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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMAM
376
Raab & Moskowitz Asset Management
New Jersey
$525K
RJT
377
Raymond James Trust
Florida
$523K +$498K +5,175 New
FPGK
378
Financial Partners Group (Kansas)
Kansas
$518K +$27.4K +285 +6%
BCA
379
Bay Colony Advisors
Massachusetts
$513K +$264K +2,744 +126%
LA
380
LexAurum Advisors
Kansas
$509K +$61K +633 +14%
William Blair & Company
381
William Blair & Company
Illinois
$498K +$388K +4,030 +449%
BTW
382
Boston Trust Walden
Massachusetts
$477K
PPA
383
Parametric Portfolio Associates
Washington
$475K +$453K +4,700 New
APP
384
Avantax Planning Partners
Iowa
$472K
CFW
385
CA Family Wealth
California
$463K +$441K +4,581 New
WIP
386
Wellesley Investment Partners
Massachusetts
$456K +$60.2K +625 +16%
CFG
387
CMC Financial Group
Georgia
$453K +$10K +104 +2%
MFW
388
Meristem Family Wealth
Minnesota
$447K +$21.9K +227 +5%
ONST
389
Old North State Trust
North Carolina
$443K -$75K -779 -15%
CS
390
Capital Square
Tennessee
$430K +$411K +4,266 New
CFD
391
Creative Financial Designs
Indiana
$428K -$417K -4,325 -51%
BFO
392
Biltmore Family Office
North Carolina
$407K +$388K +4,025 New
ACS
393
Archford Capital Strategies
Illinois
$401K +$382K +3,968 New
UWM
394
USAdvisors Wealth Management
Minnesota
$397K +$379K +3,936 New
VWA
395
Visionary Wealth Advisors
Illinois
$396K +$378K +3,925 New
MW
396
Marcum Wealth
Ohio
$395K +$376K +3,906 New
RCA
397
Resonant Capital Advisors
Wisconsin
$394K +$376K +3,901 New
GLA
398
Good Life Advisors
Pennsylvania
$381K +$52K +540 +17%
GSC
399
G&S Capital
Colorado
$375K +$358K +3,720 New
SFSG
400
Stearns Financial Services Group
North Carolina
$370K +$963 +10 +0.3%