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GARP

iShares MSCI USA Quality GARP ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
1
Independent Financial Group
California
$16.8M +$6.71M +139,150 +75%
LC
2
Landaas & Company
Wisconsin
$10.9M +$3.56M +73,864 +54%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.63M +$7.1M +147,063 New
EE
4
EWG Elevate
California
$4.87M +$4.53M +93,837 New
VNA
5
Valley National Advisers
Pennsylvania
$3.87M +$1.06M +21,969 +42%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.76M +$1.98M +41,067 +131%
SAM
7
Synergy Asset Management
Washington
$2.42M -$2.31M -47,871 -51%
TRCT
8
Tower Research Capital (TRC)
New York
$1.14M +$551K +11,419 +109%
DI
9
Disciplined Investments
Oklahoma
$764K +$710K +14,720 New
FIA
10
Foundations Investment Advisors
Arizona
$516K +$479K +9,931 New
SWP
11
Stratos Wealth Partners
Ohio
$443K -$7.14K -148 -2%
MOS
12
MGO One Seven
Ohio
$334K +$311K +6,438 New
Creative Planning
13
Creative Planning
Kansas
$311K
GGV
14
GG Group Ventures
Florida
$292K +$280K +5,809 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$242K +$9.46K +196 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$208K +$194K +4,014 New
SWM
17
Spire Wealth Management
Virginia
$60.1K +$8.44K +175 +18%
UBS Group
18
UBS Group
Switzerland
$11.3K +$10.5K +218 New
AAG
19
Armstrong Advisory Group
Massachusetts
$9.5K +$8.83K +183 New
GJIA
20
Glass Jacobson Investment Advisors
Maryland
$6.96K
PCMC
21
Planning Capital Management Corporation
Pennsylvania
$52 +$48 +1 New
Jane Street
22
Jane Street
New York
-$565K -11,874 Closed
Morgan Stanley
23
Morgan Stanley
New York
-$48 -1 Closed