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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
726
Wealth Management Associates
New Jersey
$209K +$203K +1,434 New
IRC
727
Investors Research Corp
Georgia
$208K +$52.4K +371 +35%
FWM
728
Fairhaven Wealth Management
Illinois
$207K +$201K +1,421 New
AWA
729
Archvest Wealth Advisors
California
$205K +$199K +1,410 New
KCPG
730
Kavar Capital Partners Group
Kansas
$204K -$24.2K -171 -11%
HIIFS
731
Harel Insurance Investments & Financial Services
Israel
$204K +$198K +1,400 New
OFG
732
Oxford Financial Group
Indiana
$204K +$198K +1,400 New
HCA
733
Horan Capital Advisors
Ohio
$201K +$195K +1,381 New
EFS
734
Essex Financial Services
Connecticut
$200K +$194K +1,373 New
CFD
735
Creative Financial Designs
Indiana
$196K -$133K -943 -41%
SSB
736
Sandy Spring Bank
Maryland
$188K +$66.6K +471 +57%
SWM
737
Selective Wealth Management
Virginia
$184K +$65K +460 +57%
EWM
738
Evermay Wealth Management
Virginia
$178K – – –
PGAM
739
Princeton Global Asset Management
New Jersey
$178K – – –
PIM
740
Progressive Investment Management
Oregon
$178K – – –
OSAM
741
O'Shaughnessy Asset Management
Connecticut
$178K +$35.3K +250 +26%
PWMG
742
Prestige Wealth Management Group
New Jersey
$168K +$141 +1 +0.1%
Koshinski Asset Management
743
Koshinski Asset Management
Illinois
$167K -$5.94K -42 -4%
VCM
744
Vigilant Capital Management
Maine
$166K – – –
Bessemer Group
745
Bessemer Group
New Jersey
$160K +$989 +7 +0.6%
M
746
MOTCO
Texas
$157K +$116K +819 +311%
MPCG
747
Matrix Private Capital Group
New York
$153K – – –
RWA
748
RGT Wealth Advisors
Texas
$152K +$148K +1,044 New
WPWM
749
Western Pacific Wealth Management
Illinois
$145K +$141K +1,000 New
TWP
750
TFO Wealth Partners
Ohio
$143K – – –