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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HT
526
HighTower Trust
Texas
$681K +$661K +4,678 New
WFA
527
Wipfli Financial Advisors
Wisconsin
$680K – – –
RegentAtlantic Capital
528
RegentAtlantic Capital
New Jersey
$678K +$73.8K +522 +13%
NF
529
Nikulski Financial
Iowa
$677K +$110K +780 +20%
TC
530
Telemus Capital
Michigan
$677K +$127K +896 +24%
NIC
531
Northwest Investment Counselors
Oregon
$674K -$45.4K -321 -6%
PWM
532
Paulson Wealth Management
Illinois
$670K – – –
AWM
533
Atticus Wealth Management
Florida
$660K +$640K +4,532 New
Boston Trust Walden
534
Boston Trust Walden
Massachusetts
$659K – – –
SFP
535
Sterling Financial Planning
New Jersey
$658K +$278K +1,969 +77%
TA
536
TKG Advisors
Indiana
$656K +$637K +4,509 New
WWM
537
WJ Wealth Management
Arizona
$653K +$50.2K +355 +9%
MW
538
Marcum Wealth
Ohio
$651K +$242K +1,715 +62%
GFPC
539
Global Financial Private Client
Florida
$647K +$628K +4,447 New
William Blair & Company
540
William Blair & Company
Illinois
$646K +$55.1K +390 +10%
WWM
541
Wolff Wiese Magana
California
$634K +$25.6K +181 +4%
HB Wealth Management
542
HB Wealth Management
Georgia
$634K +$615K +4,355 New
Balentine LLC
543
Balentine LLC
Georgia
$627K +$153K +1,083 +34%
Brighton Jones LLC
544
Brighton Jones LLC
Washington
$625K +$342K +2,421 +129%
NL
545
NWAM LLC
Washington
$623K -$3.39K -24 -0.6%
Ferguson Wellman Capital Management
546
Ferguson Wellman Capital Management
Oregon
$622K – – –
WMS
547
Wealth Management Solutions
Pennsylvania
$618K +$600K +4,247 New
Jefferies Group
548
Jefferies Group
New York
$618K +$1.55K +11 +0.3%
CWG
549
Crown Wealth Group
North Carolina
$612K +$594K +4,202 New
Vident Investment Advisory
550
Vident Investment Advisory
Georgia
$610K +$592K +4,192 New