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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Connecticut Wealth Management
Connecticut
$223M +$5.46M +39,422 +3%
MWM
27
Merriman Wealth Management
Washington
$199M +$12.4M +89,691 +7%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$197M +$4.58M +33,064 +3%
Stifel Financial
29
Stifel Financial
Missouri
$195M +$12.9M +93,060 +8%
WBG
30
Wharton Business Group
Pennsylvania
$189M -$1.65M -11,933 -0.9%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$176M +$24.8M +178,863 +18%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$173M +$14.7M +106,107 +10%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$155M +$76.2M +550,321 +109%
IWC
34
Integrated Wealth Concepts
Massachusetts
$147M -$2.49M -17,994 -2%
RJA
35
Raymond James & Associates
Florida
$128M +$5.86M +42,302 +5%
Corient Private Wealth
36
Corient Private Wealth
Florida
$126M +$14.6M +105,755 +14%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$126M +$13.8M +99,914 +13%
OIA
38
OneDigital Investment Advisors
Kansas
$122M +$24.1M +173,904 +26%
MMA
39
Miracle Mile Advisors
California
$119M +$58.5M +422,241 +110%
HighTower Advisors
40
HighTower Advisors
Illinois
$115M +$8.13M +58,734 +8%
EWM
41
Empirical Wealth Management
Washington
$110M +$22.1M +159,562 +27%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$109M +$27.6M +199,463 +37%
BL
43
Balentine LLC
Georgia
$106M -$550K -3,971 -0.6%
SFG
44
SNS Financial Group
Minnesota
$105M +$2.05M +14,835 +2%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$102M +$5.28M +38,147 +6%
TIAA Trust, National Association
46
TIAA Trust, National Association
North Carolina
$93.7M +$621K +4,486 +0.7%
GFS
47
GYL Financial Synergies
Connecticut
$92.1M -$1.18M -8,548 -1%
WP
48
WealthSource Partners
California
$92M +$4.72M +34,121 +6%
UCFA
49
United Capital Financial Advisors
Texas
$91.8M +$83.7M +604,390 +3,137%
BWL
50
Bogart Wealth LLC
Virginia
$90.7M +$31.5M +227,358 +58%