We are live on ! Find out more
SIZE icon

iShares MSCI USA Size Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$628K -$238K -2,301 -29%
FAIM
52
Financial Advocates Investment Management
Washington
$605K +$1.31M +12,644 New
SWA
53
Stratos Wealth Advisors
Ohio
$575K -$70.6K -682 -12%
SCA
54
Snowden Capital Advisors
New York
$561K -$128K -1,238 -20%
CF
55
Centaurus Financial
California
$550K -$594K -5,743 -54%
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$546K -$478K -4,616 -48%
Jane Street
57
Jane Street
New York
$521K -$870K -8,407 -64%
KFGK
58
Keystone Financial Group (Kentucky)
Kentucky
$513K +$103 +1 +0%
BFG
59
Beacon Financial Group
Texas
$512K +$459K +4,437 New
CPO
60
Cerity Partners OCIO
New York
$490K +$65.8K +636 +17%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$472K +$36.2K +350 +9%
FCA
62
FLC Capital Advisors
California
$460K +$35.6K +344 +9%
BWM
63
BCGM Wealth Management
Indiana
$457K +$399K +3,853 New
FWP
64
Firethorn Wealth Partners
Georgia
$442K +$411K +3,977 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$404K -$517K -4,997 -58%
BAM
66
Belpointe Asset Management
Nevada
$403K -$416K -4,017 -53%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$382K +$356K +3,437 New
RA
68
RFG Advisory
Alabama
$380K -$514K -4,968 -60%
WP
69
WealthSource Partners
California
$361K -$7.24K -70 -2%
RJT
70
Raymond James Trust
Florida
$359K -$5.38K -52 -2%
CC
71
Courier Capital
New York
$344K -$10.3K -100 -3%
BTWM
72
Baker Tilly Wealth Management
Wisconsin
$301K +$280K +2,709 New
RFN
73
RDA Financial Network
Iowa
$247K -$255K -2,468 -53%
CWS
74
Cypress Wealth Services
California
$244K +$227K +2,195 New
IWC
75
Integrated Wealth Concepts
Massachusetts
$241K -$66.3K -641 -23%