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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMI
526
Clare Market Investments
Texas
$506K +$553K +4,530 New
BTW
527
Boston Trust Walden
Massachusetts
$506K
RF
528
RHS Financial
California
$501K +$547K +4,486 New
LJAC
529
L.J. Altfest & Co
New York
$498K +$1.83K +15 +0.3%
HWM
530
HB Wealth Management
Georgia
$494K -$373K -3,059 -41%
CSWM
531
Cassady Schiller Wealth Management
Ohio
$492K -$130K -1,063 -19%
WWM
532
Wolff Wiese Magana
California
$488K
OC
533
Oppenheimer & Co
New York
$486K -$36.6K -300 -6%
MWM
534
Mission Wealth Management
California
$481K +$7.08K +58 +1%
Citigroup
535
Citigroup
New York
$480K -$81.4K -667 -13%
UFA
536
US Financial Advisors
Massachusetts
$479K -$131K -1,073 -20%
SS
537
Simplicity Solutions
Minnesota
$478K +$27.3K +224 +6%
PGFC
538
Peapack-Gladstone Financial Corp
New Jersey
$476K -$24.4K -200 -4%
LWM
539
Laidlaw Wealth Management
New York
$474K -$1.34K -11 -0.3%
SWP
540
ShoreHaven Wealth Partners
New Jersey
$471K +$515K +4,219 New
SWA
541
Stratos Wealth Advisors
Ohio
$469K -$4.76M -38,977 -90%
D
542
Diversified
Delaware
$469K -$422K -3,457 -45%
WA
543
Waddell & Associates
Tennessee
$464K -$119K -973 -19%
BS
544
Boenning & Scattergood
Pennsylvania
$463K -$37K -303 -7%
SAM
545
Secure Asset Management
Michigan
$460K +$244 +2 +0%
HS
546
Horan Securities
United States
$460K +$40.4K +331 +9%
LSPW
547
Lake Street Private Wealth
Illinois
$456K +$101K +828 +25%
TA
548
TruWealth Advisors
Louisiana
$451K +$492K +4,035 New
CWA
549
Centennial Wealth Advisory
Michigan
$450K -$233K -1,912 -32%
SFP
550
Sterling Financial Planning
New Jersey
$449K -$36.7K -301 -7%