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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
476
Leonard Rickey Investment Advisors
Washington
$201K +$192K +2,096 New
LG
477
Leuthold Group
Minnesota
$201K +$192K +2,096 New
CWP
478
CFM Wealth Partners
Texas
$198K +$69.9K +762 +58%
CA
479
Clearstead Advisors
Ohio
$190K
CL
480
Cabana LLC
Arkansas
$162K +$155K +1,690 New
PGAM
481
Princeton Global Asset Management
New Jersey
$151K +$145K +1,578 New
BAM
482
Belpointe Asset Management
Nevada
$145K -$1.21M -13,128 -90%
LFG
483
LifePlan Financial Group
Ohio
$139K -$3.26M -35,554 -96%
RG
484
Retirement Group
California
$139K +$133K +1,450 New
PFO
485
Pathstone Family Office
New Jersey
$137K -$190K -2,073 -59%
TFGT
486
TS Financial Group (TSFG)
Illinois
$129K -$9.55K -104 -7%
FCM
487
Firestone Capital Management
Florida
$125K
IFAM
488
Institutional & Family Asset Management
Colorado
$125K +$58.6K +638 +96%
BEAM
489
Baker Ellis Asset Management
Washington
$115K +$110K +1,200 New
BWP
490
Baldwin Wealth Partners
Massachusetts
$114K
Barclays
491
Barclays
United Kingdom
$113K +$108K +1,177 New
CHA
492
Carmichael Hill & Associates
Maryland
$110K +$57.6K +627 +120%
HBT
493
Hills Bank & Trust
Iowa
$110K +$106K +1,152 New
William Blair & Company
494
William Blair & Company
Illinois
$101K -$370K -4,031 -79%
PCG
495
Private Capital Group
Connecticut
$99K -$599K -6,527 -86%
BFEC
496
Benjamin F. Edwards & Company
Missouri
$96K
WR
497
Watson Rebecca
$92K +$88.3K +962 New
CB
498
CNB Bank
Pennsylvania
$90K +$8.63K +94 +11%
ICM
499
Islay Capital Management
Texas
$83K
JGIA
500
Jackson Grant Investment Advisers
Connecticut
$82K -$3.03K -33 -4%