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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HTHT
526
Hemenway Trust Hemenway Trust
New Hampshire
$291K -$20.9K -190 -7%
KWM
527
Keebeck Wealth Management
Illinois
$289K +$274K +2,489 New
CRI
528
Colonial River Investments
Virginia
$288K +$268K +2,430 New
FPGK
529
Financial Partners Group (Kansas)
Kansas
$285K -$2.86K -26 -1%
BFA
530
Beaumont Financial Advisors
Massachusetts
$285K +$270K +2,452 New
RFC
531
Regions Financial Corp
Alabama
$282K -$79.9K -726 -23%
PPA
532
Parametric Portfolio Associates
Washington
$281K +$1.76K +16 +0.7%
LWM
533
Liberty Wealth Management
California
$279K +$253K +2,298 +1,641%
Northern Trust
534
Northern Trust
Illinois
$278K -$21.4K -194 -7%
FFC
535
Fure Financial Corporation
Minnesota
$276K +$23K +209 +10%
UBV
536
United Bank (Virginia)
Virginia
$275K -$335K -3,047 -56%
JFS
537
JD Financial Services
Pennsylvania
$273K +$259K +2,350 New
TLFA
538
True Link Financial Advisors
California
$271K +$257K +2,335 New
TI
539
tru Independence
Oregon
$267K -$2.03M -18,413 -89%
DTC
540
Davidson Trust Company
Washington
$267K -$18.6K -169 -7%
VFA
541
Valeo Financial Advisors
Indiana
$267K +$40.4K +367 +19%
APW
542
Austin Private Wealth
Texas
$267K +$253K +2,296 New
BA
543
Bellwether Advisors
Nebraska
$264K +$251K +2,276 New
S
544
SignatureFD
Georgia
$261K +$172K +1,560 +228%
LG
545
Leuthold Group
Minnesota
$260K
HFA
546
High Falls Advisors
New York
$260K +$246K +2,233 New
GA
547
Geller Advisors
New York
$258K
LA
548
LexAurum Advisors
Kansas
$256K -$70.1K -637 -22%
SS
549
Sunbelt Securities
Texas
$249K -$6.5K -59 -3%
WT
550
Washington Trust
Rhode Island
$248K +$235K +2,130 New