| 8/1/2025 | Strategic Financial Services Inc. | 3,744,652 | $254.45M | 13.7% | +3.8% | 13.592% | |
| 8/1/2025 | Schmidt P J Investment Management Inc. | 25,258 | $1.72M | 0.3% | +7.9% | 0.092% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 157,180 | $10.68M | 0.0% | +3.1% | 0.571% | |
| 7/31/2025 | Leavell Investment Management Inc. | 4,080 | $277K | 0.0% | N/A | 0.015% | |
| 7/30/2025 | Phillips Financial Management LLC | 42,268 | $2.87M | 0.2% | -28.9% | 0.153% | |
| 7/30/2025 | D.A. Davidson & CO. | 53,266 | $3.62M | 0.0% | -2.5% | 0.193% | |
| 7/30/2025 | Journey Advisory Group LLC | 85,110 | $5.78M | 0.4% | -19.9% | 0.309% | |
| 7/29/2025 | Wingate Wealth Advisors Inc. | 9,562 | $650K | 0.6% | -14.4% | 0.035% | |
| 7/29/2025 | BKM Wealth Management LLC | 24,695 | $1.68M | 0.7% | -13.0% | 0.090% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 7,396 | $503K | 0.0% | -74.7% | 0.027% | |
Get the Latest News and Ratings for SMLF and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for iShares U.S. Small Cap Equity Factor ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 7/29/2025 | Foster & Motley Inc. | 11,064 | $752K | 0.0% | -8.5% | 0.040% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 148,598 | $10.10M | 0.1% | +3.0% | 0.539% | |
| 7/29/2025 | Empirical Asset Management LLC | 18,885 | $1.28M | 0.4% | +1.1% | 0.069% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 33,484 | $2.28M | 2.2% | N/A | 0.122% | |
| 7/25/2025 | RHS Financial LLC | 6,238 | $424K | 0.2% | N/A | 0.023% | |
| 7/25/2025 | CWM LLC | 22,093 | $1.50M | 0.0% | -2.6% | 0.080% | |
| 7/25/2025 | Apollon Financial LLC | 53,175 | $3.61M | 0.8% | -5.8% | 0.193% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 21,438 | $1.46M | 0.1% | +4.4% | 0.078% | |
| 7/24/2025 | Blair William & Co. IL | 1,044 | $71K | 0.0% | -83.3% | 0.004% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 9,000 | $612K | 0.1% | -2.5% | 0.033% | |
| 7/24/2025 | US Bancorp DE | 23,297 | $1.58M | 0.0% | -4.8% | 0.085% | |
| 7/23/2025 | Valmark Advisers Inc. | 371,206 | $25.22M | 0.4% | +1.5% | 1.355% | |
| 7/22/2025 | Ergawealth Advisors Inc. | 6,413 | $436K | 0.2% | -8.4% | 0.023% | |
| 7/21/2025 | QRG Capital Management Inc. | 7,453 | $506K | 0.0% | -8.3% | 0.027% | |
| 7/21/2025 | Flagship Private Wealth LLC | 24,114 | $1.64M | 0.8% | +55.0% | 0.088% | |
| 7/21/2025 | Synergy Asset Management LLC | 3,456 | $235K | 0.0% | N/A | 0.013% | |
| 7/18/2025 | Truist Financial Corp | 17,338 | $1.18M | 0.0% | +20.7% | 0.063% | |
| 7/17/2025 | Park Place Capital Corp | 8,852 | $607K | 0.1% | N/A | 0.033% | |
| 7/17/2025 | LifeGoal Wealth Advisors | 31,930 | $2.17M | 2.1% | +1.5% | 0.118% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 151,512 | $10.30M | 0.0% | N/A | 0.558% | |
| 7/17/2025 | XY Planning Network Inc. | 4,333 | $294K | 0.1% | N/A | 0.016% | |
| 7/16/2025 | Novem Group | 45,366 | $3.08M | 0.4% | N/A | 0.167% | |
| 7/16/2025 | Perigon Wealth Management LLC | 28,800 | $1.96M | 0.0% | +14.8% | 0.106% | |
| 7/16/2025 | Plancorp LLC | 13,113 | $891K | 0.0% | -16.2% | 0.048% | |
| 7/15/2025 | FMA Wealth Management LLC | 75,877 | $5.16M | 3.8% | +1.0% | 0.279% | |
| 7/15/2025 | Cora Capital Advisors LLC | 85,566 | $5.81M | 2.6% | -1.4% | 0.315% | |
| 7/15/2025 | Traction Financial Partners LLC | 3,429 | $233K | 0.2% | N/A | 0.013% | |
| 7/15/2025 | Financial Management Professionals Inc. | 520,851 | $35.39M | 4.0% | +4.0% | 1.918% | |
| 7/14/2025 | AdvisorNet Financial Inc | 2,982 | $203K | 0.0% | -11.9% | 0.011% | |
| 7/14/2025 | Acropolis Investment Management LLC | 870,884 | $59.18M | 3.3% | +4.0% | 3.208% | |
Leaked Gov’t Memo Reveals $100 Trillion Deadline (Ad) Only Days Left to Claim Your Share of Trump's $100T Play
Trump's economic blueprint is about to go live, and the deadline is fast-approaching. A new federal plan could legally unlock $100 trillion in U.S. resources... and one $10 stock could lead the charge. Former hedge fund manager Whitney Tilson explains how to act now, before this hits the headlines. Click here now to discover the full story and how to stake your claim before this land rush goes ful |
| 7/14/2025 | Park Avenue Securities LLC | 5,958 | $405K | 0.0% | +12.6% | 0.022% | |
| 7/11/2025 | Ullmann Wealth Partners Group LLC | 510,064 | $34.66M | 4.1% | -9.2% | 1.879% | |
| 7/11/2025 | Farther Finance Advisors LLC | 9,817 | $667K | 0.0% | +38.6% | 0.036% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 198,569 | $13.49M | 0.2% | +11.7% | 0.731% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 26,576 | $1.86M | 0.0% | -2.4% | 0.098% | |
| 7/9/2025 | Channel Wealth LLC | 4,404 | $299K | 0.1% | -24.1% | 0.016% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 25,756 | $1.75M | 0.1% | N/A | 0.095% | |
| 7/9/2025 | GEM Asset Management LLC | 68,947 | $4.76M | 2.4% | +3.0% | 0.254% | |
| 7/8/2025 | PTM Wealth Management LLC | 163,062 | $11.39M | 7.5% | N/A | 0.601% | |
| 7/8/2025 | RMR Wealth Builders | 5,212 | $354K | 0.0% | N/A | 0.019% | |
| 7/8/2025 | First International Bank & Trust | 180,244 | $12.25M | 4.3% | -6.0% | 0.668% | |
| 6/2/2025 | Modern Wealth Management LLC | 54,449 | $3.39M | 0.1% | N/A | 0.209% | |
| 5/28/2025 | Vista Cima Wealth Management LLC | 57,446 | $3.57M | 2.6% | +5.3% | 0.224% | |
| 5/23/2025 | Strategic Financial Services Inc. | 3,606,933 | $224.21M | 13.1% | +0.9% | 14.062% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 23,410 | $1.46M | 0.3% | +18.5% | 0.091% | |
| 5/20/2025 | Focus Partners Wealth | 274,170 | $17.04M | 0.0% | +1.3% | 1.069% | |
| 5/20/2025 | Integrity Alliance LLC. | 330,895 | $20.57M | 0.8% | +85.4% | 1.290% | |
| 5/19/2025 | Jane Street Group LLC | 134,442 | $8.36M | 0.0% | +769.0% | 0.524% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 29,242 | $1.82M | 0.0% | -11.0% | 0.114% | |
| 5/16/2025 | Redwood Financial Network Corp | 5,837 | $363K | 0.3% | +57.3% | 0.023% | |
| 5/16/2025 | Pacific Center for Financial Services | 403,430 | $25.08M | 6.7% | -1.0% | 1.573% | |
| 5/16/2025 | Plancorp LLC | 15,647 | $973K | 0.0% | +63.9% | 0.061% | |
| 5/16/2025 | NewEdge Advisors LLC | 16,719 | $1.04M | 0.0% | +20.4% | 0.065% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 152,659 | $9.49M | 0.1% | -22.0% | 0.595% | |
| 5/15/2025 | Family Office Research LLC | 193,941 | $12.06M | 5.9% | -4.5% | 0.756% | |
| 5/15/2025 | Flputnam Investment Management Co. | 6,982 | $434K | 0.0% | +27.9% | 0.027% | |
| 5/15/2025 | Royal Bank of Canada | 68,441 | $4.25M | 0.0% | +150.9% | 0.267% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 18,676 | $1.16M | 0.4% | N/A | 0.073% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 120,532 | $7.49M | 0.6% | +6.1% | 0.470% | |
| 5/14/2025 | Talisman Wealth Advisors LLC | 10,883 | $676K | 0.7% | N/A | 0.042% | |
| 5/14/2025 | Comerica Bank | 2,349 | $146K | 0.0% | +98.2% | 0.009% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 63,602 | $3.95M | 0.0% | +110.5% | 0.248% | |
| 5/14/2025 | Kestra Advisory Services LLC | 33,596 | $2.09M | 0.0% | +55.5% | 0.131% | |
| 5/14/2025 | Wescott Financial Advisory Group LLC | 5,049 | $314K | 0.0% | -35.8% | 0.020% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,147,066 | $71.31M | 0.0% | +52.3% | 4.472% | |
| 5/14/2025 | Capital Analysts LLC | 8,443 | $525K | 0.0% | +332.1% | 0.033% | |
| 5/13/2025 | Raymond James Financial Inc. | 67,380 | $4.19M | 0.0% | +22.6% | 0.263% | |
| 5/13/2025 | DDFG Inc | 81,868 | $5.09M | 1.4% | +4.4% | 0.319% | |
| 5/13/2025 | LWM Advisory Services LLC | 17,883 | $1.11M | 0.8% | -5.6% | 0.070% | |
| 5/13/2025 | Ground Swell Capital LLC | 5,506 | $342K | 0.7% | N/A | 0.021% | |
| 5/13/2025 | GKV Capital Management Co. Inc. | 18,676 | $1.16M | 1.0% | N/A | 0.073% | |
| 5/13/2025 | Anfield Capital Management LLC | 96,473 | $6.00M | 2.2% | N/A | 0.376% | |
| 5/13/2025 | HighTower Advisors LLC | 3,579 | $222K | 0.0% | +14.7% | 0.014% | |
| 5/12/2025 | Maia Wealth LLC | 3,555 | $207K | 0.0% | N/A | 0.014% | |
| 5/12/2025 | Independent Advisor Alliance | 5,228 | $325K | 0.0% | N/A | 0.020% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 441,076 | $27.42M | 0.0% | -6.1% | 1.720% | |
| 5/9/2025 | Wealthspire Advisors LLC | 7,127 | $443K | 0.0% | -11.5% | 0.028% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 6,203 | $386K | 0.0% | +15.8% | 0.024% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 33,937 | $2.11M | 0.1% | +939.1% | 0.132% | |
| 5/9/2025 | Wade Financial Advisory Inc | 57,191 | $3.56M | 1.2% | -2.0% | 0.223% | |
Leaked Gov’t Memo Reveals $100 Trillion Deadline (Ad) Only Days Left to Claim Your Share of Trump's $100T Play
Trump's economic blueprint is about to go live, and the deadline is fast-approaching. A new federal plan could legally unlock $100 trillion in U.S. resources... and one $10 stock could lead the charge. Former hedge fund manager Whitney Tilson explains how to act now, before this hits the headlines. Click here now to discover the full story and how to stake your claim before this land rush goes ful |
| 5/9/2025 | Blair William & Co. IL | 6,236 | $388K | 0.0% | -5.9% | 0.024% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 458,173 | $28.48M | 2.8% | +2.4% | 1.697% | |
| 5/8/2025 | US Bancorp DE | 24,484 | $1.52M | 0.0% | -2.3% | 0.091% | |
| 5/8/2025 | Foster & Motley Inc. | 12,094 | $752K | 0.0% | -13.7% | 0.045% | |
| 5/8/2025 | Cozad Asset Management Inc. | 61,459 | $3.82M | 0.4% | +5.1% | 0.228% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 256,326 | $15.93M | 0.3% | N/A | 0.949% | |
| 5/7/2025 | Atlas Legacy Advisors LLC | 9,779 | $632K | 0.2% | -6.3% | 0.036% | |
| 5/7/2025 | Vantage Financial Partners LLC | 10,939 | $680K | 0.2% | +131.0% | 0.041% | |
| 5/7/2025 | LPL Financial LLC | 630,872 | $39.22M | 0.0% | +31.0% | 2.337% | |
| 5/7/2025 | Denver PWM LLC | 125,466 | $7.80M | 2.8% | +10.1% | 0.465% | |
