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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
276
Triad Wealth Partners
Kansas
$13.5M +$3.63M +20,265 +35%
CA
277
Claro Advisors
Massachusetts
$13.4M +$1.77M +9,875 +14%
WPW
278
Watershed Private Wealth
Illinois
$13.4M +$2.2M +12,291 +19%
CIAS
279
Capital Investment Advisory Services
North Carolina
$13.3M +$917K +5,120 +7%
NSLI
280
Nan Shan Life Insurance
Taiwan
$13.2M +$13.8M +77,200 New
BIA
281
Bell Investment Advisors
California
$13.1M -$35.1K -196 -0.3%
NewEdge Wealth
282
NewEdge Wealth
Pennsylvania
$13M +$3.69M +20,603 +37%
Waverly Advisors
283
Waverly Advisors
Alabama
$12.9M +$396K +2,213 +3%
Sigma Planning Corp
284
Sigma Planning Corp
Michigan
$12.9M +$289K +1,615 +2%
TWM
285
Tradition Wealth Management
Minnesota
$12.8M -$7.06M -39,459 -34%
CW
286
Cook Wealth
North Carolina
$12.8M -$1.13M -6,330 -8%
HUB Investment Partners
287
HUB Investment Partners
Texas
$12.7M +$52.8K +295 +0.4%
Balentine LLC
288
Balentine LLC
Georgia
$12.7M -$120K -671 -0.9%
MP
289
Moment Partners
California
$12.7M -$373K -2,081 -3%
SRC
290
Shufro Rose & Co
New York
$12.4M -$214K -1,198 -2%
MW
291
Maia Wealth
Colorado
$12.4M +$1.39M +7,749 +11%
Csenge Advisory Group
292
Csenge Advisory Group
Florida
$12.3M +$960K +5,361 +8%
BHWM
293
Bay Harbor Wealth Management
Maryland
$12.3M +$2.38M +13,300 +23%
SWP
294
ShoreHaven Wealth Partners
New Jersey
$12.1M +$2.1M +11,746 +20%
Bank of Nova Scotia
295
Bank of Nova Scotia
Ontario, Canada
$12M +$1.94M +10,846 +18%
WC
296
Waterloo Capital
Texas
$12M -$2.1M -11,702 -14%
Mirae Asset Global Investments
297
Mirae Asset Global Investments
South Korea
$11.9M -$488K -2,723 -4%
First Horizon Advisors
298
First Horizon Advisors
Tennessee
$11.8M +$2.24M +12,523 +22%
RBA
299
Richard Bernstein Advisors
New York
$11.8M -$4.95M -27,636 -29%
Spire Wealth Management
300
Spire Wealth Management
Virginia
$11.8M +$397K +2,220 +3%