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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IDA
51
Intelligence Driven Advisers
California
$45M +$11.2M +98,435 +34%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$43.6M -$6.09M -53,729 -12%
ACM
53
Advisors Capital Management
New Jersey
$43.4M +$11.9M +105,061 +38%
PO
54
Private Ocean
California
$42.7M +$13.4M +117,861 +46%
OIA
55
OneDigital Investment Advisors
Kansas
$42.2M +$24.6M +216,625 +141%
HFS
56
Howard Financial Services
Texas
$40.6M -$2.34M -20,593 -5%
B
57
Barings
North Carolina
$40.6M -$23.2M -204,672 -37%
BAAM
58
Baker Avenue Asset Management
California
$40.5M -$497K -4,386 -1%
TC
59
Trilogy Capital
California
$40.4M +$2.89M +25,499 +8%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$40M +$13.5M +118,758 +51%
PA
61
Pinnacle Associates
New York
$39.5M +$366K +3,229 +0.9%
BCM
62
Brookstone Capital Management
Illinois
$39.1M +$13.7M +120,387 +56%
OWM
63
Orgel Wealth Management
Wisconsin
$38.7M -$143K -1,259 -0.4%
MWM
64
Merriman Wealth Management
Washington
$37.5M -$8.17M -72,061 -18%
FA
65
Financial Advisors
Massachusetts
$37M -$487K -4,292 -1%
WDL
66
Well Done LLC
Michigan
$37M -$2.25M -19,847 -6%
CAM
67
Cresset Asset Management
Illinois
$36.6M -$1.74M -15,346 -4%
CHP
68
Cable Hill Partners
Oregon
$36.5M -$1.56M -13,768 -4%
AWS
69
AJ Wealth Strategies
New York
$33.3M -$15.2M -133,992 -31%
RW
70
RVW Wealth
California
$32.8M +$1.03M +9,077 +3%
EH
71
Equitable Holdings
New York
$32.4M -$1.81M -15,940 -5%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$30.9M -$4.3M -37,952 -12%
Franklin Resources
73
Franklin Resources
California
$30.1M -$11.3M -99,899 -27%
TWM
74
TMD Wealth Management
Arizona
$29.5M -$4.71M -41,494 -14%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$29.2M +$2.37M +20,924 +9%