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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
651
Bartlett & Co
Ohio
$766K -$68.8K -504 -8%
DAS
652
Dynamic Advisor Solutions
Arizona
$763K +$186K +1,361 +31%
GM
653
GeoWealth Management
Illinois
$760K +$314K +2,303 +66%
PAMG
654
Patton Albertson Miller Group
Tennessee
$742K +$769K +5,633 New
PCM
655
Parsons Capital Management
Rhode Island
$741K +$255K +1,870 +50%
SIA
656
Soltis Investment Advisors
Utah
$741K +$148K +1,085 +24%
SAS
657
Stelac Advisory Services
New York
$738K
CFCI
658
Comprehensive Financial Consultants Institutional
Indiana
$736K -$17.3K -127 -2%
HGERS
659
Householder Group Estate & Retirement Specialist
Arizona
$724K +$750K +5,490 New
VWA
660
Visionary Wealth Advisors
Illinois
$722K -$3.28K -24 -0.4%
RCG
661
Regatta Capital Group
California
$718K +$28.1K +206 +4%
CA
662
Continuum Advisory
Idaho
$717K -$70.9K -519 -9%
WB
663
WesBanco Bank
West Virginia
$712K +$20.2K +148 +3%
WEG
664
World Equity Group
Illinois
$709K -$970K -7,101 -57%
PP
665
Prudential plc
United Kingdom
$707K +$79.1K +579 +12%
DC
666
Davenport & Co
Virginia
$703K +$16.2K +119 +2%
IAG
667
Investment Advisory Group
Massachusetts
$680K -$546 -4 -0.1%
ACA
668
Aptus Capital Advisors
Alabama
$678K +$350K +2,561 +99%
HAS
669
HBW Advisory Services
California
$675K +$482K +3,531 +222%
Fisher Asset Management
670
Fisher Asset Management
Washington
$669K +$336K +2,464 +94%
FPAS
671
Focus Partners Advisor Solutions
Missouri
$669K +$81.2K +595 +13%
RFA
672
Resurgent Financial Advisors
Georgia
$667K +$195K +1,430 +39%
FCA
673
FLC Capital Advisors
California
$665K -$78.5K -575 -10%
FHC
674
First Heartland Consultants
Missouri
$664K -$368K -2,698 -35%
OC
675
Oppenheimer & Co
New York
$663K