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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WC
601
Whitney & Co
New York
$425K -$35.6K -252 -8%
EWA
602
EP Wealth Advisors
California
$425K +$27.7K +196 +7%
APA
603
Astoria Portfolio Advisors
New York
$424K +$412K +2,914 New
OPWM
604
Oxinas Partners Wealth Management
Indiana
$422K +$9.61K +68 +2%
CWC
605
Carolinas Wealth Consulting
North Carolina
$420K +$251K +1,779 +161%
KWM
606
Keebeck Wealth Management
Illinois
$419K +$125K +884 +44%
ICG
607
InterOcean Capital Group
Tennessee
$414K – – –
IWA
608
IBEX Wealth Advisors
New Jersey
$414K +$60.8K +430 +18%
IWP
609
Icon Wealth Partners
Texas
$409K – – –
APW
610
Austin Private Wealth
Texas
$407K -$404K -2,862 -51%
PCM
611
Parsons Capital Management
Rhode Island
$406K +$4.24K +30 +1%
Jones Financial Companies
612
Jones Financial Companies
Missouri
$406K +$394K +2,786 New
TA
613
TrueWealth Advisors
Alabama
$405K -$20.6K -146 -5%
AWA
614
Arete Wealth Advisors
Illinois
$398K +$387K +2,739 New
FFC
615
Fure Financial Corporation
Minnesota
$396K +$48.2K +341 +14%
BFA
616
Beaumont Financial Advisors
Massachusetts
$394K +$16.4K +116 +4%
Barclays
617
Barclays
United Kingdom
$393K -$42K -297 -10%
HWIS
618
Hancock Whitney Investment Services
Louisiana
$389K +$377K +2,670 New
FANJ
619
Financial Architects (New Jersey)
New Jersey
$385K +$120K +850 +47%
PPWM
620
PFG Private Wealth Management
Florida
$384K -$9.56M -67,624 -96%
DT
621
Daniels + Tansey
Delaware
$382K – – –
EL
622
EQ LLC
Washington
$379K +$424 +3 +0.1%
BFEC
623
Benjamin F. Edwards & Company
Missouri
$370K +$192K +1,360 +115%
OWA
624
Octavia Wealth Advisors
Ohio
$362K -$44.8K -317 -11%
CIR
625
Clear Investment Research
Georgia
$362K -$9.19K -65 -3%