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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
226
Stone House Investment Management
Pennsylvania
$16.7M -$13.3M -67,593 -45%
MFA
227
Mayflower Financial Advisors
Massachusetts
$16.5M -$4.25M -21,629 -21%
EFG
228
Elevated Financial Group
Indiana
$16.4M +$16.2M +82,669 New
MGW
229
MB Generational Wealth
Washington
$16.4M -$27.1K -138 -0.2%
BIA
230
Bell Investment Advisors
California
$16.4M +$64.6K +329 +0.4%
CFSG
231
Community Financial Services Group
Vermont
$16.3M -$218K -1,112 -1%
SWM
232
Scissortail Wealth Management
Oklahoma
$16.1M +$244K +1,242 +2%
AC
233
Apella Capital
Connecticut
$15.9M -$1.34M -6,817 -8%
HIP
234
HUB Investment Partners
Texas
$15.8M -$93.5K -476 -0.6%
CWS
235
Cypress Wealth Services
California
$15.8M -$7.75M -39,449 -33%
MWA
236
Motive Wealth Advisors
Michigan
$15.4M -$63.1K -321 -0.4%
LFS
237
Lutz Financial Services
Nebraska
$15.4M +$816K +4,154 +6%
NSLI
238
Nan Shan Life Insurance
Taiwan
$15.3M – – –
GRP
239
Global Retirement Partners
California
$15.3M +$199K +1,015 +1%
SRC
240
Shufro Rose & Co
New York
$15.2M +$2.01M +10,234 +15%
SWP
241
Sagespring Wealth Partners
Tennessee
$15.2M -$66.5M -338,658 -60%
GWSA
242
Global Wealth Strategies & Associates
Colorado
$15M +$441K +2,243 +3%
PWA
243
Physician Wealth Advisors
Utah
$15M -$11.4M -57,889 -43%
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$14.6M +$3.68M +18,733 +34%
HFA
245
High Falls Advisors
New York
$14.6M -$11.9M -60,660 -45%
IA
246
IFG Advisory
Georgia
$14.5M +$1.01M +5,122 +8%
SA
247
Sovran Advisors
California
$14.4M -$3.11M -15,849 -18%
KDA
248
Kraft Davis & Associates
Missouri
$14.4M -$1.79M -9,121 -11%
CG
249
Caprock Group
Idaho
$14.1M +$161K +821 +1%
JE
250
JMAC Enterprises
Pennsylvania
$14M +$245K +1,249 +2%