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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
676
Colonial Trust Advisors
South Carolina
$167K +$187K +1,603 New
SOS
677
Silver Oak Securities
Tennessee
$164K +$145K +1,242 New
CFD
678
Creative Financial Designs
Indiana
$161K +$18K +154 +11%
BWP
679
Baldwin Wealth Partners
Massachusetts
$159K
CWM
680
Consultiva Wealth Management
Puerto Rico
$152K
MPWT
681
MassMutual Private Wealth & Trust
Connecticut
$152K +$97K +829 +132%
RIA
682
Realta Investment Advisors
Delaware
$145K -$58.5K -500 -26%
APC
683
Aspire Private Capital
North Carolina
$137K +$29.2K +250 +23%
CS
684
Credit Suisse
Switzerland
$135K -$2.26M -19,280 -94%
LS
685
Leelyn Smith
Illinois
$130K -$47.1K -403 -24%
PWMG
686
Prestige Wealth Management Group
New Jersey
$127K -$160K -1,370 -53%
EWM
687
Evermay Wealth Management
Virginia
$127K -$19.4K -166 -12%
PIM
688
Progressive Investment Management
Oregon
$127K
PGAM
689
Princeton Global Asset Management
New Jersey
$121K
CCM
690
Covington Capital Management
California
$119K
SSB
691
Sandy Spring Bank
Maryland
$119K +$38.9K +333 +41%
Bessemer Group
692
Bessemer Group
New Jersey
$113K
M
693
MOTCO
Texas
$112K
RG
694
Retirement Group
California
$112K +$14.7K +126 +13%
GIA
695
Goodwin Investment Advisory
Georgia
$109K -$36.1K -309 -23%
MPCG
696
Matrix Private Capital Group
New York
$109K
MHR
697
Matthew Hamilton Rosenberg
$105K -$702 -6 -0.6%
AIC
698
Ayalon Insurance Company
Israel
$105K
WPWM
699
Western Pacific Wealth Management
Illinois
$103K
SFSG
700
Sound Financial Strategies Group
Mississippi
$103K +$4.79K +41 +4%