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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
426
Sequoia Financial Advisors
Ohio
$732K +$420K +3,274 +147%
PAS
427
Park Avenue Securities
New York
$718K -$266K -2,075 -28%
BSW
428
Buckingham Strategic Wealth
Missouri
$718K -$86.9K -678 -11%
PPA
429
Parametric Portfolio Associates
Washington
$716K +$140K +1,091 +25%
BPA
430
Beacon Pointe Advisors
California
$713K +$688K +5,365 New
WA
431
Winfield Associates
Ohio
$708K -$513 -4 -0.1%
MWM
432
Mascoma Wealth Management
New Hampshire
$687K +$79.5K +620 +14%
LNC
433
Lincoln National Corp
Pennsylvania
$682K +$4.87K +38 +0.7%
PPW
434
Pasadena Private Wealth
California
$674K +$52.9K +413 +9%
RMAM
435
Raab & Moskowitz Asset Management
New Jersey
$659K +$24.6K +192 +4%
LFG
436
Larson Financial Group
Missouri
$657K +$106K +824 +20%
First Trust Advisors
437
First Trust Advisors
Illinois
$655K -$1.88M -14,700 -75%
AllianceBernstein
438
AllianceBernstein
Tennessee
$650K +$627K +4,890 New
SC
439
Soundwatch Capital
Connecticut
$638K -$625K -4,873 -50%
MMM
440
Mendel Money Management
Illinois
$635K +$56.3K +439 +10%
CBFP
441
Cedar Brook Financial Partners
Ohio
$631K -$231K -1,804 -28%
SG
442
StoneX Group
New York
$630K +$2.95K +23 +0.5%
CTA
443
Colonial Trust Advisors
South Carolina
$628K +$3.21K +25 +0.5%
WFA
444
Wipfli Financial Advisors
Wisconsin
$621K
PWM
445
Paulson Wealth Management
Illinois
$612K
BTW
446
Boston Trust Walden
Massachusetts
$602K
SXL
447
Summit X LLC
Missouri
$593K -$25.9K -202 -4%
OC
448
Oppenheimer & Co
New York
$593K +$166K +1,297 +41%
HB
449
Homrich & Berg
Georgia
$583K -$146K -1,137 -21%
CWA
450
Centennial Wealth Advisory
Michigan
$583K +$213K +1,659 +61%