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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
426
Washington Trust
Rhode Island
$887K +$926K +6,734 New
FIM
427
Fernwood Investment Management
Massachusetts
$886K +$13.8K +100 +2%
WDG
428
Wealth Dimensions Group
Ohio
$877K +$72.2K +525 +9%
ECM
429
Evergreen Capital Management
Washington
$852K
SHJ
430
Sharkey, Howes & Javer
Colorado
$843K -$63.1K -459 -7%
CAAS
431
Capital Asset Advisory Services
Michigan
$842K -$71.2K -518 -7%
Simplex Trading
432
Simplex Trading
Illinois
$840K +$27.5K +200 +3%
RMAM
433
Raab & Moskowitz Asset Management
New Jersey
$838K +$193K +1,401 +28%
JSL
434
JT Stratford LLC
Georgia
$835K -$20.9K -152 -2%
TWM
435
Tolleson Wealth Management
Texas
$825K
4WM
436
4J Wealth Management
Virginia
$810K
CCA
437
Clearwater Capital Advisors
Illinois
$809K -$116K -846 -12%
SCM
438
SOL Capital Management
Maryland
$802K -$17.9K -130 -2%
SS
439
Simplicity Solutions
Minnesota
$796K -$5.36K -39 -0.6%
VWA
440
Visionary Wealth Advisors
Illinois
$787K -$456K -3,319 -36%
LFG
441
Larson Financial Group
Missouri
$778K +$132K +960 +19%
BCM
442
Beck Capital Management
Texas
$776K -$5.64K -41 -0.7%
PPA
443
Parametric Portfolio Associates
Washington
$766K +$58.4K +425 +8%
LC
444
Lavaca Capital
Texas
$748K +$780K +5,675 New
APW
445
Austin Private Wealth
Texas
$745K +$307K +2,234 +65%
AllianceBernstein
446
AllianceBernstein
Tennessee
$740K +$100K +727 +15%
SS
447
Sunbelt Securities
Texas
$739K
RA
448
RFG Advisory
Alabama
$731K -$30.7K -223 -4%
OC
449
Oppenheimer & Co
New York
$729K +$148K +1,073 +24%
BSW
450
Buckingham Strategic Wealth
Missouri
$722K +$10.5K +76 +1%