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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
601
CreativeOne Wealth
Kansas
$393K -$746K -5,620 -66%
ACI
602
Alpha Cubed Investments
California
$391K +$386K +2,904 New
IWA
603
IBEX Wealth Advisors
New Jersey
$387K +$3.85K +29 +1%
ICG
604
InterOcean Capital Group
Tennessee
$383K
WGCA
605
Wolf Group Capital Advisors
Virginia
$382K -$635K -4,780 -63%
IWP
606
Icon Wealth Partners
Texas
$378K
PCM
607
Parsons Capital Management
Rhode Island
$376K
PWA
608
Physician Wealth Advisors
Utah
$375K +$88.2K +664 +30%
FS
609
Ferguson Shapiro
Georgia
$373K -$5.05M -38,046 -93%
Citadel Advisors
610
Citadel Advisors
Florida
$373K +$368K +2,774 New
AWM
611
Aspire Wealth Management
Massachusetts
$361K -$1.07M -8,044 -75%
BWM
612
BerganKDV Wealth Management
Minnesota
$361K -$38.4K -289 -10%
FPCP
613
Fort Point Capital Partners
California
$357K -$48.2K -363 -12%
CWM
614
Cahaba Wealth Management
Georgia
$357K +$98.7K +743 +35%
MFG
615
Magnus Financial Group
New York
$357K +$134K +1,012 +62%
W
616
Wealthquest
Ohio
$354K
SSC
617
Syverson Strege & Co
Iowa
$353K +$36.6K +276 +12%
SIA
618
Soltis Investment Advisors
Utah
$353K +$90.4K +681 +35%
FFC
619
Fure Financial Corporation
Minnesota
$352K -$13.1K -99 -4%
EL
620
EQ LLC
Washington
$351K +$266 +2 +0.1%
DIA
621
Dana Investment Advisors
Wisconsin
$351K +$96.7K +728 +39%
BFA
622
Beaumont Financial Advisors
Massachusetts
$344K -$20.8K -157 -6%
FTS
623
Fifth Third Securities
Ohio
$342K -$285K -2,147 -46%
PCMC
624
Private Capital Management (Colorado)
Colorado
$339K -$59.6K -449 -15%
EI
625
Ethic Inc
New York
$338K +$334K +2,513 New