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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
301
Beacon Pointe Advisors
California
$3.1M +$171K +1,286 +6%
LFA
302
Level Financial Advisors
New York
$3.05M +$287K +2,160 +11%
Creative Planning
303
Creative Planning
Kansas
$3.02M -$486K -3,662 -14%
BFS
304
Bickling Financial Services
Massachusetts
$2.93M -$115K -863 -4%
BFC
305
Bedel Financial Consulting
Indiana
$2.92M +$233K +1,751 +9%
TFO
306
Tarbox Family Office
California
$2.87M -$49.8K -375 -2%
FFG
307
Ford Financial Group
California
$2.79M -$1.4M -10,545 -34%
BA
308
Bristlecone Advisors
Washington
$2.78M -$268K -2,019 -9%
CS
309
Credit Suisse
Switzerland
$2.77M +$173K +1,300 +7%
WFM
310
Wolff Financial Management
Michigan
$2.77M +$156K +1,176 +6%
DWA
311
Delos Wealth Advisors
Texas
$2.76M -$96.4K -726 -3%
GP
312
Geneva Partners
Wisconsin
$2.75M -$7M -52,737 -72%
SWM
313
Sugarloaf Wealth Management
Georgia
$2.74M – – –
TFS
314
TrustCore Financial Services
Tennessee
$2.73M +$244K +1,839 +10%
IWM
315
IHT Wealth Management
Illinois
$2.72M -$259K -1,949 -9%
FFS
316
Founders Financial Securities
Maryland
$2.69M -$1.39M -10,431 -34%
FHA
317
Flagship Harbor Advisors
Massachusetts
$2.65M +$170K +1,279 +7%
HF
318
HRT Financial
New York
$2.61M -$3.7M -27,863 -59%
PAMS
319
Pictet Asset Management (Switzerland)
Switzerland
$2.59M -$1.85M -13,925 -42%
FC
320
Ferris Capital
Massachusetts
$2.58M +$266 +2 +0%
HTC
321
Hershey Trust Company
Pennsylvania
$2.56M – – –
BRWA
322
B. Riley Wealth Advisors
Florida
$2.56M -$2.43M -18,264 -49%
ONB
323
Old National Bancorp
Indiana
$2.55M +$2.52M +18,955 New
CAAM
324
Cornerstone Advisors Asset Management
Pennsylvania
$2.54M +$1.99K +15 +0.1%
Two Sigma Advisers
325
Two Sigma Advisers
New York
$2.52M -$19.9M -149,800 -89%