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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
526
Cresset Asset Management
Illinois
$377K +$174K +1,263 +79%
ICG
527
InterOcean Capital Group
Tennessee
$375K
OPWM
528
Oxinas Partners Wealth Management
Indiana
$373K +$24.2K +176 +7%
OWA
529
Octavia Wealth Advisors
Ohio
$371K -$36K -262 -9%
IWP
530
Icon Wealth Partners
Texas
$370K
PCM
531
Parsons Capital Management
Rhode Island
$364K -$11.7K -85 -3%
MW
532
Marcum Wealth
Ohio
$363K
GLA
533
Good Life Advisors
Pennsylvania
$361K +$144K +1,047 +62%
Neuberger Berman Group
534
Neuberger Berman Group
New York
$359K -$963 -7 -0.3%
EWA
535
EP Wealth Advisors
California
$359K +$106K +768 +39%
SIM
536
Stratos Investment Management
Ohio
$355K +$371K +2,698 New
IFG
537
Investors Financial Group
Minnesota
$354K -$3.02K -22 -0.8%
BWM
538
BerganKDV Wealth Management
Minnesota
$353K
HW
539
Hancock Whitney
Mississippi
$351K
DT
540
Daniels + Tansey
Delaware
$345K
EL
541
EQ LLC
Washington
$343K -$18.8K -137 -5%
BFA
542
Beaumont Financial Advisors
Massachusetts
$342K +$19.4K +141 +6%
CIR
543
Clear Investment Research
Georgia
$336K -$8.11K -59 -2%
SFP
544
Sterling Financial Planning
New Jersey
$336K +$333K +2,421 +1,862%
WGCA
545
Wolf Group Capital Advisors
Virginia
$335K
UA
546
Unison Advisors
District of Columbia
$331K +$72.1K +524 +26%
LG
547
Leuthold Group
Minnesota
$331K +$120K +876 +54%
EWM
548
EPG Wealth Management
Georgia
$329K +$17.5K +127 +5%
Principal Financial Group
549
Principal Financial Group
Iowa
$324K -$13.3K -97 -4%
HTHT
550
Hemenway Trust Hemenway Trust
New Hampshire
$323K