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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WGCA
626
Wolf Group Capital Advisors
Virginia
$240K -$63.2K -540 -19%
FPCP
627
Fort Point Capital Partners
California
$240K – – –
FNT
628
First National Trust
Pennsylvania
$240K +$270K +2,312 New
CA
629
Clearstead Advisors
Ohio
$235K +$166K +1,416 +168%
ACK
630
Andrew C. Karlinski
$234K – – –
FIM
631
Freedom Investment Management
Connecticut
$234K -$4.56K -39 -2%
CWA
632
Clearview Wealth Advisors
Oregon
$233K +$1.29K +11 +0.5%
GP
633
Girard Partners
Pennsylvania
$233K +$262K +2,244 New
Betterment LLC
634
Betterment LLC
New York
$232K – – –
SSC
635
Syverson Strege & Co
Iowa
$232K +$468 +4 +0.2%
DF
636
Donoghue Forlines
Massachusetts
$232K +$11.9K +102 +5%
ADL
637
Asset Dedication LLC
California
$229K – – –
FLPIM
638
F.L. Putnam Investment Management
Massachusetts
$228K – – –
MIM
639
Marco Investment Management
Georgia
$228K – – –
CAM
640
Crestone Asset Management
Colorado
$227K – – –
DTC
641
Davidson Trust Company
Washington
$225K +$3.74K +32 +2%
LA
642
LexAurum Advisors
Kansas
$224K – – –
GW
643
GW & Wade
Massachusetts
$224K +$24.6K +210 +11%
IBOK
644
Independence Bank of Kentucky
Kentucky
$223K +$41.5K +355 +20%
OPWM
645
Oxinas Partners Wealth Management
Indiana
$221K -$8.42K -72 -3%
WMS
646
Wealth Management Solutions
Pennsylvania
$220K +$117 +1 +0%
OWA
647
Octavia Wealth Advisors
Ohio
$219K – – –
CIR
648
Clear Investment Research
Georgia
$219K +$3.63K +31 +1%
CBFP
649
Cedar Brook Financial Partners
Ohio
$219K -$44.8K -383 -15%
GPA
650
Guerra Pan Advisors
New Jersey
$217K – – –