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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
301
Capital Investment Advisory Services
North Carolina
$10.8M +$133K +676 +1%
PIA
302
Perennial Investment Advisors
California
$10.8M +$357K +1,818 +3%
AssetMark Inc
303
AssetMark Inc
California
$10.8M -$4.16M -21,157 -28%
BWM
304
BCGM Wealth Management
Indiana
$10.7M -$6.8M -34,587 -39%
SW
305
StrongBox Wealth
Missouri
$10.6M -$1.27M -6,459 -11%
TVAMP
306
Tennessee Valley Asset Management Partners
Tennessee
$10.5M +$402K +2,045 +4%
IFG
307
Independent Financial Group
California
$10.5M +$2.03M +10,330 +24%
PPWP
308
Premier Path Wealth Partners
New Jersey
$10.5M -$861K -4,381 -8%
FFA
309
First Foundation Advisors
California
$10.5M -$215K -1,092 -2%
MCA
310
Magnolia Capital Advisors
Mississippi
$10.4M +$3.52M +17,897 +52%
SPC
311
Sigma Planning Corp
Michigan
$10.3M -$683K -3,477 -6%
WWA
312
WCG Wealth Advisors
Nevada
$10.3M -$2.8M -14,267 -22%
BEC
313
Blue Edge Capital
Virginia
$10.3M +$405K +2,063 +4%
UWPG
314
Ullmann Wealth Partners Group
Florida
$10.2M -$112K -571 -1%
Brown Advisory
315
Brown Advisory
Maryland
$10.2M -$12.2K -62 -0.1%
CWG
316
Crown Wealth Group
North Carolina
$10.2M -$458K -2,331 -4%
VA
317
VestGen Advisors
Illinois
$9.97M -$7.98M -40,605 -45%
GCWM
318
Guided Capital Wealth Management
Texas
$9.94M +$155K +787 +2%
FAM
319
Forte Asset Management
New York
$9.92M -$14.5K -74 -0.1%
RSEWM
320
River's Edge Wealth Management
Pennsylvania
$9.89M +$9.63M +49,030 New
FPW
321
Flagship Private Wealth
Massachusetts
$9.83M -$361K -1,838 -4%
MAG
322
MRA Advisory Group
New Jersey
$9.76M +$333K +1,695 +4%
GP
323
Geneva Partners
Wisconsin
$9.76M -$106K -537 -1%
SCM
324
SOL Capital Management
Maryland
$9.76M -$234K -1,190 -2%
National Bank of Canada
325
National Bank of Canada
Quebec, Canada
$9.76M +$543K +2,764 +6%