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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
626
Kavar Capital Partners Group
Kansas
$207K – – –
LW
627
Linscomb Wealth
Texas
$207K – – –
FRA
628
Frank Rimerman Advisors
California
$204K – – –
CAM
629
Cidel Asset Management
Ontario, Canada
$204K -$37.8K -275 -15%
V
630
Veritable
Delaware
$202K +$688 +5 +0.3%
SSC
631
Syverson Strege & Co
Iowa
$202K +$83.1K +604 +65%
Fisher Asset Management
632
Fisher Asset Management
Washington
$202K +$211K +1,531 New
MC
633
Moors & Cabot
Massachusetts
$201K +$209K +1,521 New
ACM
634
AlphaStar Capital Management
North Carolina
$200K +$196K +1,427 New
CWM
635
Consultiva Wealth Management
Puerto Rico
$192K +$200K +1,458 New
LAS
636
Lloyd Advisory Services
Georgia
$186K -$352K -2,560 -64%
OCM
637
Orion Capital Management
California
$177K +$22.6K +164 +14%
FCM
638
Firestone Capital Management
Florida
$173K – – –
PGAM
639
Princeton Global Asset Management
New Jersey
$162K -$9.76K -71 -5%
EWM
640
Evermay Wealth Management
Virginia
$161K – – –
PIM
641
Progressive Investment Management
Oregon
$161K +$168K +1,222 New
Koshinski Asset Management
642
Koshinski Asset Management
Illinois
$157K +$164K +1,192 New
WOSD
643
WFA of San Diego
California
$156K +$163K +1,187 New
BFEC
644
Benjamin F. Edwards & Company
Missouri
$155K – – –
PWMG
645
Prestige Wealth Management Group
New Jersey
$152K – – –
VCM
646
Vigilant Capital Management
Maine
$150K -$55.4K -403 -26%
HNB
647
Huntington National Bank
Ohio
$146K – – –
CWC
648
Carolinas Wealth Consulting
North Carolina
$146K +$68.2K +496 +81%
Bessemer Group
649
Bessemer Group
New Jersey
$143K -$9.49K -69 -6%
IRC
650
Investors Research Corp
Georgia
$139K +$39.3K +286 +37%