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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
601
Larson Financial Group
Missouri
$124K +$111K +1,005 +1,648%
MPWT
602
MassMutual Private Wealth & Trust
Connecticut
$122K +$44.6K +405 +62%
MPCG
603
Matrix Private Capital Group
New York
$121K +$115K +1,043 New
PFA
604
Professional Financial Advisors
Nebraska
$117K +$10.7K +97 +11%
TFGT
605
TS Financial Group (TSFG)
Illinois
$112K -$42.5K -386 -29%
Kayne Anderson Rudnick Investment Management
606
Kayne Anderson Rudnick Investment Management
California
$111K +$32.4K +294 +44%
VCM
607
Vigilant Capital Management
Maine
$109K +$103K +938 New
RG
608
Retirement Group
California
$102K -$63.2K -574 -39%
ICM
609
Islay Capital Management
Texas
$101K
CB
610
CNB Bank
Pennsylvania
$98K -$10.3K -94 -10%
OSAM
611
O'Shaughnessy Asset Management
Connecticut
$96K +$91.2K +828 New
SSB
612
Sandy Spring Bank
Maryland
$88K
AFS
613
Annapolis Financial Services
Maryland
$87K +$82.7K +751 New
LWCFA
614
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84K +$79.3K +720 New
LWP
615
Laurel Wealth Planning
Minnesota
$80K +$75.4K +685 New
AWA
616
Arkadios Wealth Advisors
Georgia
$80K +$76K +690 +17,250%
SSC
617
Syverson Strege & Co
Iowa
$78K +$74.3K +675 New
PFPT
618
Pinnacle Financial Partners (Tennessee)
Tennessee
$76K
BHWM
619
Bay Harbor Wealth Management
Maryland
$76K +$71.6K +650 New
CHA
620
Carmichael Hill & Associates
Maryland
$72K -$1.43K -13 -2%
Jones Financial Companies
621
Jones Financial Companies
Missouri
$70K +$66.3K +602 New
FPFS
622
First Personal Financial Services
North Carolina
$67K
HNB
623
Huntington National Bank
Ohio
$67K
ZB
624
Zions Bancorporation
Utah
$67K
SNT
625
Security National Trust
West Virginia
$67K +$10.7K +97 +20%