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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
576
Meridian Wealth Management
Kentucky
$278K -$16.5K -120 -5%
CIA
577
Capital Investment Advisors
Georgia
$276K +$12.2K +89 +4%
DTC
578
Davidson Trust Company
Washington
$275K -$1.24K -9 -0.4%
WSFS
579
Wilmington Savings Fund Society
Delaware
$272K +$284K +2,063 New
MAFM
580
Mid Atlantic Financial Management
Pennsylvania
$269K -$1.51K -11 -0.5%
JGIA
581
Jackson Grant Investment Advisers
Connecticut
$269K +$825 +6 +0.3%
PBF
582
Petix & Botte Financial
California
$269K +$279K +2,031 New
Chevy Chase Trust
583
Chevy Chase Trust
Maryland
$267K -$107K -776 -28%
KWM
584
Keebeck Wealth Management
Illinois
$263K -$174K -1,262 -39%
PTC
585
Philadelphia Trust Company
Pennsylvania
$263K – – –
HA
586
HYA Advisors
Missouri
$261K +$138 +1 +0.1%
TCOV
587
Trust Company of Vermont
Vermont
$261K +$254K +1,850 +1,370%
IWA
588
Intercontinental Wealth Advisors
Texas
$256K -$78.4K -570 -23%
MKA
589
M. Kulyk & Associates
Georgia
$256K +$268K +1,947 New
SPAS
590
Spectrum Planning & Advisory Services
California
$255K – – –
NAG
591
Northstar Advisory Group
New Jersey
$255K +$266K +1,932 New
CBFP
592
Cedar Brook Financial Partners
Ohio
$252K -$390K -2,836 -60%
SFC
593
SYM Financial Corp
Indiana
$251K +$262K +1,903 New
IAA
594
Independent Advisor Alliance
North Carolina
$250K +$138 +1 +0.1%
BA
595
Bellwether Advisors
Nebraska
$248K -$5.91K -43 -2%
BJL
596
Brighton Jones LLC
Washington
$247K +$45.2K +329 +21%
SIA
597
Soltis Investment Advisors
Utah
$244K +$255K +1,856 New
CA
598
Crumly & Associates
Illinois
$243K +$5.22K +38 +2%
CPIG
599
Chicago Partners Investment Group
Illinois
$238K +$228K +1,656 New
ACS
600
Archford Capital Strategies
Illinois
$237K -$3.16K -23 -1%