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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
676
Hobart Private Capital
North Carolina
$660K -$292K -2,140 -30%
FAB
677
First American Bank
Illinois
$656K +$680K +4,980 New
CCFM
678
Clear Creek Financial Management
Washington
$650K +$44.2K +324 +7%
LEFP
679
Leading Edge Financial Planning
Tennessee
$643K -$216K -1,580 -24%
VFA
680
Valeo Financial Advisors
Indiana
$642K +$57.1K +418 +9%
BCM
681
Beck Capital Management
Texas
$642K -$45.3K -332 -6%
LJAC
682
L.J. Altfest & Co
New York
$625K +$410 +3 +0.1%
OLVIG
683
Oliver Lagore Vanvalin Investment Group
Michigan
$624K -$215K -1,577 -25%
BB
684
Busey Bank
Illinois
$621K -$56.5K -414 -8%
DT
685
Diversified Trust
Tennessee
$601K -$22.7K -166 -4%
SG
686
StoneX Group
New York
$592K -$15K -110 -2%
EFS
687
Essex Financial Services
Connecticut
$586K -$22.4K -164 -4%
4WM
688
4J Wealth Management
Virginia
$585K -$36.2K -265 -6%
Wolverine Trading
689
Wolverine Trading
Illinois
$584K +$605K +4,429 New
First Manhattan
690
First Manhattan
New York
$580K +$41.5K +304 +7%
ANBT
691
American National Bank & Trust
Texas
$577K
PPW
692
Pasadena Private Wealth
California
$575K -$43K -315 -7%
PCH
693
PGIM Custom Harvest
New Jersey
$573K +$594K +4,347 New
GFPC
694
Global Financial Private Client
Florida
$570K +$260K +1,901 +79%
PFO
695
Pathstone Family Office
New Jersey
$569K +$590K +4,321 New
NFG
696
Nations Financial Group
Iowa
$569K +$590K +4,320 New
SPW
697
Sonoma Private Wealth
California
$567K +$2.73K +20 +0.5%
PWM
698
Paulson Wealth Management
Illinois
$566K -$9.83K -72 -2%
PPP
699
Private Portfolio Partners
New Jersey
$551K -$80.7K -591 -12%
AIM
700
Anchor Investment Management
South Carolina
$547K