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iShares US Small Cap Equity Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.16M -$515K -15,441 -32%
SPIA
27
Steward Partners Investment Advisory
New York
$1.05M +$466K +13,953 +90%
SWMG
28
Strategic Wealth Management Group
Maryland
$977K -$118K -3,531 -11%
FM
29
Foster & Motley
Ohio
$951K -$632K -18,943 -42%
UWPG
30
Ullmann Wealth Partners Group
Florida
$852K +$796K +23,871 New
FAAM
31
First Ascent Asset Management
Colorado
$795K +$341K +10,215 +85%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$785K -$96.5K -2,892 -12%
Brown Advisory
33
Brown Advisory
Maryland
$759K -$190K -5,694 -21%
SC
34
Sepio Capital
Utah
$721K +$673K +20,177 New
OIA
35
OneDigital Investment Advisors
Kansas
$648K -$2.17K -65 -0.4%
SIAS
36
Shine Investment Advisory Services
Colorado
$517K +$313K +9,395 +185%
CG
37
Colony Group
Massachusetts
$441K
SWP
38
Stratos Wealth Partners
Ohio
$362K -$810K -24,268 -71%
CA
39
Cetera Advisors
Colorado
$356K -$252K -7,538 -43%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$313K +$293K +8,771 New
Osaic Holdings
41
Osaic Holdings
Arizona
$295K -$61K -1,828 -18%
CTA
42
Colonial Trust Advisors
South Carolina
$286K +$267K +8,016 New
WDL
43
Well Done LLC
Michigan
$260K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$209K +$196K +5,863 New
Morgan Stanley
45
Morgan Stanley
New York
$207K -$19.9K -596 -9%
AA
46
Ancora Advisors
Ohio
$167K
SFC
47
SYM Financial Corp
Indiana
$164K +$25.5K +763 +20%
CL
48
Cabana LLC
Arkansas
$120K +$112K +3,370 New
CAL
49
Capital Advisors Ltd
Ohio
$117K -$12.8K -383 -10%
GWM
50
Geneos Wealth Management
Colorado
$84K