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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
776
Abound Wealth Management
Tennessee
$86.6K +$84.1K +595 New
FPFS
777
First Personal Financial Services
North Carolina
$76K – – –
CBT
778
Central Bank & Trust
Kentucky
$76K +$74.1K +524 New
RIM
779
Rockbridge Investment Management
New York
$75K +$1.55K +11 +2%
TA
780
Tectonic Advisors
Texas
$71K – – –
CFO
781
CVA Family Office
Colorado
$68K +$43.1K +305 +189%
AAP
782
Arax Advisory Partners
Colorado
$63K +$1.98K +14 +3%
AWM
783
AllSquare Wealth Management
New York
$62K – – –
CHA
784
Carmichael Hill & Associates
Maryland
$61K – – –
CFB
785
Cullen/Frost Bankers
Texas
$61K – – –
S
786
SignatureFD
Georgia
$59K – – –
MA
787
MUFG Americas
New York
$59K +$2.4K +17 +4%
CCM
788
Covington Capital Management
California
$55K – – –
Kayne Anderson Rudnick Investment Management
789
Kayne Anderson Rudnick Investment Management
California
$55K – – –
BWL
790
Bogart Wealth LLC
Virginia
$54K – – –
KTC
791
Kistler-Tiffany Companies
Pennsylvania
$53K – – –
FPS
792
Fieldpoint Private Securities
Connecticut
$51K – – –
AIC
793
Archer Investment Corporation
Indiana
$50.7K – – –
PFA
794
Professional Financial Advisors
Nebraska
$50K +$141 +1 +0.3%
COCM
795
Charter Oak Capital Management
New Hampshire
$50K +$32.4K +229 +203%
SN
796
Sittner & Nelson
Oregon
$48K – – –
TAM
797
Tucker Asset Management
Colorado
$47.3K – – –
JFA
798
JNBA Financial Advisors
Minnesota
$47K – – –
SCA
799
Stonebridge Capital Advisors
Minnesota
$46K +$22.8K +161 +106%
IAS
800
IMA Advisory Services
Colorado
$45K +$27.3K +193 +162%