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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
551
SpiderRock Advisors
Delaware
$2.46M +$2.37M +15,158 New
CWA
552
Clearview Wealth Advisors
Oregon
$2.46M +$901K +5,767 +63%
TA
553
TruWealth Advisors
Louisiana
$2.44M +$33.3K +213 +1%
MGWM
554
Marks Group Wealth Management
Minnesota
$2.42M
Vontobel Holding
555
Vontobel Holding
Switzerland
$2.38M +$410K +2,625 +22%
CC
556
Copperleaf Capital
North Carolina
$2.37M -$1.08M -6,920 -32%
WP
557
WealthPLAN Partners
Nebraska
$2.36M -$138K -885 -6%
GWM
558
Geneos Wealth Management
Colorado
$2.35M +$11.4K +73 +0.5%
IGWM
559
ICA Group Wealth Management
Colorado
$2.34M -$109K -696 -5%
AWA
560
Amplius Wealth Advisors
Pennsylvania
$2.34M -$282K -1,802 -11%
FA
561
Flagstar Advisors
New York
$2.33M -$34.2K -219 -2%
RFP
562
RCS Financial Planning
Maryland
$2.32M -$1.12M -7,141 -34%
TSWM
563
Tyler-Stone Wealth Management
Ohio
$2.3M -$141K -901 -6%
CRI
564
Commonwealth Retirement Investments
Virginia
$2.29M -$104K -666 -5%
William Blair & Company
565
William Blair & Company
Illinois
$2.25M +$295K +1,889 +16%
AA
566
Ancora Advisors
Ohio
$2.24M +$124K +793 +6%
TPWA
567
TRUE Private Wealth Advisors
Oregon
$2.21M -$312K -1,999 -13%
SMG
568
Smart Money Group
Texas
$2.19M +$781 +5 +0%
NCM
569
Northwest Capital Management
Oregon
$2.18M +$12.5K +80 +0.6%
CWP
570
Cyndeo Wealth Partners
Florida
$2.16M +$151K +965 +8%
BTWM
571
Baker Tilly Wealth Management
Wisconsin
$2.16M +$1.61M +10,324 +369%
TC
572
Trust Company
Kansas
$2.15M -$60.8K -389 -3%
CWP
573
CFM Wealth Partners
Texas
$2.14M -$205K -1,314 -9%
SFP
574
Shepherd Financial Partners
Massachusetts
$2.13M +$277K +1,775 +16%
RCM
575
RMR Capital Management
California
$2.13M -$300K -1,923 -13%