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
BlackRock
1
BlackRock
New York
$59.2M -$15.8M -131,717 -20%
Bank of America
2
Bank of America
North Carolina
$41.6M -$12.2M -101,995 -21%
JRFS
3
James Reed Financial Services
Ohio
$19.1M -$57.4K -478 -0.3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17.7M +$1.43M +11,951 +8%
TWM
5
Trinity Wealth Management
Pennsylvania
$11.4M +$537K +4,471 +5%
Morgan Stanley
6
Morgan Stanley
New York
$9.01M -$4.47M -37,218 -31%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$7.25M +$2.88M +23,980 +57%
MPW
8
MA Private Wealth
California
$7.09M -$1.11M -9,275 -13%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.89M +$99.1K +826 +2%
Lido Advisors
10
Lido Advisors
California
$5.31M -$115K -961 -2%
CFC
11
Client First Capital
California
$4.82M -$52.4K -437 -1%
LPL Financial
12
LPL Financial
California
$4.74M -$210K -1,747 -4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$4.57M -$1.48M -12,374 -23%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$4.45M +$518K +4,315 +12%
VHAM
15
Van Hulzen Asset Management
California
$3.89M +$960 +8 +0%
Truist Financial
16
Truist Financial
North Carolina
$3.05M +$13.7K +114 +0.4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.96M +$2.87M +23,953 +803%
UBS Group
18
UBS Group
Switzerland
$2.36M +$52.4K +437 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$2.05M +$2.24M +18,631 New
FTUS
20
Flow Traders U.S.
New York
$1.95M +$2.13M +17,757 New
SPWM
21
Straight Path Wealth Management
Michigan
$1.58M -$102K -854 -6%
PA
22
Parallel Advisors
California
$1.56M -$138K -1,150 -7%
WBG
23
Wharton Business Group
Pennsylvania
$1.4M – – –
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.38M +$115K +959 +8%
SB
25
Strategic Blueprint
Georgia
$1M -$102K -846 -8%
1
2 3 4