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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIM
401
Karpus Investment Management
New York
$858K -$559K -5,080 -41%
JSL
402
JT Stratford LLC
Georgia
$856K -$1.65K -15 -0.2%
SBSB
403
Sullivan, Bruyette, Speros & Blaney
Virginia
$848K
Chevy Chase Trust
404
Chevy Chase Trust
Maryland
$843K -$320K -2,904 -29%
HCIA
405
Hochman Cole Investment Advisors
Illinois
$840K +$18.7K +170 +2%
LS
406
Leelyn Smith
Illinois
$840K +$44.5K +404 +6%
WWM
407
Wolff Wiese Magana
California
$832K +$788K +7,161 New
NFG
408
Next Financial Group
Texas
$822K -$6.94K -63 -0.9%
IWP
409
Icon Wealth Partners
Texas
$812K +$355K +3,227 +86%
FIM
410
Fernwood Investment Management
Massachusetts
$795K
D
411
Diversified
Delaware
$789K +$754K +6,844 New
BSW
412
Buckingham Strategic Wealth
Missouri
$787K +$45.5K +413 +6%
TVAMP
413
Tennessee Valley Asset Management Partners
Tennessee
$784K +$380K +3,454 +105%
PP
414
Prudential plc
United Kingdom
$772K -$297K -2,700 -29%
SHJ
415
Sharkey, Howes & Javer
Colorado
$770K
WA
416
WBH Advisory
Maryland
$769K -$9.14K -83 -1%
PIA
417
Perennial Investment Advisors
California
$762K -$42.3K -384 -6%
PPW
418
Pasadena Private Wealth
California
$747K -$32.8K -298 -4%
FPCM
419
Financial Partners Capital Management
New York
$742K +$43.7K +397 +7%
AWM
420
Alterna Wealth Management
Texas
$741K +$8.15K +74 +1%
WFM
421
Wolff Financial Management
Michigan
$741K +$702K +6,375 New
GSC
422
G&S Capital
Colorado
$739K +$126K +1,143 +22%
BCA
423
Biltmore Capital Advisors
New Jersey
$735K +$429K +3,899 +161%
ECM
424
Evergreen Capital Management
Washington
$730K +$21.5K +195 +3%
TWM
425
Tolleson Wealth Management
Texas
$728K +$167K +1,517 +32%