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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
276
Creative Planning
Kansas
$3.21M -$753K -5,473 -18%
WQ
277
Wealth Quarterback
New Jersey
$3.18M -$211K -1,533 -6%
WI
278
Wintrust Investments
Illinois
$3.15M -$142K -1,030 -4%
MCM
279
Mattern Capital Management
Colorado
$3.15M +$52.9K +385 +2%
Mariner
280
Mariner
Kansas
$3.11M -$34.1K -248 -1%
BFS
281
Bickling Financial Services
Massachusetts
$2.98M -$4.13K -30 -0.1%
HI
282
Harbour Investments
Wisconsin
$2.97M +$127K +926 +4%
CWM
283
Cabot Wealth Management
Massachusetts
$2.96M +$123K +891 +4%
GB
284
Gunma Bank
Japan
$2.9M – – –
MWM
285
Moulton Wealth Management
Washington
$2.88M +$2.98M +21,661 New
IA
286
IFP Advisors
Florida
$2.88M +$657K +4,780 +28%
TFO
287
Tarbox Family Office
California
$2.86M -$65K -473 -2%
IWM
288
IHT Wealth Management
Illinois
$2.82M -$1.15M -8,386 -28%
FC
289
Ferris Capital
Massachusetts
$2.81M +$2.69M +19,551 New
BPA
290
Beacon Pointe Advisors
California
$2.81M +$2.2M +15,978 +298%
BAM
291
Bruderman Asset Management
New York
$2.79M +$2.92M +21,218 New
BA
292
Bristlecone Advisors
Washington
$2.79M -$90.8K -660 -3%
AFP
293
Ausdal Financial Partners
Iowa
$2.77M +$119K +863 +4%
RJT
294
Raymond James Trust
Florida
$2.72M +$235K +1,706 +9%
AAS
295
Avantax Advisory Services
Texas
$2.72M -$210K -1,524 -7%
DWA
296
Delos Wealth Advisors
Texas
$2.71M +$626K +4,550 +28%
DP
297
Denver PWM
Colorado
$2.69M +$190K +1,381 +7%
GSC
298
G&S Capital
Colorado
$2.68M +$1.09M +7,922 +64%
SWM
299
Sugarloaf Wealth Management
Georgia
$2.68M – – –
EVM
300
Eaton Vance Management
Massachusetts
$2.6M +$28.5K +207 +0.9%