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iShares MSCI USA Size Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Strategic Asset Management
Minnesota
$103K
RG
52
Retirement Group
California
$56K +$120 +1 +0.2%
CA
53
CoreCap Advisors
Michigan
$55K +$60.4K +503 New
HWMA
54
Heritage Wealth Management (Arizona)
Arizona
$46.8K -$4.68K -39 -8%
GIA
55
Goodwin Investment Advisory
Georgia
$42.5K
IA
56
IFP Advisors
Florida
$40K
GRP
57
Global Retirement Partners
California
$28K +$30.7K +256 New
FFA
58
Founders Financial Alliance
North Carolina
$27K
AWM
59
Aspire Wealth Management
Massachusetts
$24K -$35.9K -299 -58%
SWM
60
Spire Wealth Management
Virginia
$23K -$24.7K -206 -50%
FWA
61
FSC Wealth Advisors
New York
$19K
US Bancorp
62
US Bancorp
Minnesota
$18K -$2.88K -24 -13%
Citigroup
63
Citigroup
New York
$15K +$16.1K +134 New
CWA
64
Clearview Wealth Advisors
Oregon
$12K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$10K -$4.68K -39 -31%
PFA
66
Professional Financial Advisors
Nebraska
$9K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$8K
BTI
68
Blue Trust Inc
Georgia
$6K +$5.16K +43 New
ZIG
69
Zullo Investment Group
Pennsylvania
$3K
CFD
70
Creative Financial Designs
Indiana
$2K
NFSG
71
Newbridge Financial Services Group
Florida
$2K +$2.52K +21 New
PA
72
PSI Advisors
Florida
$1K
EI
73
Ellevest Inc
New York
$1K +$1.2K +10 New
ACM
74
Anfield Capital Management
California
-$2.77M -21,216 Closed
HighTower Advisors
75
HighTower Advisors
Illinois
-$653K -5,025 Closed