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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAG
551
Mayfair Advisory Group
Alabama
$3.06M +$61.9K +377 +2%
TFO
552
Tarbox Family Office
California
$3.05M -$102K -623 -3%
CAM
553
Concorde Asset Management
Michigan
$2.97M -$86.4K -526 -3%
PCMC
554
Private Capital Management (Colorado)
Colorado
$2.95M +$29.9K +182 +1%
Focus Partners Wealth
555
Focus Partners Wealth
Massachusetts
$2.93M +$2.1M +12,760 +290%
BA
556
Bristlecone Advisors
Washington
$2.91M +$10.3K +63 +0.4%
William Blair & Company
557
William Blair & Company
Illinois
$2.9M +$540K +3,287 +24%
ERWM
558
Elk River Wealth Management
Colorado
$2.87M -$66.2K -403 -2%
CFG
559
Carr Financial Group
Massachusetts
$2.87M -$25.1K -153 -0.9%
RW
560
Regimen Wealth
Georgia
$2.83M -$186K -1,131 -6%
Natixis Advisors
561
Natixis Advisors
Massachusetts
$2.8M +$2.69M +16,412 New
BIG
562
Bush Investment Group
Georgia
$2.8M +$65.7K +400 +3%
OAS
563
Optivise Advisory Services
Tennessee
$2.8M +$2.69M +16,390 New
VWM
564
Venturi Wealth Management
Texas
$2.79M -$166K -1,008 -6%
RFP
565
RCS Financial Planning
Maryland
$2.79M +$367K +2,237 +16%
CA
566
Capital Advantage
California
$2.77M +$902K +5,496 +52%
FDP
567
Financiere des Professionnels
Quebec, Canada
$2.76M +$1M +6,100 +61%
MWM
568
Mosley Wealth Management
California
$2.75M +$46.5K +283 +2%
MIM
569
Macroview Investment Management
Maryland
$2.74M +$135K +822 +5%
BWM
570
BlackDiamond Wealth Management
New York
$2.73M +$62.1K +378 +2%
DL
571
DOHJ LLC
Washington
$2.73M +$1.06M +6,449 +68%
TL
572
Tradewinds LLC
North Carolina
$2.71M +$2.61M +15,879 New
FLPIM
573
F.L. Putnam Investment Management
Massachusetts
$2.67M +$52.7K +321 +2%
CFD
574
Creative Financial Designs
Indiana
$2.65M +$603K +3,670 +31%
MSWMA
575
Market Street Wealth Management Advisors
Indiana
$2.64M -$29.9K -182 -1%