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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
301
Cahill Financial Advisors
Minnesota
$11.4M +$835K +5,087 +8%
MWA
302
Motive Wealth Advisors
Michigan
$11.3M -$431K -2,625 -4%
EFL
303
ERn Financial LLC
Wisconsin
$11.1M -$292K -1,781 -3%
Creative Planning
304
Creative Planning
Kansas
$11.1M +$452K +2,754 +4%
APA
305
Astoria Portfolio Advisors
New York
$11.1M -$2.03M -12,392 -16%
CFO
306
Custos Family Office
Texas
$11M +$1.52M +9,228 +17%
EC
307
EdgeRock Capital
Colorado
$11M -$68.8K -419 -0.6%
SRC
308
Shufro Rose & Co
New York
$10.9M +$276K +1,683 +3%
TWC
309
TD Waterhouse Canada
Ontario, Canada
$10.8M +$1.92M +11,663 +23%
SWM
310
Spire Wealth Management
Virginia
$10.8M -$2.02M -12,286 -16%
PCIG
311
Partners Capital Investment Group
Massachusetts
$10.7M +$4.86M +29,611 +90%
SL
312
Sentinus LLC
Illinois
$10.7M +$335K +2,043 +3%
UWPG
313
Ullmann Wealth Partners Group
Florida
$10.6M -$339K -2,067 -3%
GIA
314
Gladstone Institutional Advisory
Florida
$10.5M +$106K +645 +1%
FFWA
315
Forthright Family Wealth Advisory
Texas
$10.4M +$87.7K +534 +0.9%
WPW
316
Watershed Private Wealth
Illinois
$10.4M +$621K +3,781 +7%
WAP
317
Wealthcare Advisory Partners
Pennsylvania
$10.3M +$733K +4,464 +8%
MW
318
Maia Wealth
Colorado
$10.2M +$9.55M +58,165 New
AR
319
Apeiron RIA
Texas
$10M +$747K +4,550 +8%
SWM
320
Scissortail Wealth Management
Oklahoma
$9.99M +$68.8K +419 +0.7%
WA
321
Waverly Advisors
Alabama
$9.96M +$9.37M +57,079 +4,637%
CG
322
Caprock Group
Idaho
$9.95M +$2.54M +15,475 +36%
CWG
323
Crown Wealth Group
North Carolina
$9.92M -$272K -1,655 -3%
VA
324
Vident Advisory
Georgia
$9.91M +$1.47M +8,959 +18%
ECA
325
Elevated Capital Advisors
Utah
$9.86M +$36.1K +220 +0.4%