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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
576
Whitegate Investment Counselors
New Hampshire
$370K
SFP
577
Sterling Financial Planning
New Jersey
$364K -$15.1K -133 -4%
SWP
578
Strategic Wealth Partners
Ohio
$364K -$107K -946 -23%
NIC
579
Northwest Investment Counselors
Oregon
$363K -$54.2K -478 -13%
AWM
580
Apollon Wealth Management
South Carolina
$362K +$3.06K +27 +0.9%
KWM
581
Kingsview Wealth Management
Oregon
$362K -$413K -3,645 -53%
SCFS
582
S.C. Financial Services
Arizona
$360K
MPW
583
MGO Private Wealth
California
$359K +$681 +6 +0.2%
VCA
584
Verdence Capital Advisors
Maryland
$351K +$350K +3,084 New
BCA
585
Bay Colony Advisors
Massachusetts
$350K +$14.6K +129 +4%
CB
586
Commerce Bank
Missouri
$349K +$347K +3,061 New
Koshinski Asset Management
587
Koshinski Asset Management
Illinois
$348K -$6.35K -56 -2%
GG
588
Greenwood Gearhart
Arkansas
$345K +$14.3K +126 +4%
CA
589
CoreCap Advisors
Michigan
$343K -$6.04M -53,275 -95%
API
590
Advisor Partners II
California
$342K
PTC
591
Philadelphia Trust Company
Pennsylvania
$342K
DA
592
DCM Advisors
New York
$342K
PFO
593
Pathstone Family Office
New Jersey
$342K -$5.33K -47 -2%
PIA
594
Perennial Investment Advisors
California
$336K
C1AG
595
Client 1st Advisory Group
Florida
$335K
WWM
596
WJ Wealth Management
Arizona
$334K
AWMNH
597
Arcadia Wealth Management (New Hampshire)
New Hampshire
$333K +$331K +2,922 New
TCA
598
Transcend Capital Advisors
New Jersey
$329K -$1.2M -10,552 -79%
ICG
599
InterOcean Capital Group
Tennessee
$324K
GA
600
Goldstein Advisors
Wisconsin
$324K +$323K +2,847 New