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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
351
Ausdal Financial Partners
Iowa
$1.67M -$347K -3,056 -17%
EWA
352
Exencial Wealth Advisors
Oklahoma
$1.64M -$55.5K -489 -3%
RWA
353
Rooted Wealth Advisors
Illinois
$1.64M +$1.63M +14,386 New
MIM
354
Macroview Investment Management
Maryland
$1.64M -$2.72K -24 -0.2%
LWM
355
Lodestone Wealth Management
Washington
$1.64M +$1.63M +14,399 New
JFG
356
Jefferies Financial Group
New York
$1.64M +$1.63M +14,362 New
LFA
357
Level Financial Advisors
New York
$1.57M -$1.2M -10,558 -43%
BAM
358
Belpointe Asset Management
Nevada
$1.57M -$31K -273 -2%
DWM
359
Dakota Wealth Management
Florida
$1.56M -$1.4M -12,362 -47%
Comerica Bank
360
Comerica Bank
Texas
$1.54M +$5.1K +45 +0.3%
Vontobel Holding
361
Vontobel Holding
Switzerland
$1.53M -$251K -2,215 -14%
JBA
362
Johnson Bixby & Associates
Washington
$1.49M -$131K -1,153 -8%
William Blair & Company
363
William Blair & Company
Illinois
$1.47M +$122K +1,079 +9%
PIM
364
Provident Investment Management
Michigan
$1.44M +$71.1K +627 +5%
WFM
365
Wolff Financial Management
Michigan
$1.44M -$1.18M -10,382 -45%
FPW
366
Flagship Private Wealth
Massachusetts
$1.41M +$256K +2,254 +22%
TFM
367
TFC Financial Management
Massachusetts
$1.4M +$9.07K +80 +0.7%
Northern Trust
368
Northern Trust
Illinois
$1.4M +$4.54K +40 +0.3%
WWP
369
Waypoint Wealth Partners
California
$1.39M
AWA
370
Acorn Wealth Advisors
Michigan
$1.39M -$529K -4,666 -28%
TCM
371
Triumph Capital Management
Colorado
$1.38M +$40.7K +359 +3%
AWA
372
Alta Wealth Advisors
Massachusetts
$1.37M +$28.4K +250 +2%
KFGK
373
Keystone Financial Group (Kentucky)
Kentucky
$1.37M -$7.6K -67 -0.6%
ASW
374
Astoria Strategic Wealth
Texas
$1.37M -$39.7K -350 -3%
MGWM
375
Marks Group Wealth Management
Minnesota
$1.36M +$1.36M +11,974 New