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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
301
Crestwood Advisors Group
Massachusetts
$314K +$312K +3,397 New
SWM
302
Sequoia Wealth Management
Illinois
$306K +$303K +3,289 New
TI
303
Truepoint Inc
Ohio
$305K +$90.5K +984 +43%
ICMP
304
Integrated Capital Management (Pennsylvania)
Pennsylvania
$303K -$1.2K -13 -0.4%
DAS
305
Dynamic Advisor Solutions
Arizona
$298K -$18.3K -199 -6%
GLA
306
Good Life Advisors
Pennsylvania
$296K +$1.56K +17 +0.5%
PK
307
Pflug Koory
Nebraska
$278K
BPWA
308
Beacon Pointe Wealth Advisors
California
$277K
JG
309
Jefferies Group
New York
$272K +$1.1K +12 +0.4%
OIA
310
OneDigital Investment Advisors
Kansas
$272K +$271K +2,943 New
SFM
311
Signet Financial Management
New Jersey
$269K +$54.5K +592 +27%
IC
312
InterOcean Capital
Illinois
$263K
LG
313
Leuthold Group
Minnesota
$257K +$4.6K +50 +2%
MYIA
314
Mount Yale Investment Advisors
Colorado
$254K +$242K +2,635 New
CAG
315
Csenge Advisory Group
Florida
$252K -$2.85K -31 -1%
ACM
316
Armbruster Capital Management
New York
$249K +$248K +2,700 New
VWA
317
V Wealth Advisors
Kansas
$239K +$11.2K +122 +5%
IWS
318
Insight Wealth Strategies
California
$238K +$237K +2,576 New
Comerica Bank
319
Comerica Bank
Texas
$235K -$163K -1,767 -41%
PCM
320
Parsons Capital Management
Rhode Island
$235K +$29.4K +320 +14%
APW
321
Acima Private Wealth
Virginia
$233K +$30.4K +330 +15%
BEAM
322
Baker Ellis Asset Management
Washington
$231K
LW
323
Linscomb Wealth
Texas
$227K +$226K +2,456 New
NA
324
NewEdge Advisors
Louisiana
$226K +$224K +2,435 New
SFS
325
Sowell Financial Services
Arkansas
$225K +$224K +2,438 New