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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFC
451
Northeast Financial Consultants
Connecticut
$721K -$793K -5,768 -51%
MWM
452
Mascoma Wealth Management
New Hampshire
$721K +$41.7K +303 +6%
DAS
453
Dynamic Advisor Solutions
Arizona
$705K -$51.3K -373 -7%
WA
454
Winfield Associates
Ohio
$701K -$550 -4 -0.1%
First Trust Advisors
455
First Trust Advisors
Illinois
$698K +$50.6K +368 +7%
MWM
456
Mission Wealth Management
California
$693K +$407K +2,960 +129%
LNC
457
Lincoln National Corp
Pennsylvania
$675K -$1.51K -11 -0.2%
CWA
458
Centennial Wealth Advisory
Michigan
$665K +$90.8K +660 +15%
BRWM
459
B. Riley Wealth Management
Tennessee
$659K +$688K +5,004 New
NIC
460
Northwest Investment Counselors
Oregon
$652K +$275K +1,998 +68%
MFW
461
Meristem Family Wealth
Minnesota
$649K +$100K +727 +17%
TVAMP
462
Tennessee Valley Asset Management Partners
Tennessee
$646K +$674K +4,903 New
QCM
463
Quest Capital Management
Texas
$644K +$672K +4,886 New
MMM
464
Mendel Money Management
Illinois
$642K +$13.1K +95 +2%
SG
465
StoneX Group
New York
$638K +$14.4K +105 +2%
PPW
466
Pasadena Private Wealth
California
$635K -$33.8K -246 -5%
PCIG
467
Partners Capital Investment Group
Massachusetts
$632K +$248K +1,800 +60%
CW
468
CreativeOne Wealth
Kansas
$631K -$189K -1,372 -22%
CTA
469
Colonial Trust Advisors
South Carolina
$622K
FSA
470
Fort Sheridan Advisors
Illinois
$618K +$211K +1,535 +49%
WFA
471
Wipfli Financial Advisors
Wisconsin
$616K
PWM
472
Paulson Wealth Management
Illinois
$607K
Betterment LLC
473
Betterment LLC
New York
$599K +$625K +4,544 New
BTW
474
Boston Trust Walden
Massachusetts
$596K
RIM
475
Regent Investment Management
Kentucky
$583K +$19.1K +139 +3%