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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
326
ShoreHaven Wealth Partners
New Jersey
$8.91M +$3.5M +22,406 +70%
WA
327
WBH Advisory
Maryland
$8.91M +$1.53M +9,785 +22%
GWSA
328
Global Wealth Strategies & Associates
Colorado
$8.89M +$233K +1,494 +3%
AIA
329
Alternative Investment Advisors
Florida
$8.78M +$565K +3,616 +7%
SL
330
SWMG LLC
Texas
$8.78M -$487K -3,115 -6%
BHWM
331
Bay Harbor Wealth Management
Maryland
$8.78M -$344K -2,203 -4%
DAM
332
Derbend Asset Management
Georgia
$8.75M -$649K -4,152 -7%
FAM
333
Forte Asset Management
New York
$8.69M -$388K -2,484 -4%
CG
334
Cynosure Group
Utah
$8.68M +$10.6K +68 +0.1%
AAS
335
Annex Advisory Services
Wisconsin
$8.54M -$9.31M -59,602 -53%
FHA
336
First Horizon Advisors
Tennessee
$8.37M +$921K +5,895 +13%
Brown Advisory
337
Brown Advisory
Maryland
$8.26M -$20.5K -131 -0.3%
FAM
338
Family Asset Management
South Carolina
$8.24M +$838K +5,367 +12%
KV
339
Kickstand Ventures
New York
$8.23M -$7.44M -47,652 -49%
SAG
340
SageView Advisory Group
California
$8.23M +$4.64M +29,694 +57%
MOS
341
MGO One Seven
Ohio
$8.19M +$4.74M +30,308 +155%
SCA
342
Snowden Capital Advisors
New York
$8.17M -$3.59M -22,951 -32%
AWM
343
Apollon Wealth Management
South Carolina
$8.09M +$580K +3,710 +8%
VA
344
Vident Advisory
Georgia
$8.07M +$2.06M +13,165 +37%
MAG
345
MRA Advisory Group
New Jersey
$8.07M +$480K +3,072 +7%
YWM
346
Yoder Wealth Management
California
$7.93M -$204K -1,308 -3%
GLA
347
Good Life Advisors
Pennsylvania
$7.92M +$293K +1,877 +4%
GP
348
Geneva Partners
Wisconsin
$7.88M +$617K +3,950 +9%
CIA
349
Concurrent Investment Advisors
Florida
$7.86M +$2.62M +16,742 +54%
PPWP
350
Premier Path Wealth Partners
New Jersey
$7.84M +$1.12M +7,199 +18%