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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
476
NWAM LLC
Washington
$832K +$252K +1,898 +44%
VWA
477
Visionary Wealth Advisors
Illinois
$828K -$11.8K -89 -1%
CCA
478
Clearwater Capital Advisors
Illinois
$822K – – –
WMR
479
Wealth Management Resources
Rhode Island
$821K -$147K -1,110 -15%
OFG
480
Oxford Financial Group
Indiana
$816K +$619K +4,662 +333%
Larson Financial Group
481
Larson Financial Group
Missouri
$814K +$13.4K +101 +2%
WLIM
482
White Lighthouse Investment Management
Massachusetts
$802K -$257K -1,935 -25%
CWA
483
Centennial Wealth Advisory
Michigan
$800K +$36.6K +276 +5%
TW
484
TrinityPoint Wealth
Connecticut
$785K +$236K +1,776 +44%
BRWM
485
B. Riley Wealth Management
Tennessee
$784K -$230K -1,731 -23%
NCM
486
NCM Capital Management
New Jersey
$777K +$766K +5,771 New
MPW
487
Melone Private Wealth
Michigan
$772K -$292K -2,199 -27%
AR
488
Apeiron RIA
Texas
$768K -$36.4K -274 -5%
SHJ
489
Sharkey, Howes & Javer
Colorado
$763K – – –
Summit Trail Advisors
490
Summit Trail Advisors
New York
$761K +$751K +5,655 New
IAG
491
Investment Advisory Group
Massachusetts
$758K -$7.44K -56 -1%
BCM
492
Beck Capital Management
Texas
$753K -$2.66K -20 -0.4%
MMM
493
Mendel Money Management
Illinois
$746K +$78.1K +588 +12%
4WM
494
4J Wealth Management
Virginia
$740K – – –
PAMG
495
Patton Albertson Miller Group
Tennessee
$736K -$730K -5,500 -50%
CAAS
496
Capital Asset Advisory Services
Michigan
$736K -$62.7K -472 -8%
U.S. Capital Wealth Advisors
497
U.S. Capital Wealth Advisors
Texas
$736K -$51.4K -387 -7%
CSWM
498
Cassady Schiller Wealth Management
Ohio
$736K +$98.1K +739 +16%
KP
499
Keel Point
Alabama
$734K -$1.69M -12,725 -70%
Principal Financial Group
500
Principal Financial Group
Iowa
$730K +$720K +5,424 New