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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
726
Choate Investment Advisors
Massachusetts
$56K – – –
BWL
727
Bogart Wealth LLC
Virginia
$53K – – –
SN
728
Sittner & Nelson
Oregon
$53K – – –
TA
729
Tectonic Advisors
Texas
$51K – – –
FPFS
730
First Personal Financial Services
North Carolina
$50K -$4.68K -40 -8%
TFGT
731
TS Financial Group (TSFG)
Illinois
$50K – – –
CFO
732
CVA Family Office
Colorado
$48K – – –
AAP
733
Arax Advisory Partners
Colorado
$48K +$5.03K +43 +10%
BA
734
Bellwether Advisors
Nebraska
$47K -$11.9K -102 -18%
AWM
735
AllSquare Wealth Management
New York
$44K – – –
LC
736
Lindbrook Capital
California
$44K – – –
FFA
737
Founders Financial Alliance
North Carolina
$43K -$25.7K -220 -35%
CHA
738
Carmichael Hill & Associates
Maryland
$43K – – –
CFB
739
Cullen/Frost Bankers
Texas
$43K – – –
CT
740
Cambridge Trust
Massachusetts
$40K – – –
OPW
741
Oxler Private Wealth
New York
$38.5K – – –
KTC
742
Kistler-Tiffany Companies
Pennsylvania
$38K – – –
AWM
743
Avior Wealth Management
Nebraska
$36K -$56.3K -481 -58%
LDFR
744
Lehman & Derafelo Financial Resources
Pennsylvania
$36K – – –
TAM
745
Tucker Asset Management
Colorado
$35.3K – – –
PFA
746
Professional Financial Advisors
Nebraska
$34K +$234 +2 +0.6%
Kayne Anderson Rudnick Investment Management
747
Kayne Anderson Rudnick Investment Management
California
$31K -$10.2K -87 -23%
LF
748
Lee Financial
Texas
$31K +$234 +2 +0.7%
KC
749
Kenfarb & Co
Kentucky
$30K +$33.8K +289 New
PPWM
750
PFG Private Wealth Management
Florida
$29K -$234K -2,001 -88%