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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IDA
251
Intelligence Driven Advisers
California
$17.3M +$385K +2,231 +2%
BBWP
252
Beacon Bridge Wealth Partners
Pennsylvania
$17.3M +$402K +2,332 +3%
SL
253
SWMG LLC
Texas
$16.9M +$4.33M +25,111 +38%
AssetMark Inc
254
AssetMark Inc
California
$16.9M +$1.34M +7,775 +9%
WDL
255
Well Done LLC
Michigan
$16.9M -$1.78M -10,328 -10%
FPGK
256
Financial Partners Group (Kansas)
Kansas
$16.9M +$1.67M +9,694 +12%
TWM
257
TSA Wealth Management
Texas
$16.9M -$301K -1,742 -2%
WWM
258
WJ Wealth Management
Arizona
$16.9M -$1.25M -7,243 -7%
IB
259
Intrust Bank
Kansas
$16.7M +$520K +3,011 +3%
SL
260
Sentinus LLC
Illinois
$16.4M +$719K +4,168 +5%
KDA
261
Kraft Davis & Associates
Missouri
$16.1M +$220K +1,274 +1%
PS
262
Principal Securities
Iowa
$16.1M +$4.98M +28,836 +49%
IA
263
IFG Advisory
Georgia
$16.1M +$143K +827 +0.9%
3F
264
360 Financial
Minnesota
$16.1M +$759K +4,397 +5%
WANY
265
Wealthspire Advisors (New York)
New York
$16M -$11.2M -64,617 -42%
SWM
266
Scissortail Wealth Management
Oklahoma
$16M +$531K +3,074 +4%
BWM
267
BCGM Wealth Management
Indiana
$15.9M +$536K +3,103 +4%
EPA
268
Element Pointe Advisors
Florida
$15.5M +$450K +2,607 +3%
SCA
269
Snowden Capital Advisors
New York
$15.5M -$561K -3,250 -4%
WPW
270
Watershed Private Wealth
Illinois
$15.3M +$933K +5,409 +7%
CFSG
271
Community Financial Services Group
Vermont
$15.3M +$203K +1,176 +1%
Tudor Investment Corp
272
Tudor Investment Corp
Connecticut
$14.9M +$6.68M +38,727 +90%
BIA
273
Bell Investment Advisors
California
$14.8M +$713K +4,132 +5%
MP
274
Moment Partners
California
$14.6M +$965K +5,590 +8%
GRP
275
Global Retirement Partners
California
$14.5M +$13.6M +79,047 New