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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
476
Trademark Financial Management
Minnesota
$2.92M +$2.74M +19,822 New
VWM
477
Venturi Wealth Management
Texas
$2.88M -$161K -1,160 -6%
MOS
478
MGO One Seven
Ohio
$2.88M -$246K -1,774 -8%
GM
479
GeoWealth Management
Illinois
$2.88M +$1.91M +13,789 +239%
MFA
480
Millington Financial Advisors
Illinois
$2.86M +$41K +296 +2%
QC
481
Quent Capital
New York
$2.83M +$694K +5,014 +35%
TCA
482
Transcend Capital Advisors
New Jersey
$2.8M +$252K +1,821 +11%
CA
483
Clearstead Advisors
Ohio
$2.79M +$6.09K +44 +0.2%
TCM
484
Triumph Capital Management
Colorado
$2.79M +$1.15M +8,299 +78%
Russell Investments Group
485
Russell Investments Group
United Kingdom
$2.77M +$554 +4 +0%
Bank of Montreal
486
Bank of Montreal
Ontario, Canada
$2.75M +$160K +1,158 +7%
CGA
487
Crescent Grove Advisors
Illinois
$2.74M -$192K -1,389 -7%
TFO
488
Tarbox Family Office
California
$2.73M +$13K +94 +0.5%
Renaissance Technologies
489
Renaissance Technologies
New York
$2.72M +$2.56M +18,500 New
GT
490
Greenleaf Trust
Michigan
$2.71M -$692K -5,000 -21%
VPP
491
Vertex Planning Partners
Illinois
$2.7M +$113K +814 +5%
BWM
492
Bulltick Wealth Management
Florida
$2.7M +$200K +1,442 +9%
JEST
493
JTC Employer Solutions Trustee
Jersey
$2.68M
FCFC
494
First Citizens Financial Corp
Iowa
$2.68M +$263K +1,900 +12%
FPW
495
Flagship Private Wealth
Massachusetts
$2.64M +$408K +2,946 +20%
VWWMG
496
Vermillion & White Wealth Management Group
Pennsylvania
$2.64M +$2.27M +16,367 New
CAM
497
Concorde Asset Management
Michigan
$2.63M +$624K +4,504 +32%
SW
498
Signify Wealth
Missouri
$2.6M +$836K +6,041 +52%
PCMC
499
Private Capital Management (Colorado)
Colorado
$2.55M +$219K +1,580 +10%
BWM
500
BlackDiamond Wealth Management
New York
$2.54M -$615K -4,441 -21%