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iShares MSCI USA Size Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
Farther Finance Advisors
California
$59.2K -$9.26K -79 -14%
CFFP
52
Center for Financial Planning
Michigan
$54K +$51.6K +440 New
GIA
53
Goodwin Investment Advisory
Georgia
$36.3K
BWM
54
Baystate Wealth Management
Massachusetts
$36.1K +$117 +1 +0.3%
RG
55
Retirement Group
California
$26K +$117 +1 +0.5%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$21K -$8.91K -76 -30%
US Bancorp
57
US Bancorp
Minnesota
$20.3K
EW
58
Element Wealth
Mississippi
$16.1K +$6.57K +56 +75%
Citigroup
59
Citigroup
New York
$14.7K -$12.5K -107 -47%
FWA
60
FSC Wealth Advisors
New York
$14.4K
AWM
61
Aspire Wealth Management
Massachusetts
$13.5K -$117 -1 -0.9%
CWA
62
Clearview Wealth Advisors
Oregon
$13.2K +$117 +1 +0.9%
IA
63
IFP Advisors
Florida
$12.6K
RIA
64
Realta Investment Advisors
Delaware
$6.14K +$5.86K +50 New
GRP
65
Global Retirement Partners
California
$5.52K
CAM
66
Chesapeake Asset Management
New York
$3.8K
VAG
67
VisionPoint Advisory Group
Texas
$2.95K +$2.81K +24 New
CFD
68
Creative Financial Designs
Indiana
$2.33K
Truist Financial
69
Truist Financial
North Carolina
-$2.36M -20,063 Closed
JMPWA
70
JP Morgan Private Wealth Advisors
California
-$1.3M -10,994 Closed
BAM
71
Belpointe Asset Management
Nevada
-$26.5K -225 Closed
FFA
72
Founders Financial Alliance
North Carolina
-$14.6K -124 Closed
ASN
73
Advisory Services Network
Georgia
-$5.66K -48 Closed
PA
74
PSI Advisors
Florida
-$1.18K -10 Closed