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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
676
Tevis Investment Management
Texas
$176K +$100K +857 +102%
CTA
677
Colonial Trust Advisors
South Carolina
$167K +$187K +1,603 New
SOS
678
Silver Oak Securities
Tennessee
$164K +$145K +1,242 New
CFD
679
Creative Financial Designs
Indiana
$161K +$18K +154 +11%
BWP
680
Baldwin Wealth Partners
Massachusetts
$159K – – –
CWM
681
Consultiva Wealth Management
Puerto Rico
$152K – – –
MPWT
682
MassMutual Private Wealth & Trust
Connecticut
$152K +$97K +829 +132%
RIA
683
Realta Investment Advisors
Delaware
$145K -$58.5K -500 -26%
APC
684
Aspire Private Capital
North Carolina
$137K +$29.2K +250 +23%
CS
685
Credit Suisse
Switzerland
$135K -$2.26M -19,280 -94%
LS
686
Leelyn Smith
Illinois
$130K -$47.1K -403 -24%
PWMG
687
Prestige Wealth Management Group
New Jersey
$127K -$160K -1,370 -53%
EWM
688
Evermay Wealth Management
Virginia
$127K -$19.4K -166 -12%
PIM
689
Progressive Investment Management
Oregon
$127K – – –
PGAM
690
Princeton Global Asset Management
New Jersey
$121K – – –
CCM
691
Covington Capital Management
California
$119K – – –
SSB
692
Sandy Spring Bank
Maryland
$119K +$38.9K +333 +41%
Bessemer Group
693
Bessemer Group
New Jersey
$113K – – –
M
694
MOTCO
Texas
$112K – – –
RG
695
Retirement Group
California
$112K +$14.7K +126 +13%
GIA
696
Goodwin Investment Advisory
Georgia
$109K -$36.1K -309 -23%
MPCG
697
Matrix Private Capital Group
New York
$109K – – –
MHR
698
Matthew Hamilton Rosenberg
$105K -$702 -6 -0.6%
AIC
699
Ayalon Insurance Company
Israel
$105K – – –
WPWM
700
Western Pacific Wealth Management
Illinois
$103K – – –