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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCP
401
Fidelis Capital Partners
Florida
$6.44M +$396K +1,975 +6%
BHWM
402
Bay Harbor Wealth Management
Maryland
$6.36M +$155K +772 +2%
SF
403
Symphony Financial
Texas
$6.35M -$430K -2,143 -6%
Capital Analysts LLC
404
Capital Analysts LLC
Pennsylvania
$6.35M -$577K -2,878 -8%
BFP
405
Beacon Financial Planning
Massachusetts
$6.33M +$2.14M +10,672 +48%
Savvy Advisors Inc
406
Savvy Advisors Inc
New York
$6.27M +$1.07M +5,324 +19%
RFG Advisory
407
RFG Advisory
Alabama
$6.22M -$2.78M -13,869 -30%
AIM
408
Advyzon Investment Management
Illinois
$6.22M +$2.35M +11,707 +57%
CCA
409
Cora Capital Advisors
New Jersey
$6.21M -$32.1K -160 -0.5%
IAA
410
Ironsides Asset Advisors
North Carolina
$6.18M -$1.49M -7,458 -19%
WWA
411
WCG Wealth Advisors
Nevada
$6.17M -$3.96M -19,773 -38%
Allstate Corporation
412
Allstate Corporation
Illinois
$6.15M – – –
CWM
413
Centurion Wealth Management
Virginia
$6.1M -$129K -643 -2%
YWM
414
Yoder Wealth Management
California
$6.1M -$734K -3,663 -10%
ATS
415
Ashton Thomas Securities
New York
$5.95M +$6.22M +31,053 New
KCM
416
KM Capital Management
Texas
$5.92M -$213K -1,062 -4%
TC
417
Trust Company
Kansas
$5.92M +$126K +629 +2%
SFG
418
Shum Financial Group
California
$5.87M +$103K +513 +2%
MWM
419
McNaughton Wealth Management
California
$5.79M -$373K -1,861 -6%
EP Wealth Advisors
420
EP Wealth Advisors
California
$5.79M +$697K +3,478 +13%
AMM
421
American Money Management
California
$5.69M +$164K +820 +3%
SWMG
422
Stillwater Wealth Management Group
Florida
$5.68M +$791K +3,946 +15%
SCM
423
Sheridan Capital Management
California
$5.68M +$2.81K +14 +0%
KFGK
424
Keystone Financial Group (Kentucky)
Kentucky
$5.67M +$417K +2,080 +8%
IB
425
Intrust Bank
Kansas
$5.63M -$12.2M -60,939 -67%