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iShares MSCI USA Size Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$717K +$391K +4,349 +76%
MAFM
77
Mid Atlantic Financial Management
Pennsylvania
$584K -$141K -1,573 -16%
BHWM
78
Bay Harbor Wealth Management
Maryland
$576K -$476K -5,300 -40%
CC
79
Copperleaf Capital
North Carolina
$570K +$718K +7,992 New
TPWA
80
TRUE Private Wealth Advisors
Oregon
$569K +$718K +7,983 New
SMG
81
Smart Money Group
Texas
$565K +$712K +7,915 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$549K +$627K +6,978 +991%
DE
83
Day & Ennis
Georgia
$542K +$683K +7,594 New
VFM
84
Vivid Financial Management
California
$537K -$100K -1,112 -13%
HGWM
85
Horst & Graben Wealth Management
Oregon
$518K +$653K +7,261 New
FAIM
86
Financial Advocates Investment Management
Washington
$508K +$641K +7,129 New
Baird Financial Group
87
Baird Financial Group
Wisconsin
$507K -$461K -5,131 -42%
ASN
88
Advisory Services Network
Georgia
$493K +$429K +4,770 +224%
CA
89
Cetera Advisors
Colorado
$456K +$574K +6,387 New
MIM
90
Macroview Investment Management
Maryland
$454K -$42K -467 -7%
CWM
91
Cornerstone Wealth Management
Missouri
$422K +$532K +5,918 New
VWM
92
Venturi Wealth Management
Texas
$418K -$553K -6,150 -51%
Stifel Financial
93
Stifel Financial
Missouri
$418K +$225K +2,500 +74%
EH
94
Equitable Holdings
New York
$412K +$169K +1,878 +48%
HIM
95
Hanlon Investment Management
New Jersey
$407K -$143K -1,586 -22%
PFA
96
Pettinga Financial Advisors
Indiana
$388K +$489K +5,441 New
PAMG
97
Patton Albertson Miller Group
Tennessee
$385K +$485K +5,400 New
SPC
98
Sigma Planning Corp
Michigan
$372K +$469K +5,216 New
HFA
99
High Falls Advisors
New York
$370K -$153K -1,703 -25%
VHAM
100
Van Hulzen Asset Management
California
$362K +$71.7K +798 +19%