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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
626
Capital Wealth Planning
Florida
-$219K -2,700 Closed
SWM
627
SigFig Wealth Management
California
-$204K -2,513 Closed
AWA
628
Arete Wealth Advisors
Illinois
-$200K -2,471 Closed
SMFS
629
Squar Milner Financial Services
California
-$160K -1,977 Closed
EP
630
Eudaimonia Partners
Tennessee
-$126K -1,555 Closed
LWM
631
Lenox Wealth Management
Ohio
-$101K -1,250 Closed
ST
632
Smithfield Trust
Pennsylvania
-$78K -964 Closed
WTC
633
WhitTier Trust Company
Nevada
-$49K -607 Closed
LSA
634
Lion Street Advisors
Texas
-$49K -606 Closed
WT
635
Washington Trust
Rhode Island
-$48K -593 Closed
Bessemer Group
636
Bessemer Group
New Jersey
-$34K -420 Closed
IRAG
637
Investment Research & Advisory Group
Georgia
-$32K -400 Closed
MAM
638
Meeder Asset Management
Ohio
-$26K -322 Closed
MCM
639
McMillion Capital Management
North Carolina
-$21K -260 Closed
AWA
640
Arkadios Wealth Advisors
Georgia
-$9.56K -118 Closed
KFI
641
Key Financial Inc
Pennsylvania
-$10K -118 Closed
TF
642
Tompkins Financial
New York
-$8K -99 Closed
BWM
643
Baystate Wealth Management
Massachusetts
-$8K -95 Closed
CCM
644
Cox Capital Management
Massachusetts
-$9K -94 Closed
AA
645
Advisory Alpha
Michigan
-$7.05K -81 Closed
HWA
646
HHM Wealth Advisors
Tennessee
-$6K -76 Closed
WAP
647
Wealthcare Advisory Partners
Pennsylvania
-$6K -68 Closed
HF
648
Halpern Financial
Virginia
-$4.29K -53 Closed
FANJ
649
Financial Architects (New Jersey)
New Jersey
-$1K -10 Closed