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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
701
Goodwin Investment Advisory
Georgia
$221K -$10.5K -79 -5%
LS
702
Leelyn Smith
Illinois
$221K -$9.69K -73 -4%
V
703
Veritable
Delaware
$221K +$13.8K +104 +7%
FWM
704
Frontier Wealth Management
Missouri
$220K
IC
705
IEQ Capital
California
$220K
HBWM
706
Hollow Brook Wealth Management
New York
$220K +$217K +1,631 New
APW
707
Austin Private Wealth
Texas
$219K -$155K -1,171 -42%
BWP
708
Baldwin Wealth Partners
Massachusetts
$217K
MYIA
709
Mount Yale Investment Advisors
Colorado
$217K +$214K +1,610 New
CWM
710
C2C Wealth Management
Arizona
$216K -$2.39K -18 -1%
CI
711
CX Institutional
Indiana
$215K
OSAM
712
O'Shaughnessy Asset Management
Connecticut
$214K +$49.4K +372 +30%
LW
713
Linscomb Wealth
Texas
$212K
KWM
714
Keebeck Wealth Management
Illinois
$211K -$174K -1,314 -46%
MCM
715
Murphy Capital Management
New Jersey
$209K
FRA
716
Frank Rimerman Advisors
California
$209K
LA
717
Legacy Advisors
Pennsylvania
$207K
LWM
718
Lionsbridge Wealth Management
Florida
$206K -$3.4M -25,627 -94%
Betterment LLC
719
Betterment LLC
New York
$206K -$202K -1,521 -50%
ACS
720
Archford Capital Strategies
Illinois
$206K -$1.99K -15 -1%
Verition Fund Management
721
Verition Fund Management
Connecticut
$206K +$203K +1,528 New
LA
722
LVW Advisors
New York
$205K -$1.2K -9 -0.6%
CFD
723
Creative Financial Designs
Indiana
$203K +$21.6K +163 +12%
BEAM
724
Baker Ellis Asset Management
Washington
$202K
SFC
725
SYM Financial Corp
Indiana
$201K