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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
451
RegentAtlantic Capital
New Jersey
$229K -$56.9K -596 -17%
EWM
452
EPG Wealth Management
Georgia
$228K +$51.8K +543 +24%
FHC
453
First Heartland Consultants
Missouri
$228K +$269K +2,819 New
WQ
454
Wealth Quarterback
New Jersey
$225K
NB
455
NBT Bank
New York
$224K +$263K +2,758 New
GFPC
456
Global Financial Private Client
Florida
$224K -$29.6K -310 -10%
CWP
457
Capital Wealth Planning
Florida
$219K +$258K +2,700 New
Bank Julius Baer & Co
458
Bank Julius Baer & Co
Switzerland
$218K +$257K +2,688 New
FLPIM
459
F.L. Putnam Investment Management
Massachusetts
$218K +$257K +2,693 New
BP
460
BBR Partners
New York
$211K +$248K +2,600 New
CA
461
Crumly & Associates
Illinois
$207K +$244K +2,559 New
WGCA
462
Wolf Group Capital Advisors
Virginia
$206K
APW
463
Acima Private Wealth
Virginia
$205K
SWM
464
SigFig Wealth Management
California
$204K +$240K +2,513 New
AWA
465
Arete Wealth Advisors
Illinois
$200K +$236K +2,471 New
LWS
466
Lucia Wealth Services
California
$199K +$234K +2,456 New
AW
467
Avion Wealth
Texas
$177K -$9.93K -104 -5%
APC
468
Aspire Private Capital
North Carolina
$177K +$15.3K +160 +8%
SMFS
469
Squar Milner Financial Services
California
$160K
CA
470
Clearstead Advisors
Ohio
$160K +$189K +1,980 New
EP
471
Eudaimonia Partners
Tennessee
$126K -$72K -754 -33%
HNB
472
Huntington National Bank
Ohio
$121K
CIR
473
Clear Investment Research
Georgia
$120K -$4.39K -46 -3%
TFGT
474
TS Financial Group (TSFG)
Illinois
$118K +$2.48K +26 +2%
CWP
475
CFM Wealth Partners
Texas
$106K