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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
476
Ethos Financial Group
Pennsylvania
$5.34M -$48.3K -280 -1%
SageView Advisory Group
477
SageView Advisory Group
California
$5.24M -$207K -1,197 -4%
IAA
478
Ironsides Asset Advisors
North Carolina
$5.23M -$4.11M -23,789 -45%
BRWA
479
B. Riley Wealth Advisors
Florida
$5.21M -$15.1M -87,262 -75%
TSWM
480
Tyler-Stone Wealth Management
Ohio
$5.17M +$362K +2,096 +8%
VPP
481
Vertex Planning Partners
Illinois
$5.17M +$623K +3,607 +15%
BCG
482
Breakwater Capital Group
New Jersey
$5.13M +$421K +2,441 +10%
CC
483
Copperleaf Capital
North Carolina
$5.13M +$138K +798 +3%
GM
484
GeoWealth Management
Illinois
$5.1M -$75.9K -440 -2%
FEG
485
Financial Enhancement Group
Indiana
$5.08M -$78.2K -453 -2%
CAAM
486
Cornerstone Advisors Asset Management
Pennsylvania
$5.06M -$168K -973 -3%
RFA
487
Rollins Financial Advisors
New York
$5M -$463K -2,681 -9%
AF
488
Apollon Financial
South Carolina
$4.96M +$285K +1,654 +6%
WF
489
Warner Financial
Maryland
$4.96M -$132K -765 -3%
AMM
490
American Money Management
California
$4.95M +$683K +3,956 +17%
AWM
491
Alterna Wealth Management
Texas
$4.92M +$19.3K +112 +0.4%
William Blair & Company
492
William Blair & Company
Illinois
$4.92M +$723K +4,187 +18%
AC
493
Avestar Capital
New York
$4.88M -$104K -602 -2%
RWA
494
Resolute Wealth Advisor
Ohio
$4.85M +$4.36M +25,266 New
FIM
495
Freedom Investment Management
Connecticut
$4.84M -$223K -1,290 -5%
O3W
496
Omni 360 Wealth
New Jersey
$4.79M +$91.8K +532 +2%
LJAC
497
L.J. Altfest & Co
New York
$4.79M +$3.64M +21,110 +415%
Prospera Financial Services
498
Prospera Financial Services
Texas
$4.75M +$361K +2,092 +9%
HWA
499
HMV Wealth Advisors
Louisiana
$4.72M +$4.46M +25,845 New
TC
500
Tacita Capital
Ontario, Canada
$4.72M +$46.4K +269 +1%