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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
576
Principal Financial Group
Iowa
$213K +$202K +1,833 New
UFA
577
US Financial Advisors
Massachusetts
$212K +$201K +1,828 New
NFC
578
Northeast Financial Consultants
Connecticut
$210K +$199K +1,805 New
GSIS
579
Global Strategic Investment Solutions
Arizona
$209K +$198K +1,802 New
FNBT
580
FineMark National Bank & Trust
Florida
$208K +$197K +1,790 New
GLA
581
Good Life Advisors
Pennsylvania
$206K +$197K +1,789 New
JGIA
582
Jackson Grant Investment Advisers
Connecticut
$205K +$99.3K +902 +105%
AAMA
583
Advanced Asset Management Advisors
Ohio
$205K +$194K +1,763 New
VC
584
Veracity Capital
Georgia
$205K +$194K +1,764 New
CFD
585
Creative Financial Designs
Indiana
$204K -$66.9K -608 -26%
FNWM
586
Financial Network Wealth Management
Utah
$203K +$192K +1,746 New
SMFG
587
Sumitomo Mitsui Financial Group
Japan
$199K +$21.8K +198 +13%
PGAM
588
Princeton Global Asset Management
New Jersey
$183K
Bank Julius Baer & Co
589
Bank Julius Baer & Co
Switzerland
$179K +$220 +2 +0.1%
CWM
590
Consultiva Wealth Management
Puerto Rico
$169K +$161K +1,458 New
PFO
591
Pathstone Family Office
New Jersey
$167K +$661 +6 +0.4%
FCM
592
Firestone Capital Management
Florida
$151K
OCM
593
Orion Capital Management
California
$144K +$136K +1,237 New
PCA
594
Providence Capital Advisors
North Carolina
$141K +$133K +1,211 New
BWP
595
Baldwin Wealth Partners
Massachusetts
$138K
IFAM
596
Institutional & Family Asset Management
Colorado
$137K -$13.8K -125 -10%
PWMG
597
Prestige Wealth Management Group
New Jersey
$134K -$374K -3,400 -75%
HBT
598
Hills Bank & Trust
Iowa
$134K
EWA
599
EP Wealth Advisors
California
$127K +$120K +1,090 New
FFA
600
Founders Financial Alliance
North Carolina
$124K +$12K +109 +11%