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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
426
Lincoln National Corp
Pennsylvania
$621K +$91.3K +773 +18%
UFA
427
US Financial Advisors
Massachusetts
$617K +$383K +3,242 +177%
PWM
428
Paulson Wealth Management
Illinois
$585K -$15K -127 -3%
RMAM
429
Raab & Moskowitz Asset Management
New Jersey
$580K -$28.1K -238 -5%
SG
430
StoneX Group
New York
$575K -$103K -869 -16%
SXL
431
Summit X LLC
Missouri
$572K -$1.39M -11,745 -71%
CTA
432
Colonial Trust Advisors
South Carolina
$572K
WFA
433
Wipfli Financial Advisors
Wisconsin
$569K
PPW
434
Pasadena Private Wealth
California
$567K -$209K -1,768 -28%
D
435
Diversified
Delaware
$558K -$308K -2,606 -38%
SFM
436
Signet Financial Management
New Jersey
$555K -$65.6K -555 -11%
MWM
437
Mascoma Wealth Management
New Hampshire
$554K +$168K +1,424 +46%
BTW
438
Boston Trust Walden
Massachusetts
$551K
WDG
439
Wealth Dimensions Group
Ohio
$547K +$9.92K +84 +2%
AIC
440
Ayalon Insurance Company
Israel
$539K -$141K -1,194 -21%
RIM
441
Regent Investment Management
Kentucky
$539K -$6.14K -52 -1%
LFA
442
Lighthouse Financial Advisors
Maryland
$533K -$51.9K -439 -9%
MMM
443
Mendel Money Management
Illinois
$529K +$84.3K +714 +20%
PPA
444
Parametric Portfolio Associates
Washington
$524K +$222K +1,881 +78%
MFW
445
Meristem Family Wealth
Minnesota
$511K
DAS
446
Dynamic Advisor Solutions
Arizona
$508K -$7.44K -63 -1%
CA
447
Continuum Advisory
Idaho
$506K -$56.5K -478 -11%
LFG
448
Larson Financial Group
Missouri
$502K +$361K +3,058 +287%
William Blair & Company
449
William Blair & Company
Illinois
$499K +$29.6K +251 +7%
LWM
450
Laidlaw Wealth Management
New York
$495K +$7.44K +63 +2%