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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
T
701
TCWP
Ohio
$545K -$4.94M -36,168 -90%
MWM
702
Mission Wealth Management
California
$537K +$41.4K +303 +8%
IRC
703
Investors Research Corp
Georgia
$537K +$9.01K +66 +2%
WSWA
704
Warren Street Wealth Advisors
California
$535K -$10.9K -80 -2%
LSPW
705
Lake Street Private Wealth
Illinois
$534K -$13.1K -96 -2%
KWM
706
Kingsview Wealth Management
Oregon
$533K +$212K +1,552 +62%
LFG
707
Larson Financial Group
Missouri
$528K +$7.1K +52 +1%
CA
708
Crewe Advisors
Utah
$525K +$106K +775 +24%
BTWM
709
Baker Tilly Wealth Management
Wisconsin
$519K -$2.02M -14,800 -79%
OP
710
ORG Partners
Indiana
$514K -$7.51M -55,017 -93%
HNB
711
Huntington National Bank
Ohio
$510K
PFA
712
Pinnacle Family Advisors
Missouri
$509K -$108K -789 -17%
GIM
713
Goelzer Investment Management
Indiana
$509K
SFA
714
Sequoia Financial Advisors
Ohio
$509K +$23.6K +173 +5%
GFA
715
Gallagher Fiduciary Advisors
Illinois
$506K +$49K +359 +10%
BTW
716
Boston Trust Walden
Massachusetts
$506K
NCM
717
NCM Capital Management
New Jersey
$506K
WLIM
718
White Lighthouse Investment Management
Massachusetts
$505K -$40.7K -298 -7%
SPWM
719
Schrum Private Wealth Management
Florida
$504K -$31.3K -229 -6%
FT
720
Fiduciary Trust
Massachusetts
$494K +$150K +1,097 +41%
YWS
721
Yarger Wealth Strategies
Ohio
$492K
TA
722
TrueWealth Advisors
Alabama
$491K -$107K -787 -17%
Kovitz Investment Group Partners
723
Kovitz Investment Group Partners
Illinois
$487K
G
724
GenTrust
Florida
$481K
MW
725
MBL Wealth
North Carolina
$478K