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iShares MSCI USA Size Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
126
Eudaimonia Partners
Tennessee
$25K -$92.2K -1,026 -74%
LWM
127
Lenox Wealth Management
Ohio
$23K -$40.4K -449 -58%
GRP
128
Global Retirement Partners
California
$21K -$32.4K -360 -55%
GSWM
129
Golden State Wealth Management
California
$21K +$26.3K +293 New
LSA
130
Lion Street Advisors
Texas
$18K +$22.1K +246 New
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$10K
JP Morgan Chase
132
JP Morgan Chase
New York
$8K +$9.53K +106 New
Fidelity Investments
133
Fidelity Investments
Massachusetts
$5K -$1.26K -14 -15%
RWG
134
Regal Wealth Group
California
$5K
AIC
135
Ameritas Investment Company
Nebraska
$4K +$4.95K +55 New
BWM
136
Baystate Wealth Management
Massachusetts
$4K +$4.95K +55 New
CHA
137
Carmichael Hill & Associates
Maryland
$4K +$4.95K +55 New
TFGT
138
TS Financial Group (TSFG)
Illinois
$3K -$3.06K -34 -41%
AWA
139
Arkadios Wealth Advisors
Georgia
$2.71K +$899 +10 +36%
FHA
140
Flagship Harbor Advisors
Massachusetts
$2K +$2.7K +30 New
DWM
141
Darwin Wealth Management
Florida
$2K +$2.97K +33 New
HF
142
Halpern Financial
Virginia
$1.43K +$1.8K +20 New
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$1K +$899 +10 New
Jane Street
144
Jane Street
New York
-$11.2M -114,876 Closed
PFG
145
PAX Financial Group
Texas
-$2.57M -25,606 Closed
MBT
146
Montecito Bank & Trust
California
-$1.88M -19,337 Closed
VWA
147
Visionary Wealth Advisors
Illinois
-$1.83M -18,798 Closed
PWA
148
Physician Wealth Advisors
Utah
-$1.68M -17,017 Closed
Citadel Advisors
149
Citadel Advisors
Florida
-$1.39M -14,215 Closed
MFG
150
Menard Financial Group
Texas
-$1.18M -12,082 Closed