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GARP

iShares MSCI USA Quality GARP ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$298K +$316K +4,664 New
HI
102
Harbour Investments
Wisconsin
$284K -$142K -2,090 -32%
Jane Street
103
Jane Street
New York
$262K +$278K +4,099 New
BCM
104
Brookstone Capital Management
Illinois
$252K +$267K +3,934 New
Boston Partners
105
Boston Partners
Massachusetts
$250K +$265K +3,905 New
SB
106
Sunflower Bank
Texas
$237K +$251K +3,707 New
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$227K +$240K +3,543 New
SWM
108
SHP Wealth Management
Massachusetts
$216K +$229K +3,381 New
SWP
109
Stratos Wealth Partners
Ohio
$208K +$221K +3,253 New
FWP
110
Forefront Wealth Partners
Texas
$204K +$216K +3,187 New
ASN
111
Advisory Services Network
Georgia
$182K +$193K +2,842 New
NA
112
NewEdge Advisors
Louisiana
$168K +$11.7K +173 +7%
WWMSC
113
Wagner Wealth Management (South Carolina)
South Carolina
$146K
Fidelity Investments
114
Fidelity Investments
Massachusetts
$142K +$25.5K +376 +20%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$132K +$135K +1,992 +2,554%
CFP
116
Comprehensive Financial Planning
Pennsylvania
$116K +$68 +1 +0.1%
LFG
117
Larson Financial Group
Missouri
$91.6K -$136 -2 -0.1%
BWL
118
Bogart Wealth LLC
Virginia
$76.8K
HNW
119
High Note Wealth
Minnesota
$72K
SG
120
Sankala Group
Colorado
$69.2K +$36.4K +537 +96%
NECFA
121
New England Capital Financial Advisors
Connecticut
$65.2K +$69.2K +1,020 New
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$55.7K +$59.1K +871 New
JP Morgan Chase
123
JP Morgan Chase
New York
$55.7K -$232K -3,423 -79%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$42.3K
AF
125
Allworth Financial
California
$31.2K