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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
501
AllianceBernstein
Tennessee
$557K – – –
Buckingham Strategic Wealth
502
Buckingham Strategic Wealth
Missouri
$551K -$38.1K -336 -6%
RIM
503
Regent Investment Management
Kentucky
$548K -$3.4K -30 -0.6%
Valeo Financial Advisors
504
Valeo Financial Advisors
Indiana
$541K +$107K +939 +25%
LJAC
505
L.J. Altfest & Co
New York
$541K +$24.5K +216 +5%
Diversified Trust
506
Diversified Trust
Tennessee
$539K -$15.1K -133 -3%
Betterment LLC
507
Betterment LLC
New York
$539K +$301K +2,654 +128%
CT
508
Colonial Trust
South Carolina
$537K -$24.4K -215 -4%
4WM
509
4J Wealth Management
Virginia
$536K -$40.8K -360 -7%
PPP
510
Private Portfolio Partners
New Jersey
$535K -$7.26K -64 -1%
Journey Strategic Wealth
511
Journey Strategic Wealth
New Jersey
$533K -$539K -4,753 -50%
First Manhattan
512
First Manhattan
New York
$529K -$32.2K -284 -6%
SG
513
StoneX Group
New York
$527K -$318K -2,803 -38%
HT
514
HighTower Trust
Texas
$527K – – –
PWA
515
Physician Wealth Advisors
Utah
$522K -$4.88K -43 -1%
WLIM
516
White Lighthouse Investment Management
Massachusetts
$519K -$67.1K -592 -12%
Boston Trust Walden
517
Boston Trust Walden
Massachusetts
$516K – – –
CA
518
Crewe Advisors
Utah
$505K -$55.9K -493 -10%
AR
519
Apeiron RIA
Texas
$500K -$143K -1,259 -22%
ANBT
520
American National Bank & Trust
Texas
$499K – – –
PWM
521
Paulson Wealth Management
Illinois
$497K -$26.9K -237 -5%
WSWA
522
Warren Street Wealth Advisors
California
$497K -$63.6K -561 -11%
LSA
523
Lansing Street Advisors
Pennsylvania
$490K -$80.8K -712 -14%
Larson Financial Group
524
Larson Financial Group
Missouri
$485K -$221K -1,947 -31%
CWC
525
Carolinas Wealth Consulting
North Carolina
$478K -$159K -1,405 -25%