Investments
Wisconsin
$124K -$25.7K -227 -17%
CIAS
43
Capital Investment Advisory Services
North Carolina
$113K
Fidelity Investments
44
Fidelity Investments
Massachusetts
$110K -$301K -2,656 -73%
FFA
45
Farther Finance Advisors
California
$64.5K +$64.2K +567 New
CA
46
CoreCap Advisors
Michigan
$58.8K +$58.4K +516 New
HWMA
47
Heritage Wealth Management (Arizona)
Arizona
$57.8K +$18K +159 +46%
JP Morgan Chase
48
JP Morgan Chase
New York
$55K +$54.5K +481 New
IA
49
IFP Advisors
Florida
$42K +$4.42K +39 +8%
BWM
50
Baystate Wealth Management
Massachusetts
$38K +$37.7K +333 New