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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Sugarloaf Wealth Management
Georgia
$2.48M -$2.36M -20,015 -98%
MW
277
MBL Wealth
North Carolina
$2.47M -$902K -7,633 -27%
MIM
278
Macroview Investment Management
Maryland
$2.46M +$151K +1,275 +7%
Creative Planning
279
Creative Planning
Kansas
$2.44M +$124K +1,049 +6%
FAIM
280
Financial Advocates Investment Management
Washington
$2.44M -$27.4K -232 -1%
HI
281
Harbour Investments
Wisconsin
$2.43M +$2.36M +19,985 New
BAM
282
Bruderman Asset Management
New York
$2.43M -$42.9K -363 -2%
TCWM
283
Total Clarity Wealth Management
Illinois
$2.42M -$1.2M -10,198 -34%
ACG
284
Allen Capital Group
Nebraska
$2.41M +$1.65M +13,949 +238%
SCA
285
Snowden Capital Advisors
New York
$2.41M +$91.1K +771 +4%
EVM
286
Eaton Vance Management
Massachusetts
$2.39M +$46.2K +391 +2%
First Trust Advisors
287
First Trust Advisors
Illinois
$2.39M -$432K -3,656 -16%
ICP
288
Interchange Capital Partners
Pennsylvania
$2.36M -$853K -7,223 -28%
LWM
289
Lionsbridge Wealth Management
Florida
$2.36M +$83.3K +705 +4%
BCI
290
Brinker Capital Investments
Pennsylvania
$2.35M -$118K -996 -5%
HTC
291
Hershey Trust Company
Pennsylvania
$2.32M
MA
292
MBA Advisors
Pennsylvania
$2.28M +$2.21M +18,699 New
HIM
293
HawsGoodwin Investment Management
Tennessee
$2.28M -$2.15M -18,241 -49%
TFS
294
TrustCore Financial Services
Tennessee
$2.23M +$62.3K +527 +3%
JBA
295
Johnson Bixby & Associates
Washington
$2.22M -$5.04M -42,683 -70%
VWM
296
Venturi Wealth Management
Texas
$2.18M -$1.32M -11,211 -39%
MIFH
297
Migdal Insurance & Financial Holdings
Israel
$2.13M -$963K -8,149 -32%
CG
298
Cutler Group
California
$2.11M +$2.04M +17,300 New
AWM
299
Aries Wealth Management
Maine
$2.1M +$1.77K +15 +0.1%
AWA
300
Acorn Wealth Advisors
Michigan
$2.1M -$53.5K -453 -3%