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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
226
Fernwood Investment Management
Massachusetts
$487K +$9.59K +114 +2%
CFG
227
CMC Financial Group
Georgia
$484K +$229K +2,725 +99%
CWM
228
Cabot Wealth Management
Massachusetts
$483K +$5.05K +60 +1%
RMAM
229
Raab & Moskowitz Asset Management
New Jersey
$482K +$459K +5,452 New
XS
230
XR Securities
Illinois
$449K +$427K +5,071 New
PAG
231
Private Advisory Group
Washington
$441K
WPSG
232
Wealth & Pension Services Group
Georgia
$428K +$406K +4,831 New
BTW
233
Boston Trust Walden
Massachusetts
$419K
PP
234
Prudential plc
United Kingdom
$416K -$101K -1,200 -20%
APP
235
Avantax Planning Partners
Iowa
$414K
MFW
236
Mosaic Family Wealth
Missouri
$413K +$16.4K +195 +4%
SFSG
237
Stearns Financial Services Group
North Carolina
$405K -$15.2K -181 -4%
SPC
238
Sigma Planning Corp
Michigan
$398K +$20K +238 +6%
AUB
239
Atlantic Union Bankshares
Virginia
$392K +$372K +4,423 New
BCA
240
Bay Colony Advisors
Massachusetts
$376K -$60.4K -718 -14%
BPWA
241
Beacon Pointe Wealth Advisors
California
$374K +$355K +4,222 New
FAM
242
Formidable Asset Management
Ohio
$373K +$24.7M +293,651 +372%
Mirae Asset Global Investments
243
Mirae Asset Global Investments
South Korea
$363K +$345K +4,100 New
FPGK
244
Financial Partners Group (Kansas)
Kansas
$359K +$94.7K +1,125 +38%
EWF
245
Epstein & White Financial
California
$358K +$17.8K +212 +6%
IAA
246
Independent Advisor Alliance
North Carolina
$356K
ONST
247
Old North State Trust
North Carolina
$352K +$39.5K +470 +13%
Creative Planning
248
Creative Planning
Kansas
$349K +$104K +1,235 +46%
GT
249
Glenmede Trust
Pennsylvania
$348K
WIP
250
Wellesley Investment Partners
Massachusetts
$347K