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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
476
Worth Financial Advisory Group
North Carolina
$4.85M -$25.1K -145 -0.5%
HPM
477
Hoxton Planning & Management
West Virginia
$4.83M +$94.9K +547 +2%
TAM
478
Titleist Asset Management
Texas
$4.74M +$792K +4,564 +21%
BIM
479
Bridges Investment Management
Nebraska
$4.74M -$158K -913 -3%
DWA
480
Delta Wealth Advisors
Indiana
$4.71M -$334K -1,926 -7%
TPWA
481
Twin Peaks Wealth Advisors
California
$4.63M +$810K +4,672 +22%
AWAU
482
Alliance Wealth Advisors (Utah)
Utah
$4.63M +$545K +3,145 +14%
MWM
483
Maripau Wealth Management
Indiana
$4.58M -$311K -1,791 -7%
OCM
484
One Capital Management
California
$4.56M -$214K -1,234 -5%
AC
485
Annandale Capital
Texas
$4.55M -$192K -1,108 -4%
PIA
486
Panoramic Investment Advisors
Colorado
$4.5M +$4.36M +25,124 New
O3W
487
Omni 360 Wealth
New Jersey
$4.5M +$68.5K +395 +2%
MLA
488
My Legacy Advisors
Oregon
$4.44M -$2.51M -14,471 -37%
Bank of Montreal
489
Bank of Montreal
Ontario, Canada
$4.43M +$731K +4,215 +20%
CA
490
Capital Advantage
California
$4.41M +$1.49M +8,576 +54%
CGA
491
Crescent Grove Advisors
Illinois
$4.4M -$100K -578 -2%
ECA
492
Elevated Capital Advisors
Utah
$4.38M -$5.78M -33,329 -58%
SIM
493
SSI Investment Management
California
$4.38M +$3.47K +20 +0.1%
FCM
494
Fortis Capital Management
Washington
$4.38M +$12.7K +73 +0.3%
FSA
495
Financial Services Advisory
Maryland
$4.37M -$59.3K -342 -1%
TWA
496
TCI Wealth Advisors
Arizona
$4.32M -$178K -1,025 -4%
Focus Partners Wealth
497
Focus Partners Wealth
Massachusetts
$4.32M +$1.61M +9,266 +54%
AP
498
Adero Partners
California
$4.31M -$159K -916 -4%
BCG
499
Breakwater Capital Group
New Jersey
$4.27M -$139K -799 -3%
WF
500
Warner Financial
Maryland
$4.27M +$149K +857 +4%