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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
276
Exencial Wealth Advisors
Oklahoma
$246K
PPP
277
Private Portfolio Partners
New Jersey
$240K +$228K +2,705 New
DWT
278
Dorsey & Whitney Trust
South Dakota
$240K +$228K +2,712 New
PFGIA
279
Patriot Financial Group Insurance Agency
Massachusetts
$234K +$169K +2,014 +321%
FFN
280
Focus Financial Network
Minnesota
$228K +$217K +2,577 New
BEAM
281
Baker Ellis Asset Management
Washington
$221K
RA
282
RFG Advisory
Alabama
$221K +$208K +2,475 New
HPC
283
Hobart Private Capital
North Carolina
$209K -$178K -2,117 -47%
TI
284
Truepoint Inc
Ohio
$205K +$195K +2,315 New
APW
285
Acima Private Wealth
Virginia
$195K
CFD
286
Creative Financial Designs
Indiana
$173K +$164K +1,952 New
VFA
287
Valeo Financial Advisors
Indiana
$156K -$9.68K -115 -6%
ST
288
Smithfield Trust
Pennsylvania
$151K
William Blair & Company
289
William Blair & Company
Illinois
$138K +$122K +1,448 +1,259%
SF
290
Synovus Financial
Georgia
$126K
BWP
291
Baldwin Wealth Partners
Massachusetts
$117K
WP
292
WealthShield Partners
North Carolina
$113K -$1.6K -19 -1%
IFAM
293
Institutional & Family Asset Management
Colorado
$111K +$101K +1,195 +2,060%
PPFA
294
Provida Pension Fund Administrator
Chile
$100K +$47.8K +568 +100%
CIR
295
Clear Investment Research
Georgia
$94K +$19.3K +229 +27%
RIA
296
Realta Investment Advisors
Delaware
$93K +$88.7K +1,054 New
GRP
297
Global Retirement Partners
California
$92K -$23.6K -281 -21%
CB
298
CNB Bank
Pennsylvania
$75K +$70.9K +843 New
WCM
299
WealthBridge Capital Management
Ohio
$74K
CFB
300
Cullen/Frost Bankers
Texas
$74K +$70.3K +835 New