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iShares MSCI USA Size Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$446K -$23.9K -204 -5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$437K -$241K -2,055 -37%
BWM
28
BCGM Wealth Management
Indiana
$391K +$1.99K +17 +0.5%
NA
29
NewEdge Advisors
Louisiana
$311K +$6.1K +52 +2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$298K -$185K -1,575 -39%
Wells Fargo
31
Wells Fargo
California
$280K -$55.9K -477 -17%
WP
32
WealthSource Partners
California
$271K
TA
33
TKG Advisors
Indiana
$264K +$14.1K +120 +6%
FTUS
34
Flow Traders U.S.
New York
$256K +$245K +2,087 New
MML Investors Services
35
MML Investors Services
Massachusetts
$248K -$8.44K -72 -3%
FCH
36
Freestone Capital Holdings
Washington
$242K -$15K -128 -6%
CWS
37
Cypress Wealth Services
California
$240K +$704 +6 +0.3%
CL
38
Choreo LLC
Illinois
$227K +$14.7K +125 +7%
Wolverine Trading
39
Wolverine Trading
Illinois
$217K +$209K +1,784 New
CC
40
Courier Capital
New York
$209K
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$207K -$47.3K -403 -19%
AGA
42
Arkos Global Advisors
Texas
$202K +$193K +1,647 New
AF
43
Advisornet Financial
Minnesota
$164K
JP Morgan Chase
44
JP Morgan Chase
New York
$153K +$72.2K +616 +98%
HI
45
Harbour Investments
Wisconsin
$130K -$2.93K -25 -2%
CIAS
46
Capital Investment Advisory Services
North Carolina
$122K
Fidelity Investments
47
Fidelity Investments
Massachusetts
$119K
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$118K -$85.4K -728 -43%
IWP
49
Icon Wealth Partners
Texas
$116K
TWC
50
TD Waterhouse Canada
Ontario, Canada
$103K