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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
276
OneDigital Investment Advisors
Kansas
$2.61M -$168K -1,525 -6%
TFO
277
Tarbox Family Office
California
$2.6M -$724K -6,576 -23%
FC
278
Ferris Capital
Massachusetts
$2.56M -$254K -2,311 -9%
BA
279
Bristlecone Advisors
Washington
$2.56M +$421K +3,821 +21%
FF
280
FourThought Financial
Florida
$2.55M +$2.42M +21,959 New
LB
281
Leo Brokerage
Texas
$2.55M -$863K -7,836 -26%
ASN
282
Advisory Services Network
Georgia
$2.55M -$75.9K -689 -3%
GFG
283
Greystone Financial Group
Michigan
$2.52M +$2.33M +21,196 New
SPC
284
Sigma Planning Corp
Michigan
$2.48M +$310K +2,812 +15%
JWCA
285
J.W. Cole Advisors
Florida
$2.44M +$908K +8,251 +65%
AC
286
Apella Capital
Connecticut
$2.4M +$217K +1,967 +11%
AI
287
Atria Investments
North Carolina
$2.4M +$637K +5,786 +39%
WWM
288
Western Wealth Management
Colorado
$2.37M -$1.09M -9,894 -33%
Mariner
289
Mariner
Kansas
$2.37M +$187K +1,700 +9%
SWM
290
Sugarloaf Wealth Management
Georgia
$2.36M
BAM
291
Bruderman Asset Management
New York
$2.36M +$2.24M +20,328 New
BCI
292
Brinker Capital Investments
Pennsylvania
$2.36M -$2.44M -22,190 -52%
BSAM
293
Blue Sky Asset Management
Colorado
$2.27M -$638K -5,796 -23%
FAIM
294
Financial Advocates Investment Management
Washington
$2.25M +$530K +4,816 +31%
EVM
295
Eaton Vance Management
Massachusetts
$2.24M +$394K +3,575 +23%
CWM
296
Cabot Wealth Management
Massachusetts
$2.22M +$229K +2,077 +12%
FFBTD
297
First Financial Bank - Trust Division
Ohio
$2.22M -$16.6M -150,692 -89%
SCA
298
Snowden Capital Advisors
New York
$2.21M -$46.1K -419 -2%
HTC
299
Hershey Trust Company
Pennsylvania
$2.21M -$1.65M -15,000 -44%
Creative Planning
300
Creative Planning
Kansas
$2.21M +$572K +5,199 +38%