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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
276
Baldwin Wealth Partners
Massachusetts
$101K
WP
277
WealthShield Partners
North Carolina
$99K +$107K +1,294 New
CIR
278
Clear Investment Research
Georgia
$64K +$69.4K +837 New
WCM
279
WealthBridge Capital Management
Ohio
$63K +$68.3K +823 New
MOS
280
MGO One Seven
Ohio
$59K +$64.6K +779 New
TWA
281
TCI Wealth Advisors
Arizona
$57K +$61.6K +743 New
RTC
282
Riverview Trust Company
Washington
$54K +$58.5K +705 New
PFGIA
283
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$10.8K +130 +26%
CAM
284
Cresset Asset Management
Illinois
$45K +$48.5K +585 New
FPFS
285
First Personal Financial Services
North Carolina
$44K
PPFA
286
Provida Pension Fund Administrator
Chile
$43K
AIM
287
Advantage Investment Management
Iowa
$32K +$8.63K +104 +33%
First Manhattan
288
First Manhattan
New York
$32K +$34.8K +420 New
CHP
289
Cable Hill Partners
Oregon
$31K
CBT
290
Capital Bank & Trust
California
$31K +$33.9K +409 New
Deutsche Bank
291
Deutsche Bank
Germany
$30K +$32.6K +393 New
GEA
292
Glen Eagle Advisors
New Jersey
$28.8K
EWM
293
Edge Wealth Management
New York
$27K -$16.3K -196 -36%
AWM
294
Aevitas Wealth Management
Massachusetts
$27K
LDFR
295
Lehman & Derafelo Financial Resources
Pennsylvania
$27K +$28.7K +346 New
AAP
296
Arax Advisory Partners
Colorado
$26K +$332 +4 +1%
JCM
297
Jacobi Capital Management
Pennsylvania
$23K -$8.3K -100 -25%
LFG
298
LifePlan Financial Group
Ohio
$22K +$24K +289 New
JGIA
299
Jackson Grant Investment Advisers
Connecticut
$20K +$166 +2 +0.8%
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$16K