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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
426
Total Clarity Wealth Management
Illinois
$1.36M +$319K +2,255 +32%
GEA
427
Glen Eagle Advisors
New Jersey
$1.33M +$138K +974 +12%
AW
428
ACG Wealth
Georgia
$1.32M +$3.67K +26 +0.3%
MFW
429
Mosaic Family Wealth
Missouri
$1.3M +$59.5K +421 +5%
PGFC
430
Peapack-Gladstone Financial Corp
New Jersey
$1.29M +$60.9K +431 +5%
FEG
431
Financial Enhancement Group
Indiana
$1.28M +$124K +878 +11%
AssetMark Inc
432
AssetMark Inc
California
$1.28M -$93.3K -660 -7%
CWM
433
Congress Wealth Management
Massachusetts
$1.27M +$1.23M +8,725 New
BT
434
Brandywine Trust
Delaware
$1.26M – – –
EE
435
EWG Elevate
California
$1.26M +$242K +1,711 +25%
CA
436
Calton & Associates
Florida
$1.26M -$369K -2,612 -23%
JWBC
437
John W. Brooker & Co
California
$1.25M -$131K -926 -10%
GT
438
Glenmede Trust
Pennsylvania
$1.24M +$79.4K +562 +7%
CW
439
CreativeOne Wealth
Kansas
$1.24M +$531K +3,754 +78%
CAM
440
Cozad Asset Management
Illinois
$1.24M – – –
PCA
441
Peddock Capital Advisors
Massachusetts
$1.24M -$507K -3,585 -30%
KIA
442
KCM Investment Advisors
California
$1.21M -$97.5K -690 -8%
IF
443
Intrua Financial
Texas
$1.2M -$256K -1,808 -18%
MPW
444
Melone Private Wealth
Michigan
$1.2M +$1.16M +8,227 New
WP
445
WealthShield Partners
North Carolina
$1.18M -$30.5K -216 -3%
WA
446
Winfield Associates
Ohio
$1.16M +$375K +2,655 +50%
WLIM
447
White Lighthouse Investment Management
Massachusetts
$1.15M -$80K -566 -7%
SWM
448
SeaCrest Wealth Management
New York
$1.15M +$36.2K +256 +3%
SFP
449
Shepherd Financial Partners
Massachusetts
$1.14M -$6.64K -47 -0.6%
SC
450
Saiph Capital
New Jersey
$1.14M +$1.1M +7,806 New