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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
326
Summit Financial
New Jersey
$10.7M -$25.9M -150,080 -72%
SW
327
StrongBox Wealth
Missouri
$10.7M +$351K +2,036 +4%
FFWA
328
Forthright Family Wealth Advisory
Texas
$10.7M -$213K -1,237 -2%
HSBC Holdings
329
HSBC Holdings
United Kingdom
$10.6M -$1.51M -8,726 -13%
PPWP
330
Premier Path Wealth Partners
New Jersey
$10.5M +$468K +2,713 +5%
RA
331
RFG Advisory
Alabama
$10.5M -$1.04M -6,019 -9%
SPC
332
Sigma Planning Corp
Michigan
$10.5M -$3.08M -17,858 -24%
EFL
333
ERn Financial LLC
Wisconsin
$10.5M -$218K -1,261 -2%
UWPG
334
Ullmann Wealth Partners Group
Florida
$10.2M -$451K -2,611 -4%
SWM
335
SigFig Wealth Management
California
$10.2M +$219K +1,271 +2%
FFA
336
First Foundation Advisors
California
$10.2M +$1.85M +10,701 +24%
SF
337
SWP Financial
California
$10.1M +$661K +3,829 +7%
JCM
338
Jacobi Capital Management
Pennsylvania
$9.97M -$161K -934 -2%
MIH
339
Meitav Investment House
Israel
$9.97M +$61.4K +356 +0.7%
AC
340
Allstate Corporation
Illinois
$9.93M +$2.41M +13,981 +35%
CIAS
341
Capital Investment Advisory Services
North Carolina
$9.93M -$4.08M -23,666 -30%
DWT
342
Dorsey & Whitney Trust
South Dakota
$9.89M +$101K +584 +1%
AWA
343
Adapt Wealth Advisors
Georgia
$9.79M +$219K +1,268 +2%
BEC
344
Blue Edge Capital
Virginia
$9.69M -$497K -2,882 -5%
SCM
345
SOL Capital Management
Maryland
$9.65M -$1.35M -7,828 -13%
Citadel Advisors
346
Citadel Advisors
Florida
$9.51M +$8.09M +46,889 +911%
SWM
347
Spire Wealth Management
Virginia
$9.51M -$2.91M -16,859 -24%
AAIM
348
Asset Advisors Investment Management
Georgia
$9.47M -$103K -597 -1%
SCM
349
Stonehearth Capital Management
Massachusetts
$9.44M -$298K -1,724 -3%
CAG
350
Crestwood Advisors Group
Massachusetts
$9.44M +$802K +4,645 +10%