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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$323M +$231M +1,287,922 +213%
OWM
27
Orgel Wealth Management
Wisconsin
$322M +$108M +601,089 +47%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$314M +$19.5M +108,955 +6%
Stifel Financial
29
Stifel Financial
Missouri
$301M +$25.9M +144,914 +9%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$265M +$13.9M +77,378 +5%
HTC
31
Haverford Trust Company
Pennsylvania
$260M +$25.3M +141,446 +10%
HighTower Advisors
32
HighTower Advisors
Illinois
$245M +$4.58M +25,603 +2%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$236M -$137M -763,982 -36%
Osaic Holdings
34
Osaic Holdings
Arizona
$225M -$31.1M -173,614 -12%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$220M -$9.25M -51,672 -4%
WBG
36
Wharton Business Group
Pennsylvania
$214M -$556K -3,106 -0.2%
MMA
37
Miracle Mile Advisors
California
$214M +$4.69M +26,182 +2%
SCM
38
SCS Capital Management
Massachusetts
$207M +$51.2M +286,200 +31%
OIA
39
OneDigital Investment Advisors
Kansas
$198M +$19.6M +109,730 +10%
NA
40
NewEdge Advisors
Louisiana
$193M +$30.7M +171,220 +18%
IWC
41
Integrated Wealth Concepts
Massachusetts
$190M -$6.04M -33,761 -3%
CWM
42
Connecticut Wealth Management
Connecticut
$188M -$89.6M -500,371 -31%
EWM
43
Empirical Wealth Management
Washington
$171M +$7.07M +39,476 +4%
SA
44
Sanctuary Advisors
Indiana
$153M +$20.4M +113,757 +15%
KIM
45
Kestra Investment Management
Texas
$135M +$33.7M +188,492 +31%
JC
46
JB Capital
Connecticut
$133M +$28.4M +158,806 +26%
SFG
47
SNS Financial Group
Minnesota
$129M +$1.97M +10,996 +1%
FIA
48
Foundations Investment Advisors
Arizona
$128M +$10.5M +58,444 +8%
SF
49
Synovus Financial
Georgia
$122M +$55.3M +308,787 +77%
FG
50
Foster Group
Iowa
$115M +$3M +16,730 +3%