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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
476
SageView Advisory Group
California
$5.24M -$207K -1,197 -4%
IAA
477
Ironsides Asset Advisors
North Carolina
$5.23M -$4.11M -23,789 -45%
BRWA
478
B. Riley Wealth Advisors
Florida
$5.21M +$4.92M +28,482 New
TSWM
479
Tyler-Stone Wealth Management
Ohio
$5.17M +$362K +2,096 +8%
VPP
480
Vertex Planning Partners
Illinois
$5.17M +$623K +3,607 +15%
BCG
481
Breakwater Capital Group
New Jersey
$5.13M +$421K +2,441 +10%
CC
482
Copperleaf Capital
North Carolina
$5.13M +$138K +798 +3%
GM
483
GeoWealth Management
Illinois
$5.1M -$75.9K -440 -2%
FEG
484
Financial Enhancement Group
Indiana
$5.08M -$78.2K -453 -2%
CAAM
485
Cornerstone Advisors Asset Management
Pennsylvania
$5.06M -$168K -973 -3%
RFA
486
Rollins Financial Advisors
New York
$5M -$463K -2,681 -9%
AF
487
Apollon Financial
South Carolina
$4.96M +$285K +1,654 +6%
WF
488
Warner Financial
Maryland
$4.96M -$132K -765 -3%
AMM
489
American Money Management
California
$4.95M +$683K +3,956 +17%
AWM
490
Alterna Wealth Management
Texas
$4.92M +$19.3K +112 +0.4%
William Blair & Company
491
William Blair & Company
Illinois
$4.92M +$723K +4,187 +18%
AC
492
Avestar Capital
New York
$4.88M -$104K -602 -2%
RWA
493
Resolute Wealth Advisor
Ohio
$4.85M +$4.36M +25,266 New
FIM
494
Freedom Investment Management
Connecticut
$4.84M -$223K -1,290 -5%
O3W
495
Omni 360 Wealth
New Jersey
$4.79M +$91.8K +532 +2%
LJAC
496
L.J. Altfest & Co
New York
$4.79M +$3.64M +21,110 +415%
PFS
497
Prospera Financial Services
Texas
$4.75M +$361K +2,092 +9%
HWA
498
HMV Wealth Advisors
Louisiana
$4.72M +$4.46M +25,845 New
TC
499
Tacita Capital
Ontario, Canada
$4.72M +$46.4K +269 +1%
WFAG
500
Worth Financial Advisory Group
North Carolina
$4.67M -$24.3K -141 -0.5%