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iShares MSCI USA Size Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
51
RDA Financial Network
Iowa
$263K -$4.54K -39 -2%
AF
52
Advisornet Financial
Minnesota
$259K -$1.1M -9,479 -81%
CWS
53
Cypress Wealth Services
California
$253K -$9.9K -85 -4%
LFAS
54
Level Four Advisory Services
Texas
$242K +$6.87K +59 +3%
HI
55
Harbour Investments
Wisconsin
$231K +$224K +1,922 New
WCFA
56
Walkner Condon Financial Advisors
Wisconsin
$227K +$519K +4,451 New
IWC
57
Integrated Wealth Concepts
Massachusetts
$224K -$35.5K -305 -14%
LFA
58
Lighthouse Financial Advisors
Maryland
$217K -$20.5K -176 -9%
CFG
59
Cooper Financial Group
California
$214K -$4M -34,289 -95%
SFS
60
Sowell Financial Services
Arkansas
$204K -$5.48K -47 -3%
MAFM
61
Mid Atlantic Financial Management
Pennsylvania
$202K +$196K +1,679 New
CWA
62
Clearview Wealth Advisors
Oregon
$149K -$882K -7,572 -86%
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$148K -$429K -3,683 -75%
CF
64
Centaurus Financial
California
$145K -$436K -3,740 -76%
CIAS
65
Capital Investment Advisory Services
North Carolina
$120K
TAM
66
Tucker Asset Management
Colorado
$84.1K -$39.6K -340 -33%
US Bancorp
67
US Bancorp
Minnesota
$77K -$93.4K -802 -56%
TRCT
68
Tower Research Capital (TRC)
New York
$64K -$41.8K -359 -40%
RG
69
Retirement Group
California
$61K
Citigroup
70
Citigroup
New York
$58K
FFA
71
Founders Financial Alliance
North Carolina
$54K
WP
72
WealthShield Partners
North Carolina
$51K +$49.3K +423 New
SWM
73
Spire Wealth Management
Virginia
$49K +$48K +412 New
GIA
74
Goodwin Investment Advisory
Georgia
$46K
LWM
75
Liberty Wealth Management
California
$37K