We are live on ! Find out more
SIZE icon

iShares MSCI USA Size Factor ETF
SIZE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
126
Cornerstone Wealth Management
Missouri
– -$422K -5,918 Closed
Stifel Financial
127
Stifel Financial
Missouri
– -$418K -5,891 Closed
VWM
128
Venturi Wealth Management
Texas
– -$418K -5,853 Closed
EH
129
Equitable Holdings
New York
– -$412K -5,772 Closed
HIM
130
Hanlon Investment Management
New Jersey
– -$407K -5,703 Closed
PFA
131
Pettinga Financial Advisors
Indiana
– -$388K -5,441 Closed
PAMG
132
Patton Albertson Miller Group
Tennessee
– -$385K -5,400 Closed
SPC
133
Sigma Planning Corp
Michigan
– -$372K -5,216 Closed
HFA
134
High Falls Advisors
New York
– -$370K -5,180 Closed
VHAM
135
Van Hulzen Asset Management
California
– -$362K -5,074 Closed
MYIA
136
Mount Yale Investment Advisors
Colorado
– -$323K -4,531 Closed
HC
137
HNP Capital
New York
– -$299K -3,965 Closed
PPP
138
Private Portfolio Partners
New Jersey
– -$235K -3,288 Closed
OFG
139
OmniStar Financial Group
North Carolina
– -$194K -2,718 Closed
PCG
140
Private Capital Group
Connecticut
– -$192K -2,686 Closed
FCA
141
FinTrust Capital Advisors
South Carolina
– -$177K -2,485 Closed
AIS
142
Accurate Investment Solutions
Pennsylvania
– -$115K -1,610 Closed
APC
143
Aspire Private Capital
North Carolina
– -$50K -706 Closed
NFG
144
Next Financial Group
Texas
– -$29K -407 Closed
EP
145
Eudaimonia Partners
Tennessee
– -$25K -355 Closed
LWM
146
Lenox Wealth Management
Ohio
– -$23K -326 Closed
GSWM
147
Golden State Wealth Management
California
– -$21K -293 Closed
GRP
148
Global Retirement Partners
California
– -$21K -289 Closed
LSA
149
Lion Street Advisors
Texas
– -$18K -246 Closed
JP Morgan Chase
150
JP Morgan Chase
New York
– -$8K -106 Closed
3 4 5
6
7