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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
51
Sage Mountain Advisors
Georgia
$72.3M +$3.46M +25,333 +5%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$71.6M +$17.1M +125,262 +30%
JC
53
JB Capital
Connecticut
$70.6M -$20.5M -149,833 -22%
OWP
54
Obermeyer Wealth Partners
Colorado
$69.6M +$18.9M +138,289 +35%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$67.2M +$5.48M +40,126 +9%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66.6M +$69.1M +505,726 New
FIA
57
Foundations Investment Advisors
Arizona
$64.3M -$4.01M -29,399 -6%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$64M +$5.71M +41,812 +9%
US Bancorp
59
US Bancorp
Minnesota
$63.4M +$12.2M +89,648 +23%
DADC
60
D.A. Davidson & Co
Montana
$61.7M +$547K +4,006 +0.9%
NA
61
NewEdge Advisors
Louisiana
$60.7M -$2.6M -19,033 -4%
PCIA
62
Prime Capital Investment Advisors
Kansas
$59.8M +$17.2M +126,040 +38%
RCG
63
Resource Consulting Group
Florida
$58.9M +$50.1M +366,692 +458%
GI
64
Gradient Investments
Minnesota
$58.6M +$16M +117,431 +36%
CAN
65
Cetera Advisor Networks
California
$58M -$990K -7,251 -2%
JIC
66
Johnson Investment Counsel
Ohio
$57.3M +$1.21M +8,860 +2%
CAM
67
Cresset Asset Management
Illinois
$56.9M +$381K +2,789 +0.7%
UA
68
Unison Advisors
District of Columbia
$56.6M -$2.18M -15,957 -4%
AWS
69
Atria Wealth Solutions
New York
$56.6M -$8.74M -64,045 -13%
BAAM
70
Baker Avenue Asset Management
California
$56.4M +$2.23M +16,358 +4%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$55.7M -$3.32M -24,293 -5%
SW
72
SVB Wealth
Massachusetts
$55.3M -$13.6M -99,775 -19%
SF
73
Synovus Financial
Georgia
$53.6M -$8.65M -63,372 -13%
BWL
74
Bogart Wealth LLC
Virginia
$51.3M +$16.1M +118,169 +44%
CHP
75
Cable Hill Partners
Oregon
$50.7M +$2.12M +15,525 +4%