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iShares MSCI USA Size Factor ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$87.3M -$23.2M -179,844 -21%
Bank of America
2
Bank of America
North Carolina
$62.5M -$3.57M -27,636 -5%
JRFS
3
James Reed Financial Services
Ohio
$22.7M -$224K -1,739 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.4M +$8.06M +62,412 +72%
Morgan Stanley
5
Morgan Stanley
New York
$15.5M -$1.05M -8,158 -6%
TWM
6
Trinity Wealth Management
Pennsylvania
$12.9M +$189K +1,467 +1%
MPW
7
MA Private Wealth
California
$9.57M +$683K +5,291 +8%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$7.03M -$607K -4,705 -8%
Jane Street
9
Jane Street
New York
$6.78M +$5M +38,719 +291%
Lido Advisors
10
Lido Advisors
California
$6.41M -$1.13M -8,722 -15%
LPL Financial
11
LPL Financial
California
$5.85M +$709K +5,497 +14%
CFC
12
Client First Capital
California
$5.77M -$2.23M -17,256 -28%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.47M +$973K +7,535 +22%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$4.71M +$1.22M +9,433 +35%
VHAM
15
Van Hulzen Asset Management
California
$4.6M +$886K +6,867 +24%
Truist Financial
16
Truist Financial
North Carolina
$3.6M -$900K -6,977 -20%
ACM
17
Anfield Capital Management
California
$2.77M +$916K +7,097 +50%
UBS Group
18
UBS Group
Switzerland
$2.74M +$2.03M +15,747 +299%
PA
19
Parallel Advisors
California
$2.03M -$255K -1,974 -11%
SPWM
20
Straight Path Wealth Management
Michigan
$1.99M +$1.06M +8,178 +115%
WBG
21
Wharton Business Group
Pennsylvania
$1.66M – – –
Wells Fargo
22
Wells Fargo
California
$1.65M +$289K +2,239 +21%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.51M -$195K -1,512 -12%
SB
24
Strategic Blueprint
Georgia
$1.3M -$125K -966 -9%
GSC
25
G&S Capital
Colorado
$1.21M -$38.2K -296 -3%
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