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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
SNS Financial Group
Minnesota
$128M +$1.67M +9,641 +1%
FIA
52
Foundations Investment Advisors
Arizona
$118M +$10.5M +60,596 +10%
FG
53
Foster Group
Iowa
$115M +$187K +1,081 +0.2%
BWL
54
Bogart Wealth LLC
Virginia
$110M -$30.2K -174 -0%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$109M +$5.74M +33,094 +6%
JC
56
JB Capital
Connecticut
$107M +$4.34M +25,024 +4%
SMA
57
Sage Mountain Advisors
Georgia
$106M -$2.07M -11,913 -2%
GFS
58
GYL Financial Synergies
Connecticut
$105M -$131K -755 -0.1%
OWP
59
Obermeyer Wealth Partners
Colorado
$103M -$12.8M -73,577 -11%
UCFA
60
United Capital Financial Advisors
Texas
$102M -$631K -3,641 -0.6%
CAM
61
Cresset Asset Management
Illinois
$99.7M -$1.06M -6,086 -1%
KAS
62
Kestra Advisory Services
Texas
$98.2M -$4.17M -24,025 -4%
Franklin Resources
63
Franklin Resources
California
$95.7M -$2.31M -13,296 -2%
KIM
64
Kestra Investment Management
Texas
$95.4M +$13.6M +78,268 +17%
AWS
65
Atria Wealth Solutions
New York
$88.8M +$194K +1,119 +0.2%
SC
66
Savant Capital
Illinois
$88M -$151K -873 -0.2%
PCIA
67
Prime Capital Investment Advisors
Kansas
$87.2M -$2.22M -12,808 -3%
DADC
68
D.A. Davidson & Co
Montana
$85.7M +$2.86M +16,466 +4%
CA
69
Clearstead Advisors
Ohio
$85.1M +$2.6M +15,007 +3%
AWM
70
AE Wealth Management
Kansas
$83.4M +$1.94M +11,214 +2%
BAAM
71
Baker Avenue Asset Management
California
$83.1M +$229K +1,322 +0.3%
JIC
72
Johnson Investment Counsel
Ohio
$82.7M +$1.27M +7,316 +2%
EH
73
Equitable Holdings
New York
$80.5M +$4.14M +23,864 +6%
HFS
74
Howard Financial Services
Texas
$78.5M +$9.07M +52,269 +14%
PAG
75
Private Advisor Group
New Jersey
$78.4M +$8.03M +46,282 +12%