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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PD
576
Planning Directions
Pennsylvania
– -$7.68M -94,750 Closed
SHIM
577
Stone House Investment Management
Pennsylvania
– -$6.56M -80,989 Closed
CS
578
Comerica Securities
Michigan
– -$6.38M -78,769 Closed
LFPWM
579
Leicht Financial Planning & Wealth Management
New Jersey
– -$4.29M -52,719 Closed
HPC
580
Hobart Private Capital
North Carolina
– -$3.71M -45,800 Closed
HH
581
Hilltop Holdings
Texas
– -$3.59M -44,304 Closed
RHP
582
Royal Harbor Partners
Texas
– -$3.44M -42,395 Closed
VC
583
Vicus Capital
Pennsylvania
– -$3.42M -42,137 Closed
HGWM
584
Horst & Graben Wealth Management
Oregon
– -$3.38M -41,671 Closed
I
585
INVST
Indiana
– -$2.71M -34,868 Closed
MHS
586
M Holdings Securities
Oregon
– -$2.59M -31,909 Closed
TF
587
Trek Financial
Arizona
– -$2.26M -27,913 Closed
MIAN
588
Mariner Independent Advisor Network
Kansas
– -$2.19M -27,704 Closed
GIA
589
Gladstone Institutional Advisory
Florida
– -$1.68M -20,698 Closed
TPWA
590
TRUE Private Wealth Advisors
Oregon
– -$1.55M -19,103 Closed
ACP
591
Aveo Capital Partners
Colorado
– -$1.47M -18,182 Closed
APW
592
Austin Private Wealth
Texas
– -$1.4M -17,307 Closed
AIA
593
Avalon Investment & Advisory
Texas
– -$1.3M -16,007 Closed
STA
594
Summit Trail Advisors
New York
– -$1.27M -15,669 Closed
HIM
595
Hanlon Investment Management
New Jersey
– -$1.21M -14,934 Closed
DC
596
Derby & Company
Massachusetts
– -$1.06M -13,113 Closed
MYIA
597
Mount Yale Investment Advisors
Colorado
– -$1.01M -12,475 Closed
PWA
598
Physician Wealth Advisors
Utah
– -$1.01M -11,625 Closed
HFA
599
High Falls Advisors
New York
– -$805K -9,936 Closed
SRIM
600
Saratoga Research & Investment Management
California
– -$783K -9,666 Closed