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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
851
Soundwatch Capital
Connecticut
$538K -$676K -4,326 -57%
MW
852
Marcum Wealth
Ohio
$528K
NIC
853
Northwest Investment Counselors
Oregon
$517K
KWA
854
Kingswood Wealth Advisors
California
$517K +$190K +1,214 +63%
CB
855
Commerce Bank
Missouri
$516K +$7.97K +51 +2%
GWM
856
Gibbs Wealth Management
Georgia
$513K +$488K +3,121 New
FFA
857
Fortune Financial Advisors
Kansas
$512K -$10.6K -68 -2%
LWM
858
Lodestone Wealth Management
Washington
$512K -$5.94K -38 -1%
SIC
859
Salem Investment Counselors
North Carolina
$512K +$5.94K +38 +1%
IW
860
Imprint Wealth
South Carolina
$507K +$483K +3,092 New
GA
861
Geller Advisors
New York
$506K +$781 +5 +0.2%
WEG
862
World Equity Group
Illinois
$506K -$402K -2,571 -46%
BMWM
863
Brown Miller Wealth Management
Virginia
$502K
PCS
864
Personal CFO Solutions
New Jersey
$495K +$26.6K +170 +6%
T
865
TCWP
Ohio
$495K -$168K -1,073 -26%
DA
866
DCM Advisors
New York
$493K
PTC
867
Philadelphia Trust Company
Pennsylvania
$493K
VCM
868
Violich Capital Management
California
$493K +$469K +3,000 New
MC
869
Moors & Cabot
Massachusetts
$491K +$56.9K +364 +14%
FA
870
Fiduciary Alliance
South Carolina
$489K +$5.47K +35 +1%
GBWM
871
Granite Bay Wealth Management
New Hampshire
$485K +$461K +2,950 New
HA
872
Herold Advisors
New York
$484K +$134K +855 +41%
FWCM
873
Ferguson Wellman Capital Management
Oregon
$484K -$14.7K -94 -3%
Squarepoint
874
Squarepoint
New York
$481K -$731K -4,681 -62%
WWM
875
Waterway Wealth Management
Texas
$479K +$455K +2,912 New