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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
601
Jacobi Capital Management
Pennsylvania
$293K -$4.56K -39 -1%
MYIA
602
Mount Yale Investment Advisors
Colorado
$289K +$50.3K +430 +18%
Barclays
603
Barclays
United Kingdom
$281K
BWM
604
BerganKDV Wealth Management
Minnesota
$279K
TA
605
TrueWealth Advisors
Alabama
$278K -$6.67K -57 -2%
BP
606
BBR Partners
New York
$275K +$32.8K +280 +12%
BJL
607
Brighton Jones LLC
Washington
$273K -$126K -1,078 -29%
CFO
608
Collective Family Office
Pennsylvania
$269K -$355K -3,031 -54%
IFG
609
Independent Financial Group
California
$267K -$59.7K -510 -17%
SWM
610
SeaCrest Wealth Management
New York
$265K -$574K -4,904 -66%
BFA
611
Beaumont Financial Advisors
Massachusetts
$265K
WP
612
WealthShield Partners
North Carolina
$260K -$795K -6,799 -73%
WIM
613
WealthPlan Investment Management
Nebraska
$259K +$258K +2,210 New
CWM
614
Cahaba Wealth Management
Georgia
$256K -$51K -436 -15%
W
615
Wealthquest
Ohio
$255K +$2.1K +18 +0.7%
AW
616
Avion Wealth
Texas
$254K
SXL
617
Summit X LLC
Missouri
$254K +$819 +7 +0.3%
APW
618
Acima Private Wealth
Virginia
$251K
OCM
619
Orion Capital Management
California
$250K -$12.5K -107 -4%
IWA
620
Icon Wealth Advisors
Texas
$249K +$280K +2,395 New
VA
621
Valmark Advisers
Ohio
$249K +$280K +2,398 New
VWA
622
V Wealth Advisors
Kansas
$248K -$183K -1,565 -40%
AWM
623
Aspire Wealth Management
Massachusetts
$245K -$38.9K -333 -12%
LC
624
Lavaca Capital
Texas
$241K +$271K +2,318 New
WGCA
625
Wolf Group Capital Advisors
Virginia
$240K -$63.2K -540 -19%