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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
426
Lantz Financial
Illinois
$3.99M +$328K +2,371 +10%
PPWM
427
PFG Private Wealth Management
Florida
$3.95M +$3.71M +26,769 +29,416%
CGFA
428
Colton Groome Financial Advisors
North Carolina
$3.94M -$2.24M -16,155 -38%
AC
429
Annandale Capital
Texas
$3.93M -$19.7K -142 -0.5%
WFAG
430
Worth Financial Advisory Group
North Carolina
$3.93M -$72.1K -521 -2%
SW
431
Simplicity Wealth
New Jersey
$3.9M +$988K +7,139 +37%
PIA
432
Panoramic Investment Advisors
Colorado
$3.9M -$187K -1,348 -5%
TWA
433
TCI Wealth Advisors
Arizona
$3.87M -$89.7K -648 -2%
BCG
434
Breakwater Capital Group
New Jersey
$3.85M +$6.51K +47 +0.2%
ARC
435
Advisor Resource Council
Texas
$3.83M +$3.6M +26,027 New
DWT
436
Dorsey & Whitney Trust
South Dakota
$3.82M -$831 -6 -0%
AP
437
Adero Partners
California
$3.78M -$105K -755 -3%
AC
438
Allstate Corporation
Illinois
$3.75M +$1.43M +10,358 +68%
CA
439
Claro Advisors
Massachusetts
$3.74M +$1.15M +8,317 +49%
IFWM
440
Institute for Wealth Management
Colorado
$3.73M +$41.9K +303 +1%
CPIG
441
Chicago Partners Investment Group
Illinois
$3.71M -$65.9K -476 -2%
WIC
442
Woodmont Investment Counsel
Tennessee
$3.69M -$515K -3,721 -13%
O3W
443
Omni 360 Wealth
New Jersey
$3.65M +$3.43M +24,810 New
First Trust Advisors
444
First Trust Advisors
Illinois
$3.65M -$84.6K -611 -2%
IA
445
IFG Advisory
Georgia
$3.63M +$395K +2,855 +13%
Pictet Asset Management
446
Pictet Asset Management
Switzerland
$3.63M -$88.6K -640 -3%
KCM
447
KM Capital Management
Texas
$3.61M +$3.4M +24,543 New
FCM
448
Fortis Capital Management
Washington
$3.57M +$22.8K +165 +0.7%
IFA
449
Interactive Financial Advisors
Illinois
$3.56M +$5.62M +40,601 +60%
AWM
450
Aries Wealth Management
Maine
$3.52M +$119K +863 +4%