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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
651
Oxinas Partners Wealth Management
Indiana
$245K -$90.8K -744 -25%
FLPIM
652
F.L. Putnam Investment Management
Massachusetts
$245K -$6.1K -50 -2%
MIM
653
Marco Investment Management
Georgia
$245K +$267K +2,191 New
CAM
654
Crestone Asset Management
Colorado
$244K
PCIG
655
Partners Capital Investment Group
Massachusetts
$243K +$265K +2,171 New
LA
656
LexAurum Advisors
Kansas
$241K -$2.68K -22 -1%
RPSA
657
Richard P. Slaughter Associates
Texas
$240K -$297K -2,434 -53%
DF
658
Donoghue Forlines
Massachusetts
$238K
DTC
659
Davidson Trust Company
Washington
$238K +$7.69K +63 +3%
WMS
660
Wealth Management Solutions
Pennsylvania
$237K -$104K -853 -29%
OWA
661
Octavia Wealth Advisors
Ohio
$235K -$10.7K -88 -4%
CIR
662
Clear Investment Research
Georgia
$232K +$6.59K +54 +3%
Betterment LLC
663
Betterment LLC
New York
$232K +$66.9K +548 +36%
WC
664
Whitney & Co
New York
$231K -$105K -857 -29%
JGIA
665
Jackson Grant Investment Advisers
Connecticut
$230K +$976 +8 +0.4%
AP
666
Appleton Partners
Massachusetts
$230K +$251K +2,061 New
CFA
667
CWS Financial Advisors
Michigan
$229K +$250K +2,048 New
Walleye Capital
668
Walleye Capital
New York
$226K +$246K +2,020 New
LG
669
Leuthold Group
Minnesota
$225K +$2.44K +20 +1%
WWM
670
Wiser Wealth Management
Georgia
$223K -$13.5M -110,691 -98%
IAA
671
Ironsides Asset Advisors
North Carolina
$223K -$1.97M -16,130 -89%
PTC
672
Philadelphia Trust Company
Pennsylvania
$223K
TCOV
673
Trust Company of Vermont
Vermont
$223K
TVAMP
674
Tennessee Valley Asset Management Partners
Tennessee
$221K +$3.54K +29 +1%
HNB
675
Huntington National Bank
Ohio
$220K