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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCI
851
Stableford Capital II
Arizona
$972K +$5.45K +26 +0.6%
RWB
852
RMR Wealth Builders
New Jersey
$971K +$928K +4,425 New
MCM
853
Mattern Capital Management
Colorado
$963K -$51.8K -247 -5%
AWM
854
Avior Wealth Management
Nebraska
$962K -$11.3K -54 -1%
ML
855
McAdam LLC
Pennsylvania
$959K -$114K -542 -11%
TWP
856
Tempus Wealth Planning
California
$957K -$1.18M -5,612 -56%
BWL
857
Bogart Wealth LLC
Virginia
$947K +$18.7K +89 +2%
FWP
858
Family Wealth Partners
North Carolina
$943K
IAS
859
IMA Advisory Services
Colorado
$943K +$901K +4,298 New
LBC
860
Lane Brothers & Co
Arizona
$940K -$59.8K -285 -6%
OBWA
861
Oak Barrel Wealth Advisory
Virginia
$938K +$896K +4,273 New
SC
862
SouthState Corp
Florida
$937K -$9.65K -46 -1%
AWA
863
Amplius Wealth Advisors
Pennsylvania
$937K +$210 +1 +0%
RWP
864
Ridgeline Wealth Planning
Ohio
$934K -$92.5K -441 -9%
APFP
865
Action Point Financial Planning
Michigan
$933K +$892K +4,253 New
RF
866
RHS Financial
California
$933K +$178K +851 +25%
LGA
867
Lebenthal Global Advisors
New York
$921K +$1.05K +5 +0.1%
NG
868
Novem Group
New York
$920K +$178K +848 +25%
PWM
869
Peak Wealth Management
New Hampshire
$919K -$4.62M -22,038 -84%
Empower Advisory Group
870
Empower Advisory Group
Colorado
$908K -$8.39K -40 -1%
IWA
871
IBEX Wealth Advisors
New Jersey
$899K +$3.15K +15 +0.4%
TBA
872
Tower Bridge Advisors
Pennsylvania
$896K +$38.8K +185 +5%
PFA
873
Perryman Financial Advisory
Texas
$892K -$629 -3 -0.1%
DTC
874
Davidson Trust Company
Washington
$892K +$1.05K +5 +0.1%
AWMNH
875
Arcadia Wealth Management (New Hampshire)
New Hampshire
$891K -$649K -3,095 -43%