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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
326
Smithfield Trust
Pennsylvania
$219K +$60.7K +660 +39%
WGCA
327
Wolf Group Capital Advisors
Virginia
$215K -$42.8K -465 -17%
GT
328
Greenleaf Trust
Michigan
$213K +$212K +2,300 New
AW
329
Avion Wealth
Texas
$212K +$211K +2,292 New
BFA
330
Beaumont Financial Advisors
Massachusetts
$208K +$207K +2,251 New
BRWM
331
B. Riley Wealth Management
Tennessee
$201K -$1M -10,880 -83%
BCA
332
Bay Colony Advisors
Massachusetts
$201K +$200K +2,170 New
HNB
333
Huntington National Bank
Ohio
$199K
CIR
334
Clear Investment Research
Georgia
$168K +$63.6K +692 +61%
VFA
335
Valeo Financial Advisors
Indiana
$166K +$3.59K +39 +2%
PCG
336
Private Capital Group
Connecticut
$159K +$158K +1,722 New
WP
337
WealthShield Partners
North Carolina
$155K +$146K +1,585 +1,742%
RIA
338
Realta Investment Advisors
Delaware
$134K +$27.3K +297 +26%
ACA
339
Aptus Capital Advisors
Alabama
$127K -$76.2K -828 -38%
BWP
340
Baldwin Wealth Partners
Massachusetts
$122K
BL
341
Balentine LLC
Georgia
$97K +$96.6K +1,050 New
Rockefeller Capital Management
342
Rockefeller Capital Management
New York
$92K +$91.2K +991 New
WT
343
Whittier Trust
California
$89K +$88.6K +963 New
HWA
344
Heritage Wealth Advisors
Virginia
$84K +$84.1K +914 New
William Blair & Company
345
William Blair & Company
Illinois
$83K -$18.7K -203 -18%
JGIA
346
Jackson Grant Investment Advisers
Connecticut
$81K +$9.93K +108 +14%
CB
347
CNB Bank
Pennsylvania
$78K
S
348
SignatureFD
Georgia
$78K +$15.1K +164 +24%
AIM
349
Advantage Investment Management
Iowa
$77K +$52.2K +568 +213%
IFAM
350
Institutional & Family Asset Management
Colorado
$62K