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iShares US Small Cap Equity Factor ETF
SMLF

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
126
Diversify Advisory Services
Utah
$1.23M +$703K +9,436 +156%
BFF
127
Byrne Financial Freedom
Massachusetts
$1.15M -$33.8K -453 -3%
PL
128
Plancorp LLC
Missouri
$1.13M +$143K +1,918 +15%
KWM
129
Kingsview Wealth Management
Oregon
$1.03M -$5.81K -78 -0.6%
ALA
130
Atlas Legacy Advisors
California
$939K +$47.8K +641 +5%
LWMI
131
Landmark Wealth Management (Illinois)
Illinois
$906K – – –
VFPW
132
Vantage Financial Partners (Wisconsin)
Wisconsin
$901K +$1.79K +24 +0.2%
AWM
133
Axxcess Wealth Management
California
$893K +$889K +11,925 New
GRP
134
Global Retirement Partners
California
$882K -$9.24K -124 -1%
CFG
135
Cassilly Financial Group
Maryland
$853K +$848K +11,387 New
IAS
136
Integrity Advisory Solutions
Texas
$850K +$134K +1,805 +19%
AWP
137
Ascent Wealth Partners
New York
$814K +$16.1K +216 +2%
RFN
138
Redwood Financial Network
Ohio
$781K +$172K +2,306 +28%
FM
139
Foster & Motley
Ohio
$764K -$6.78K -91 -0.9%
AFS
140
Axiom Financial Strategies
Indiana
$763K +$8.2K +110 +1%
CFG
141
Citizens Financial Group
Rhode Island
$763K -$74.7K -1,003 -9%
TF
142
Thayer Financial
North Carolina
$758K +$755K +10,127 New
WT
143
Washington Trust
Rhode Island
$748K -$745 -10 -0.1%
PCM
144
Parsons Capital Management
Rhode Island
$744K +$270K +3,629 +58%
JAG
145
Journey Advisory Group
Kentucky
$727K -$5.59M -74,997 -89%
BWM
146
BKM Wealth Management
Wisconsin
$724K -$1.03M -13,836 -59%
CAL
147
Capital Advisors Ltd
Ohio
$680K +$4.84K +65 +0.7%
SPC
148
Sigma Planning Corp
Michigan
$676K +$104K +1,400 +18%
PPC
149
Park Place Capital
Alabama
$667K +$2.09K +28 +0.3%
ECA
150
Elevate Capital Advisors
Colorado
$652K +$384K +5,147 +144%
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