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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWS
801
Evergreen Wealth Solutions
Pennsylvania
$329K +$9.56K +70 +3%
LSA
802
Lion Street Advisors
Texas
$327K +$339K +2,484 New
LRPA
803
L. Roy Papp & Associates
Arizona
$326K
CWM
804
Congress Wealth Management
Massachusetts
$325K +$115K +841 +52%
ACP
805
Aveo Capital Partners
Colorado
$325K -$69.2K -507 -17%
VP
806
Verum Partners
North Carolina
$325K +$337K +2,466 New
SR
807
Syntax Research
Florida
$325K +$336K +2,463 New
OWA
808
Octavia Wealth Advisors
Ohio
$323K +$69.9K +512 +26%
FTUS
809
Flow Traders U.S.
New York
$323K +$334K +2,449 New
SWM
810
SeaCrest Wealth Management
New York
$323K +$2.46K +18 +0.7%
WJA
811
Willis Johnson & Associates
Texas
$321K -$819 -6 -0.2%
AW
812
Avion Wealth
Texas
$321K
APW
813
Acima Private Wealth
Virginia
$319K
MC
814
Moors & Cabot
Massachusetts
$317K +$15.3K +112 +5%
AWM
815
Atticus Wealth Management
Florida
$315K -$5.74K -42 -2%
KFG
816
Kingdom Financial Group
Arizona
$313K -$79.3K -581 -20%
MG
817
Mather Group
Illinois
$309K -$2.32K -17 -0.7%
PMG
818
ProVise Management Group
Florida
$307K +$318K +2,326 New
FPCP
819
Fort Point Capital Partners
California
$304K +$315K +2,305 New
W
820
Wealthquest
Ohio
$304K +$36.7K +269 +13%
Wealthfront Advisers
821
Wealthfront Advisers
California
$304K +$315K +2,304 New
FNT
822
First National Trust
Pennsylvania
$303K -$61.2K -448 -16%
CF
823
Clarity Financial
Texas
$300K +$310K +2,273 New
CWC
824
Carolinas Wealth Consulting
North Carolina
$299K -$263K -1,928 -46%
RCAG
825
Rehmann Capital Advisory Group
Michigan
$293K -$139K -1,016 -31%