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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEI
626
Benjamin Edwards Inc
Missouri
$2.66M -$868K -4,419 -25%
PCS
627
Private Client Services
Kentucky
$2.65M -$63.9K -325 -2%
CP
628
Clarendon Private
Massachusetts
$2.65M +$403K +2,049 +18%
1L
629
10Elms LLP
Oklahoma
$2.64M -$264K -1,346 -9%
ECM
630
Evergreen Capital Management
Washington
$2.62M
RWS
631
Retirement Wealth Solutions
Wisconsin
$2.61M -$1.34M -6,838 -34%
TL
632
Tradewinds LLC
North Carolina
$2.61M +$25K +127 +1%
CPG
633
Cornerstone Planning Group
New Jersey
$2.6M -$1.55M -7,875 -38%
WA
634
WBH Advisory
Maryland
$2.59M -$106K -537 -4%
EWA
635
Etesian Wealth Advisors
Oregon
$2.58M +$1.42M +7,206 +124%
AWMG
636
ADG Wealth Management Group
Louisiana
$2.57M +$47.5K +242 +2%
CPC
637
Cadia Private Client
New Jersey
$2.56M +$2.53M +12,876 New
PIA
638
Panoramic Investment Advisors
Colorado
$2.55M -$196K -998 -7%
GAM
639
Gotham Asset Management
New York
$2.53M -$145K -736 -5%
UFA
640
Unify Financial Advisors
Florida
$2.52M +$2.5M +12,705 New
BSTWA
641
Blake Schutter Theil Wealth Advisors
Ohio
$2.51M -$54K -275 -2%
AIP
642
Almanack Investment Partners
Pennsylvania
$2.5M -$90.6K -461 -4%
LAS
643
Lloyd Advisory Services
Georgia
$2.48M +$1.16M +5,926 +90%
CPIG
644
Chicago Partners Investment Group
Illinois
$2.47M -$77.8K -396 -3%
AWA
645
Alta Wealth Advisors
Massachusetts
$2.46M +$450K +2,292 +23%
BWM
646
BlackDiamond Wealth Management
New York
$2.46M -$636K -3,235 -21%
RMAM
647
Raab & Moskowitz Asset Management
New Jersey
$2.45M +$456K +2,319 +23%
EIP
648
Ellis Investment Partners
Pennsylvania
$2.45M +$312K +1,588 +15%
GWMR
649
GC Wealth Management RIA
Massachusetts
$2.44M -$47.5K -242 -2%
BCA
650
Bay Colony Advisors
Massachusetts
$2.44M +$117K +595 +5%