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iShares US Small Cap Equity Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PL
51
Plancorp LLC
Missouri
$280K -$26.7K -529 -9%
CAL
52
Capital Advisors Ltd
Ohio
$263K +$51 +1 +0%
FCFC
53
First Citizens Financial Corp
Iowa
$253K +$243K +4,820 New
LWAC
54
Laurel Wealth Advisors (California)
California
$233K +$225K +4,451 New
Morgan Stanley
55
Morgan Stanley
New York
$228K -$45.8K -906 -17%
SFC
56
SYM Financial Corp
Indiana
$218K -$29.6K -586 -12%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$216K -$730K -14,447 -78%
LNC
58
Lincoln National Corp
Pennsylvania
$209K +$201K +3,986 New
MWM
59
Merriman Wealth Management
Washington
$205K +$197K +3,899 New
TI
60
tru Independence
Oregon
$201K +$126K +2,492 +200%
FPW
61
Flagship Private Wealth
Massachusetts
$169K -$51 -1 -0%
CIAS
62
CBIZ Investment Advisory Services
Ohio
$116K
APC
63
Aspire Private Capital
North Carolina
$55K +$52.8K +1,046 New
TRCT
64
Tower Research Capital (TRC)
New York
$45K -$32.5K -643 -43%
WT
65
Washington Trust
Rhode Island
$35K -$58K -1,149 -63%
NIC
66
Northwest Investment Counselors
Oregon
$30K +$29.3K +581 New
HS
67
Horan Securities
United States
$15K
TCWM
68
Total Clarity Wealth Management
Illinois
$12K +$11.7K +232 New
MIM
69
Macroview Investment Management
Maryland
$11K +$51 +1 +0.5%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$11K +$2.02K +40 +23%
PO
71
Private Ocean
California
$6K
WP
72
WealthShield Partners
North Carolina
$6K +$5.66K +112 New
Citigroup
73
Citigroup
New York
$1K +$707 +14 New
Jane Street
74
Jane Street
New York
-$1.18M -25,797 Closed
RJFSA
75
Raymond James Financial Services Advisors
Florida
-$858K -18,744 Closed