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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
476
CFM Wealth Partners
Texas
$136K +$126K +1,305 New
BWP
477
Baldwin Wealth Partners
Massachusetts
$133K
AssetMark Inc
478
AssetMark Inc
California
$115K +$60.5K +628 +123%
LWM
479
Lenox Wealth Management
Ohio
$103K +$98K +1,018 New
MPWT
480
MassMutual Private Wealth & Trust
Connecticut
$96K +$45.6K +473 +99%
HWA
481
Heritage Wealth Advisors
Virginia
$92.3K
RG
482
Retirement Group
California
$91K +$87.1K +904 New
ACA
483
Aptus Capital Advisors
Alabama
$90K -$46K -478 -35%
JGIA
484
Jackson Grant Investment Advisers
Connecticut
$89K +$385 +4 +0.5%
ICM
485
Islay Capital Management
Texas
$88K +$83.8K +870 New
S
486
SignatureFD
Georgia
$86K +$482 +5 +0.6%
CB
487
CNB Bank
Pennsylvania
$85K
IFAM
488
Institutional & Family Asset Management
Colorado
$67K
FPFS
489
First Personal Financial Services
North Carolina
$58K
First Manhattan
490
First Manhattan
New York
$58K +$15.5K +161 +38%
PPFA
491
Provida Pension Fund Administrator
Chile
$57K
CL
492
Cabana LLC
Arkansas
$57K +$54.2K +563 New
KPCM
493
Kings Point Capital Management
New York
$51K +$48.2K +500 New
AAP
494
Arax Advisory Partners
Colorado
$50K +$15.1K +157 +46%
AIC
495
Archer Investment Corporation
Indiana
$50K +$47.9K +497 New
SSB
496
Sandy Spring Bank
Maryland
$43K
CFB
497
Cullen/Frost Bankers
Texas
$42K
WTC
498
WhitTier Trust Company
Nevada
$37K +$35.4K +368 New
VRM
499
Vectors Research Management
New York
$37K +$35.6K +370 New
LDFR
500
Lehman & Derafelo Financial Resources
Pennsylvania
$35K