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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
276
Brown Advisory
Maryland
$6.05M +$172K +1,431 +3%
ASN
277
Advisory Services Network
Georgia
$6.02M +$3.83M +31,934 +192%
BPA
278
Beacon Pointe Advisors
California
$6.01M +$3.06M +25,510 +111%
GIA
279
Gladstone Institutional Advisory
Florida
$5.86M +$104K +868 +2%
NFC
280
Northeast Financial Consultants
Connecticut
$5.86M -$505K -4,209 -8%
BIM
281
Bridges Investment Management
Nebraska
$5.84M
HSBC Holdings
282
HSBC Holdings
United Kingdom
$5.81M +$9.36K +78 +0.2%
MYIA
283
Mount Yale Investment Advisors
Colorado
$5.76M +$5.32M +44,285 +2,030%
SA
284
Scarborough Advisors
Maryland
$5.65M +$5.46M +45,502 New
CWMU
285
Caliber Wealth Management (Utah)
Utah
$5.64M +$5.46M +45,455 New
GRP
286
Global Retirement Partners
California
$5.6M +$2.08M +17,360 +62%
PA
287
Parallel Advisors
California
$5.57M -$351K -2,920 -6%
FFA
288
Farther Finance Advisors
California
$5.38M +$4.78M +39,801 +1,113%
PWM
289
Perigon Wealth Management
California
$5.37M -$1.33M -11,103 -20%
AF
290
Advisornet Financial
Minnesota
$5.29M +$4.37M +36,388 +579%
FFS
291
Founders Financial Securities
Maryland
$5.27M +$1.93M +16,095 +61%
PLU
292
Performa Ltd (US)
South Carolina
$5.21M +$89.3K +744 +2%
SPC
293
Sigma Planning Corp
Michigan
$5.19M +$758K +6,311 +18%
NW
294
NewEdge Wealth
Pennsylvania
$5.17M -$47.4K -395 -0.9%
RSWM
295
Robertson Stephens Wealth Management
California
$5.09M +$1.68M +13,954 +52%
EWS
296
Evergreen Wealth Solutions
Pennsylvania
$5.08M -$498K -4,149 -9%
NL
297
NWAM LLC
Washington
$5.05M +$4.03M +33,565 +469%
FAM
298
Forte Asset Management
New York
$5.04M +$4.88M +40,616 New
RHP
299
Royal Harbor Partners
Texas
$5.01M +$4.85M +40,401 New
B
300
Barings
North Carolina
$4.99M -$37.9M -315,707 -89%