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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
401
PMG Wealth Management
Illinois
$6.97M +$112K +625 +2%
O'Shaughnessy Asset Management
402
O'Shaughnessy Asset Management
Connecticut
$6.94M -$425K -2,376 -6%
OWCM
403
One Wealth Capital Management
Arizona
$6.93M +$805K +4,499 +12%
IFA
404
Interactive Financial Advisors
Illinois
$6.91M +$262K +1,461 +4%
Allstate Corporation
405
Allstate Corporation
Illinois
$6.9M – – –
CWM
406
Centurion Wealth Management
Virginia
$6.85M – – –
EPW
407
Endeavor Private Wealth
Kansas
$6.82M +$2.99M +16,693 +72%
RWP
408
Ridgeline Wealth Planning
Ohio
$6.82M +$81.6K +456 +1%
RTL
409
Red Tortoise LLC
Georgia
$6.79M +$13.8K +77 +0.2%
Lido Advisors
410
Lido Advisors
California
$6.75M -$233K -1,303 -3%
AR
411
Apeiron RIA
Texas
$6.73M -$4.6M -25,685 -39%
TF
412
Theory Financial
Colorado
$6.7M -$3.1M -17,319 -31%
Northern Trust
413
Northern Trust
Illinois
$6.7M -$574K -3,205 -8%
Vident Advisory
414
Vident Advisory
Georgia
$6.69M +$415K +2,319 +6%
JWCA
415
J.W. Cole Advisors
Florida
$6.66M +$1.42M +7,907 +25%
LAS
416
Legacy Advisory Services
Pennsylvania
$6.65M +$1.11M +6,191 +19%
LCC
417
Lincoln Capital Corp
Rhode Island
$6.64M -$1.56M -8,707 -18%
PLU
418
Performa Ltd (US)
South Carolina
$6.59M +$1.22M +6,807 +21%
FFS
419
Founders Financial Securities
Maryland
$6.55M -$5.72M -31,944 -45%
SVWG
420
Shared Vision Wealth Group
United States
$6.52M +$428K +2,390 +7%
BAM
421
BOS Asset Management
Illinois
$6.52M +$220K +1,228 +3%
LWA
422
Lifelong Wealth Advisors
Minnesota
$6.51M +$575K +3,212 +9%
GWP
423
Gen-Wealth Partners
Michigan
$6.48M +$441K +2,464 +7%
CWM
424
Cabot Wealth Management
Massachusetts
$6.47M -$84.3K -471 -1%
PFGIA
425
Patriot Financial Group Insurance Agency
Massachusetts
$6.47M +$953K +5,324 +16%