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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIM
526
Karpus Investment Management
New York
$443K -$412K -3,523 -45%
OFG
527
Oxford Financial Group
Indiana
$441K -$80.7K -690 -14%
MWM
528
Mission Wealth Management
California
$432K -$16.7K -143 -3%
LWM
529
Laidlaw Wealth Management
New York
$432K -$9.82K -84 -2%
SWP
530
Strategic Wealth Partners
Ohio
$431K +$485K +4,144 New
RCA
531
Resonant Capital Advisors
Wisconsin
$427K -$16.7M -142,649 -97%
CSWM
532
Cassady Schiller Wealth Management
Ohio
$427K -$33.8K -289 -7%
Citigroup
533
Citigroup
New York
$425K -$23.4K -200 -5%
MG
534
Mather Group
Illinois
$423K +$162K +1,389 +52%
HS
535
Horan Securities
United States
$421K +$1.05K +9 +0.2%
HKIMG
536
Hutchens & Kramer Investment Management Group
Indiana
$420K +$58.2K +498 +14%
BW
537
Bison Wealth
Georgia
$419K +$472K +4,032 New
AIM
538
Anchor Investment Management
South Carolina
$417K +$702 +6 +0.1%
CA
539
Continuum Advisory
Idaho
$415K +$234 +2 +0.1%
EFS
540
Essex Financial Services
Connecticut
$414K -$86.8K -742 -16%
WA
541
Waddell & Associates
Tennessee
$414K -$19.9K -170 -4%
D
542
Diversified
Delaware
$412K -$27.3K -233 -6%
IA
543
IFG Advisory
Georgia
$407K +$27.6K +236 +6%
SRIM
544
Saratoga Research & Investment Management
California
$400K -$2.05M -17,505 -82%
VFA
545
Valeo Financial Advisors
Indiana
$396K +$100K +856 +29%
PP
546
Prudential plc
United Kingdom
$393K +$23.4K +200 +6%
SWM
547
Selective Wealth Management
Virginia
$392K -$18K -154 -4%
MOS
548
MGO One Seven
Ohio
$392K +$237K +2,025 New
MW
549
Marcum Wealth
Ohio
$389K -$98K -838 -18%
TCWM
550
Total Clarity Wealth Management
Illinois
$388K