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iShares US Small Cap Equity Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
226
Atria Investments
North Carolina
$239K +$224K +2,685 New
IAS
227
Insigneo Advisory Services
Florida
$239K – – –
SAM
228
Silvercrest Asset Management
New York
$231K +$216K +2,587 New
FFN
229
Focus Financial Network
Minnesota
$223K +$209K +2,503 New
FAL
230
Focused Alpha LLC
Colorado
$219K -$62.2K -746 -23%
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$213K +$177K +2,118 +776%
HWM
232
HB Wealth Management
Georgia
$213K +$199K +2,390 New
WS
233
Wedbush Securities
California
$208K +$194K +2,331 New
HA
234
Helium Advisors
Washington
$203K +$190K +2,282 New
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$202K +$189K +2,271 New
EPW
236
Endeavor Private Wealth
Kansas
$202K +$189K +2,265 New
BBHC
237
Brown Brothers Harriman & Co
New York
$192K -$198K -2,376 -52%
APFP
238
Action Point Financial Planning
Michigan
$177K +$166K +1,991 New
HFG
239
Harborfront Financial Group
Michigan
$173K +$162K +1,943 New
HI
240
Harbour Investments
Wisconsin
$161K +$35.8K +429 +31%
BIA
241
Bell Investment Advisors
California
$137K -$10.4K -125 -7%
CFP
242
Comprehensive Financial Planning
Pennsylvania
$131K +$334 +4 +0.3%
EWA
243
EP Wealth Advisors
California
$121K +$113K +1,360 New
Franklin Resources
244
Franklin Resources
California
$115K – – –
PTC
245
Private Trust Company
Ohio
$112K -$19.5K -234 -16%
AWM
246
AE Wealth Management
Kansas
$109K -$5.84K -70 -5%
SAM
247
S.A. Mason
Michigan
$104K +$97.2K +1,165 New
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$103K +$48.5K +582 +101%
CTC
249
Central Trust Company
Missouri
$98.3K -$74.1K -888 -45%
PMFA
250
Plante Moran Financial Advisors
Michigan
$90.7K +$84.9K +1,018 New