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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
451
Prospera Financial Services
Texas
$700K +$79.7K +681 +11%
FIM
452
Fernwood Investment Management
Massachusetts
$694K
FSA
453
Fort Sheridan Advisors
Illinois
$682K +$2.22K +19 +0.3%
MFG
454
Magnus Financial Group
New York
$682K +$371K +3,168 +93%
PJSIMP
455
P.J. Schmidt Investment Management (PJS)
Wisconsin
$677K -$234K -2,004 -24%
NF
456
Nikulski Financial
Iowa
$674K +$23.4K +200 +3%
VAS
457
Vestmark Advisory Solutions
Massachusetts
$668K -$1.75M -14,960 -70%
GEA
458
Glen Eagle Advisors
New Jersey
$665K -$32K -274 -4%
VWA
459
Visionary Wealth Advisors
Illinois
$660K -$12.9K -110 -2%
CCA
460
Clearwater Capital Advisors
Illinois
$654K +$21.8K +186 +3%
TWM
461
Tolleson Wealth Management
Texas
$651K
DAS
462
Dynamic Advisor Solutions
Arizona
$650K -$476K -4,066 -39%
LFG
463
Larson Financial Group
Missouri
$644K -$17.3K -148 -2%
WMR
464
Wealth Management Resources
Rhode Island
$636K
MWM
465
Mascoma Wealth Management
New Hampshire
$633K -$12.9K -110 -2%
Qube Research & Technologies (QRT)
466
Qube Research & Technologies (QRT)
United Kingdom
$628K +$707K +6,046 New
AWC
467
Adamsbrown Wealth Consultants
Kansas
$624K -$460K -3,931 -40%
TA
468
TKG Advisors
Indiana
$617K -$34.6K -296 -5%
PGFC
469
Peapack-Gladstone Financial Corp
New Jersey
$605K +$182K +1,555 +36%
FCA
470
FLC Capital Advisors
California
$602K
NCM
471
NCM Capital Management
New Jersey
$600K
AR
472
Apeiron RIA
Texas
$591K +$660K +5,646 New
JAG
473
Journey Advisory Group
Kentucky
$589K
SHJ
474
Sharkey, Howes & Javer
Colorado
$589K
CWC
475
Carolinas Wealth Consulting
North Carolina
$582K +$227K +1,938 +53%