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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
251
Keebeck Wealth Management
Illinois
$7.58M +$7.33M +61,060 New
DE
252
Day & Ennis
Georgia
$7.51M -$261K -2,171 -3%
LC
253
Landaas & Company
Wisconsin
$7.39M +$7.16M +59,604 New
SIM
254
SSI Investment Management
California
$7.17M +$6.94M +57,783 New
SWP
255
Stratos Wealth Partners
Ohio
$7.07M -$6.81M -56,690 -50%
YWM
256
Yoder Wealth Management
California
$7.05M +$6.82M +56,804 New
FA
257
FDx Advisors
Illinois
$7M
MWA
258
Motive Wealth Advisors
Michigan
$6.88M -$2.32M -19,341 -26%
SWM
259
SigFig Wealth Management
California
$6.85M +$6.63M +55,198 New
SWM
260
Spire Wealth Management
Virginia
$6.82M +$6.18M +51,479 +1,466%
HPM
261
Hoxton Planning & Management
West Virginia
$6.82M +$6.6M +54,973 New
EE
262
EWG Elevate
California
$6.8M +$5.16M +42,999 +363%
MBT
263
Montecito Bank & Trust
California
$6.67M -$445K -3,705 -6%
MCA
264
Magnolia Capital Advisors
Mississippi
$6.55M +$6.34M +52,781 New
MA
265
Mutual Advisors
Nebraska
$6.55M -$4.66M -38,826 -42%
FWP
266
Firethorn Wealth Partners
Georgia
$6.45M +$6.13M +51,050 New
Creative Planning
267
Creative Planning
Kansas
$6.43M -$1.19M -9,885 -16%
SPAS
268
Spectrum Planning & Advisory Services
California
$6.43M +$6.22M +51,797 New
OP
269
ORG Partners
Indiana
$6.41M +$6.18M +51,466 New
ELI
270
Empire Life Investments
Ontario, Canada
$6.41M +$1.76M +14,700 +40%
Legacy Financial Group (Iowa)
271
Legacy Financial Group (Iowa)
Iowa
$6.39M +$6.18M +51,510 New
FHA
272
First Horizon Advisors
Tennessee
$6.39M +$3.13M +26,109 +103%
MFP
273
Meridian Financial Partners
Virginia
$6.24M -$149K -1,241 -2%
HI
274
Harbour Investments
Wisconsin
$6.21M +$3.92M +32,640 +187%
Lido Advisors
275
Lido Advisors
California
$6.18M +$432K +3,601 +8%