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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$39.2M +$7.83M +76,424 +25%
CFFP
52
Center for Financial Planning
Michigan
$39M -$534K -5,212 -1%
DADC
53
D.A. Davidson & Co
Montana
$38.3M +$111K +1,086 +0.3%
JIC
54
Johnson Investment Counsel
Ohio
$38.2M +$1.34M +13,111 +4%
SF
55
Synovus Financial
Georgia
$37.2M +$597K +5,826 +2%
AWS
56
AJ Wealth Strategies
New York
$36.9M -$1.22M -11,888 -3%
COF
57
Capital One Financial
Virginia
$35.6M +$15.6M +152,307 +80%
WSTAM
58
Wilbanks Smith & Thomas Asset Management
Virginia
$35.1M +$1.79M +17,438 +5%
WDL
59
Well Done LLC
Michigan
$35.1M -$2.5M -24,406 -7%
BFPW
60
BOK Financial Private Wealth
Colorado
$34.6M -$11.5M -112,197 -25%
AWE
61
Avidian Wealth Enterprises
Texas
$33.7M -$8.7M -84,999 -21%
SC
62
Schoolcraft Capital
Colorado
$33.4M +$289K +2,824 +0.9%
HCA
63
Heck Capital Advisors
Wisconsin
$30.7M -$16.2M -158,003 -35%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$29.6M +$866K +8,453 +3%
MCWS
65
McKinley Carter Wealth Services
West Virginia
$29.5M +$8.61M +84,032 +42%
PA
66
Pinnacle Associates
New York
$28.7M +$232K +2,269 +0.8%
QA
67
Quantitative Advantage
Minnesota
$28.6M -$531K -5,183 -2%
PP
68
Palladium Partners
Virginia
$27.2M -$4.41M -43,086 -14%
PAG
69
Private Advisor Group
New Jersey
$26.3M -$755K -7,371 -3%
HighTower Advisors
70
HighTower Advisors
Illinois
$25.5M +$578K +5,648 +2%
SWMG
71
Sanchez Wealth Management Group
Florida
$25.2M +$721K +7,037 +3%
SW
72
SVB Wealth
Massachusetts
$24.7M +$2.1M +20,490 +9%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$24M -$4.74M -46,327 -17%
TCM
74
TD Capital Management
Tennessee
$23.9M +$751K +7,337 +3%
Franklin Resources
75
Franklin Resources
California
$23.6M +$152K +1,485 +0.7%