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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
426
CMC Financial Group
Georgia
$313K -$59.3K -621 -14%
NEPPG
427
New England Professional Planning Group
Rhode Island
$313K +$334K +3,503 New
HA
428
HC Advisors
Georgia
$313K +$369K +3,861 New
ADL
429
Asset Dedication LLC
California
$306K +$360K +3,767 New
VFA
430
Valeo Financial Advisors
Indiana
$304K +$133K +1,395 +66%
RSWM
431
Robertson Stephens Wealth Management
California
$303K +$357K +3,741 New
PPW
432
Parcion Private Wealth
Washington
$300K -$276K -2,893 -44%
MW
433
Marcum Wealth
Ohio
$300K -$18.9K -198 -5%
TRCT
434
Tower Research Capital (TRC)
New York
$291K +$343K +3,592 New
ELI
435
Empire Life Investments
Ontario, Canada
$284K +$50.8K +532 +18%
PFO
436
Pathstone Family Office
New Jersey
$283K +$1.72K +18 +0.5%
VAS
437
Vestmark Advisory Solutions
Massachusetts
$266K +$313K +3,278 New
VSWA
438
Vontobel Swiss Wealth Advisors
Switzerland
$265K -$9.55K -100 -3%
MWM
439
Merriman Wealth Management
Washington
$265K +$312K +3,264 New
Lido Advisors
440
Lido Advisors
California
$264K +$311K +3,262 New
PWM
441
Perigon Wealth Management
California
$255K -$44.8K -469 -14%
PCM
442
Parsons Capital Management
Rhode Island
$250K +$43.9K +460 +18%
Principal Financial Group
443
Principal Financial Group
Iowa
$245K +$32K +335 +12%
PK
444
Pflug Koory
Nebraska
$244K
JG
445
Jefferies Group
New York
$241K +$1.43K +15 +0.5%
HCIA
446
Hochman Cole Investment Advisors
Illinois
$237K -$19.1K -200 -6%
RIM
447
Regent Investment Management
Kentucky
$232K +$24.3K +255 +10%
TVAMP
448
Tennessee Valley Asset Management Partners
Tennessee
$231K -$8.59K -90 -3%
IC
449
InterOcean Capital
Illinois
$230K
DWM
450
Darwin Wealth Management
Florida
$229K -$62.1K -651 -19%