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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
601
Clarkston Capital Partners
Michigan
$105K +$102K +865 New
CA
602
Clearstead Advisors
Ohio
$103K -$438K -3,710 -81%
CB
603
CNB Bank
Pennsylvania
$103K
AWM
604
Avior Wealth Management
Nebraska
$103K +$65.1K +551 +182%
SSB
605
Sandy Spring Bank
Maryland
$102K +$9.45K +80 +11%
AFS
606
Annapolis Financial Services
Maryland
$94K +$2.24K +19 +3%
LWP
607
Laurel Wealth Planning
Minnesota
$93K +$9.69K +82 +12%
JCM
608
Jacobi Capital Management
Pennsylvania
$92K +$21.3K +180 +31%
CHA
609
Carmichael Hill & Associates
Maryland
$91K +$14.9K +126 +20%
IFAM
610
Institutional & Family Asset Management
Colorado
$89K -$52.9K -448 -38%
BSG
611
Black Swift Group
Colorado
$89K +$85.9K +727 New
PFPT
612
Pinnacle Financial Partners (Tennessee)
Tennessee
$85K
BCWM
613
Bartlett & Co Wealth Management
Ohio
$83.4K +$62K +525 +328%
BC
614
Bartlett & Co
Ohio
$83K +$62K +525 +328%
CIA
615
Choate Investment Advisors
Massachusetts
$82K +$79.5K +673 New
SMG
616
Spectrum Management Group
Indiana
$80K -$266K -2,249 -77%
SQA
617
Simon Quick Advisors
New Jersey
$79K +$46.7K +395 +152%
FPFS
618
First Personal Financial Services
North Carolina
$70K
AIM
619
Anchor Investment Management
South Carolina
$69.8K
CB
620
Community Bank
New York
$67K +$41.3K +350 +175%
TRCT
621
Tower Research Capital (TRC)
New York
$65K -$1.21M -10,268 -95%
Jones Financial Companies
622
Jones Financial Companies
Missouri
$64K -$9.1K -77 -13%
HNB
623
Huntington National Bank
Ohio
$61K
KPCM
624
Kings Point Capital Management
New York
$61K
RIM
625
Rockbridge Investment Management
New York
$60K