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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
251
Aspiriant LLC
California
$657K +$654K +7,115 New
WS
252
Wedbush Securities
California
$650K +$113K +1,227 +21%
WP
253
WealthPLAN Partners
Nebraska
$640K +$111K +1,207 +22%
PWM
254
Paulson Wealth Management
Illinois
$639K -$75.4K -820 -11%
FEG
255
Financial Enhancement Group
Indiana
$610K +$2.12K +23 +0.3%
VHAM
256
Van Hulzen Asset Management
California
$604K +$41.8K +454 +7%
FIM
257
Fernwood Investment Management
Massachusetts
$604K +$97.9K +1,064 +19%
SFWA
258
Summit Financial Wealth Advisors
Louisiana
$599K +$15.8K +172 +3%
IAA
259
Independent Advisor Alliance
North Carolina
$598K +$573K +6,227 New
LNC
260
Lincoln National Corp
Pennsylvania
$589K +$72.9K +793 +14%
LJAC
261
L.J. Altfest & Co
New York
$576K +$5.61K +61 +1%
CWM
262
Cabot Wealth Management
Massachusetts
$563K +$86.4K +939 +18%
CA
263
Continuum Advisory
Idaho
$558K +$58.2K +633 +12%
TC
264
TownSquare Capital
Utah
$550K -$84.9K -923 -14%
CBA
265
Coastal Bridge Advisors
Connecticut
$533K +$525K +5,711 New
ACG
266
Allen Capital Group
Nebraska
$532K
LFS
267
Lutz Financial Services
Nebraska
$525K
EWA
268
Exencial Wealth Advisors
Oklahoma
$519K +$260K +2,829 +102%
Two Sigma Advisers
269
Two Sigma Advisers
New York
$508K +$506K +5,500 New
IA
270
IFG Advisory
Georgia
$486K +$485K +5,269 New
RMAM
271
Raab & Moskowitz Asset Management
New Jersey
$480K -$22.3K -242 -4%
ONST
272
Old North State Trust
North Carolina
$477K
SPC
273
Sigma Planning Corp
Michigan
$475K +$31.8K +346 +7%
PFGIA
274
Patriot Financial Group Insurance Agency
Massachusetts
$465K +$68K +739 +17%
TP
275
Tranquility Partners
Tennessee
$459K +$25.6K +278 +6%