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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
226
Doyle Wealth Management
Florida
$3.71M +$1.36M +11,506 +61%
IWM
227
IHT Wealth Management
Illinois
$3.69M +$133K +1,130 +4%
GWM
228
Geneos Wealth Management
Colorado
$3.69M -$91.2K -772 -3%
TC
229
Tacita Capital
Ontario, Canada
$3.67M -$221K -1,870 -6%
VIM
230
Vista Investment Management
Pennsylvania
$3.66M +$109K +920 +3%
MAG
231
MRA Advisory Group
New Jersey
$3.59M +$532K +4,501 +18%
AWP
232
Ascent Wealth Partners
New York
$3.57M +$125K +1,061 +4%
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$3.56M -$1.75M -14,844 -34%
SWM
234
Spire Wealth Management
Virginia
$3.54M +$3.43M +29,050 New
Citigroup
235
Citigroup
New York
$3.49M +$478K +4,044 +16%
AF
236
Advisornet Financial
Minnesota
$3.45M +$314K +2,655 +10%
CCA
237
Column Capital Advisors
Indiana
$3.44M +$3.33M +28,202 +55,298%
PA
238
PFG Advisors
Arizona
$3.42M +$36K +305 +1%
OPS
239
Orion Portfolio Solutions
Nebraska
$3.38M -$119K -1,005 -3%
LGA
240
Lebenthal Global Advisors
New York
$3.35M +$138K +1,164 +4%
JIP
241
Jaffetilchin Investment Partners
Florida
$3.28M -$251K -2,126 -7%
GVAG
242
Great Valley Advisor Group
Delaware
$3.28M -$44.5K -377 -1%
CWG
243
Cornerstone Wealth Group
North Carolina
$3.25M +$3.01M +25,469 New
CCMG
244
Clark Capital Management Group
Pennsylvania
$3.23M -$3.3M -27,908 -51%
TPA
245
Trivium Point Advisory
Connecticut
$3.19M +$352K +2,980 +13%
WWM
246
Western Wealth Management
Colorado
$3.18M +$678K +5,742 +28%
MIAN
247
Mariner Independent Advisor Network
Kansas
$3.18M +$1.1M +9,337 +56%
JWCA
248
J.W. Cole Advisors
Florida
$3.09M +$516K +4,369 +21%
WI
249
Wintrust Investments
Illinois
$3.07M -$4M -33,857 -57%
APA
250
American Portfolios Advisors
New York
$3.05M -$1.03M -8,715 -26%