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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
701
Baldwin Wealth Partners
Massachusetts
$171K -$10K -82 -5%
CWM
702
Consultiva Wealth Management
Puerto Rico
$163K – – –
CFD
703
Creative Financial Designs
Indiana
$156K -$13.3K -109 -7%
EWM
704
Evermay Wealth Management
Virginia
$155K – – –
GIA
705
Goodwin Investment Advisory
Georgia
$152K -$35K -287 -17%
OSAM
706
O'Shaughnessy Asset Management
Connecticut
$138K -$44.2K -362 -23%
PIM
707
Progressive Investment Management
Oregon
$137K – – –
PGAM
708
Princeton Global Asset Management
New Jersey
$130K – – –
CCM
709
Covington Capital Management
California
$128K +$93.7K +768 +205%
VCM
710
Vigilant Capital Management
Maine
$127K – – –
Bessemer Group
711
Bessemer Group
New Jersey
$122K – – –
CWP
712
Concord Wealth Partners
Virginia
$122K +$17.9K +147 +16%
M
713
MOTCO
Texas
$121K – – –
APC
714
Aspire Private Capital
North Carolina
$120K +$15.5K +127 +13%
MPCG
715
Matrix Private Capital Group
New York
$117K – – –
MHR
716
Matthew Hamilton Rosenberg
$114K – – –
AIC
717
Ayalon Insurance Company
Israel
$113K -$328K -2,690 -73%
TWP
718
TFO Wealth Partners
Ohio
$112K – – –
WPWM
719
Western Pacific Wealth Management
Illinois
$111K – – –
JFA
720
JNBA Financial Advisors
Minnesota
$109K +$79.7K +653 +202%
VRM
721
Vectors Research Management
New York
$107K – – –
SFSG
722
Sound Financial Strategies Group
Mississippi
$106K -$7.32K -60 -6%
RG
723
Retirement Group
California
$106K +$4.51K +37 +4%
AWM
724
Atticus Wealth Management
Florida
$97K -$610 -5 -0.6%
CCP
725
Clarkston Capital Partners
Michigan
$97K – – –