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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
751
Parsons Capital Management
Rhode Island
$1.36M -$112K -535 -8%
AWMS
752
Advocacy Wealth Management Services
Georgia
$1.35M -$83M -396,000 -98%
HFA
753
Hershey Financial Advisers
Pennsylvania
$1.35M +$1.29M +6,135 New
RFP
754
RCS Financial Planning
Maryland
$1.34M -$302K -1,442 -19%
YP
755
YANKCOM Partnership
South Dakota
$1.32M
AIS
756
Accredited Investor Services
Minnesota
$1.32M +$15.7K +75 +1%
OC
757
Oppenheimer & Co
New York
$1.31M -$494K -2,357 -28%
FT
758
Fiduciary Trust
Massachusetts
$1.31M -$76.5K -365 -6%
PWM
759
Pines Wealth Management
North Carolina
$1.3M +$36.5K +174 +3%
EWA
760
EverSource Wealth Advisors
Alabama
$1.3M -$1.44M -6,889 -54%
TFO
761
Tarbox Family Office
California
$1.3M
SFC
762
Strategic Financial Concepts
Texas
$1.29M +$525K +2,502 +74%
Vanguard Personalized Indexing Management
763
Vanguard Personalized Indexing Management
California
$1.29M
BP
764
Ballentine Partners
Massachusetts
$1.29M -$347K -1,653 -22%
VWA
765
Visionary Wealth Advisors
Illinois
$1.29M -$36.3K -173 -3%
CWM
766
Calamos Wealth Management
Illinois
$1.28M +$196K +935 +19%
SPW
767
Surience Private Wealth
Washington
$1.28M +$1.23M +5,845 New
FFA
768
Florida Financial Advisors
Florida
$1.28M +$196K +935 +19%
FCBT
769
First Citizens Bank & Trust
North Carolina
$1.28M -$221K -1,053 -15%
SA
770
Seneschal Advisors
Washington
$1.27M -$56.2K -268 -4%
RBCM
771
Raub Brock Capital Management
California
$1.27M +$28.7K +137 +2%
CWM
772
Cahaba Wealth Management
Georgia
$1.26M +$15.5K +74 +1%
EL
773
EWA LLC
Pennsylvania
$1.26M -$40.7K -194 -3%
BHWM
774
Bellars Harris Wealth Management
Virginia
$1.25M +$1.2M +5,711 New
NRC
775
New Republic Capital
North Carolina
$1.25M -$175K -833 -13%