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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
626
Paulson Wealth Management
Illinois
$542K
LSPW
627
Lake Street Private Wealth
Illinois
$535K +$29.3K +244 +6%
LSA
628
Lansing Street Advisors
Pennsylvania
$535K +$1.56K +13 +0.3%
RFC
629
Regions Financial Corp
Alabama
$535K +$283K +2,355 +120%
SPW
630
Sonoma Private Wealth
California
$533K +$73.5K +612 +17%
CCA
631
Clearwater Capital Advisors
Illinois
$531K -$186K -1,546 -27%
CWC
632
Carolinas Wealth Consulting
North Carolina
$522K +$1.56K +13 +0.3%
WSWA
633
Warren Street Wealth Advisors
California
$520K -$20.9K -174 -4%
AIM
634
Anchor Investment Management
South Carolina
$517K +$7.2K +60 +1%
WLIM
635
White Lighthouse Investment Management
Massachusetts
$506K -$56.8K -473 -10%
WFC
636
Western Financial Corp
California
$504K +$488K +4,065 New
UFA
637
US Financial Advisors
Massachusetts
$503K
SPWM
638
Schrum Private Wealth Management
Florida
$503K +$36K +300 +8%
GIM
639
Goelzer Investment Management
Indiana
$499K
3LCM
640
3D/L Capital Management
Connecticut
$491K +$475K +3,955 New
LFG
641
Larson Financial Group
Missouri
$490K -$36.7K -306 -7%
IRC
642
Investors Research Corp
Georgia
$485K +$15.8K +132 +3%
IFG
643
Independent Financial Group
California
$483K +$174K +1,449 +59%
CSWM
644
Cassady Schiller Wealth Management
Ohio
$483K +$26.5K +221 +6%
Fisher Asset Management
645
Fisher Asset Management
Washington
$480K +$464K +3,865 New
BTW
646
Boston Trust Walden
Massachusetts
$476K -$82.5K -687 -15%
NCM
647
NCM Capital Management
New Jersey
$476K -$168K -1,401 -27%
AWM
648
Alterna Wealth Management
Texas
$474K +$458K +3,817 New
VA
649
Valmark Advisers
Ohio
$471K +$163K +1,357 +56%
YWS
650
Yarger Wealth Strategies
Ohio
$470K +$7.8K +65 +2%