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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
576
Sequoia Financial Advisors
Ohio
$523K +$508K +3,596 New
HS
577
Horan Securities
United States
$517K +$502K +3,552 New
PIA
578
Perennial Investment Advisors
California
$514K -$23.7K -168 -5%
IFG
579
Investors Financial Group
Minnesota
$513K +$118K +836 +31%
FNWM
580
Financial Network Wealth Management
Utah
$499K – – –
C1AG
581
Client 1st Advisory Group
Florida
$495K -$44.8K -317 -9%
G
582
GenTrust
Florida
$495K – – –
GCP
583
GSA Capital Partners
United Kingdom
$492K -$545K -3,854 -53%
SPI
584
Sutton Place Investors
New York
$484K +$470K +3,325 New
AWM
585
Apollon Wealth Management
South Carolina
$475K +$461K +3,260 New
AP
586
Advisor Partners
California
$473K +$34.6K +245 +8%
WIC
587
Whitegate Investment Counselors
New Hampshire
$473K +$459K +3,250 New
CAG
588
Curtis Advisory Group
California
$461K +$122K +860 +37%
NWM
589
NEIRG Wealth Management
Massachusetts
$452K +$439K +3,104 New
HKIMG
590
Hutchens & Kramer Investment Management Group
Indiana
$448K +$473K +3,347 New
NEPPG
591
New England Professional Planning Group
Rhode Island
$446K -$31.1K -220 -6%
Betterment LLC
592
Betterment LLC
New York
$444K -$211K -1,494 -33%
FPCP
593
Fort Point Capital Partners
California
$439K +$426K +3,016 New
ARC
594
Advisor Resource Council
Texas
$438K -$65K -460 -13%
SCFS
595
S.C. Financial Services
Arizona
$438K +$445K +3,147 New
Neuberger Berman Group
596
Neuberger Berman Group
New York
$434K +$36K +255 +9%
BWM
597
BerganKDV Wealth Management
Minnesota
$432K +$40.8K +289 +11%
LSPW
598
Lake Street Private Wealth
Illinois
$432K +$93.1K +659 +29%
PCMC
599
Private Capital Management (Colorado)
Colorado
$432K +$114K +807 +37%
MWM
600
Minot Wealth Management
Massachusetts
$427K +$8.05K +57 +2%