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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
501
Highview Capital Management
Illinois
$583K +$61K +500 +11%
4WM
502
4J Wealth Management
Virginia
$582K -$34.5K -283 -5%
WSWA
503
Warren Street Wealth Advisors
California
$580K -$19.9K -163 -3%
WLIM
504
White Lighthouse Investment Management
Massachusetts
$576K -$97.6K -800 -13%
IAG
505
Investment Advisory Group
Massachusetts
$573K -$60.3K -494 -9%
RC
506
RegentAtlantic Capital
New Jersey
$570K -$1.46K -12 -0.2%
MMM
507
Mendel Money Management
Illinois
$565K -$59.3K -486 -9%
First Manhattan
508
First Manhattan
New York
$558K -$854 -7 -0.1%
SIC
509
Sterling Investment Counsel
New York
$554K
ATPW
510
Ashton Thomas Private Wealth
Arizona
$553K -$15.1K -124 -2%
OFG
511
Oxford Financial Group
Indiana
$551K -$138K -1,132 -19%
PPW
512
Pasadena Private Wealth
California
$550K +$54.5K +447 +10%
GIM
513
Goelzer Investment Management
Indiana
$547K +$597K +4,893 New
AllianceBernstein
514
AllianceBernstein
Tennessee
$546K -$341K -2,797 -36%
RIM
515
Regent Investment Management
Kentucky
$541K +$9.15K +75 +2%
AFS
516
Annapolis Financial Services
Maryland
$529K +$576K +4,718 +24,832%
EFS
517
Essex Financial Services
Connecticut
$528K -$1.34K -11 -0.2%
BRWM
518
B. Riley Wealth Management
Tennessee
$527K -$135K -1,109 -19%
DZ Bank
519
DZ Bank
Germany
$520K
PPP
520
Private Portfolio Partners
New Jersey
$520K +$15.7K +129 +3%
PCIA
521
Prime Capital Investment Advisors
Kansas
$519K +$83K +680 +17%
JSL
522
JT Stratford LLC
Georgia
$518K -$90.9K -745 -14%
PWM
523
Paulson Wealth Management
Illinois
$514K
MW
524
Marcum Wealth
Ohio
$511K +$27.9K +229 +5%
MPW
525
Melone Private Wealth
Michigan
$507K -$200K -1,641 -27%