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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
651
Clear Creek Financial Management
Washington
$2.33M +$184K +1,015 +8%
GFP
652
Gryphon Financial Partners
Ohio
$2.33M +$447K +2,463 +23%
Vontobel Holding
653
Vontobel Holding
Switzerland
$2.32M
AFP
654
Ausdal Financial Partners
Iowa
$2.31M +$322K +1,770 +16%
BWA
655
BCU Wealth Advisors
Illinois
$2.3M +$73.4K +404 +3%
CPIG
656
Chicago Partners Investment Group
Illinois
$2.29M -$70.1K -386 -3%
LIA
657
LifePlan Investment Advisors
North Carolina
$2.28M +$193K +1,060 +9%
EIP
658
Ellis Investment Partners
Pennsylvania
$2.28M +$269K +1,481 +13%
RCM
659
RMR Capital Management
California
$2.28M -$18.9K -104 -0.8%
AIP
660
Almanack Investment Partners
Pennsylvania
$2.25M -$1.82K -10 -0.1%
VCA
661
Verdence Capital Advisors
Maryland
$2.25M +$312K +1,720 +16%
FTUS
662
Flow Traders U.S.
New York
$2.22M -$11.3K -62 -0.5%
FHB
663
First Hawaiian Bank
Hawaii
$2.2M +$173K +955 +8%
WWP
664
Waypoint Wealth Partners
California
$2.18M +$3.45K +19 +0.2%
BWA
665
Bestgate Wealth Advisors
Maryland
$2.16M +$2.21M +12,142 New
MFS
666
Mattson Financial Services
Michigan
$2.15M -$78.8K -434 -3%
BWM
667
BigSur Wealth Management
Florida
$2.14M
RFN
668
RDA Financial Network
Iowa
$2.13M +$466K +2,568 +27%
EWA
669
Exencial Wealth Advisors
Oklahoma
$2.12M -$31.2K -172 -1%
ATC
670
Argent Trust Co
Tennessee
$2.1M +$34.7K +191 +2%
UW
671
Unique Wealth
Florida
$2.1M +$229K +1,261 +12%
VCM
672
Vision Capital Management
Oregon
$2.09M
SFG
673
Sovereign Financial Group
Connecticut
$2.07M -$81.9K -451 -4%
PIM
674
Provident Investment Management
Michigan
$2.07M +$165K +907 +8%
LSA
675
Lion Street Advisors
Texas
$2.05M +$409K +2,251 +24%