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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
851
Allegheny Financial Group
Pennsylvania
$976K -$3.4K -19 -0.3%
WDG
852
Wealth Dimensions Group
Ohio
$964K -$6.27K -35 -0.6%
First Manhattan
853
First Manhattan
New York
$959K -$66.2K -370 -6%
EAM
854
Empirical Asset Management
Massachusetts
$959K +$174K +970 +21%
GT
855
Glenview Trust
Kentucky
$959K -$117K -654 -10%
SWM
856
SeaCrest Wealth Management
New York
$958K -$12.5K -70 -1%
MCM
857
Mattern Capital Management
Colorado
$954K -$8.06K -45 -0.8%
VCM
858
Violich Capital Management
California
$947K
TWP
859
Tyche Wealth Partners
Texas
$934K +$275K +1,537 +39%
FT
860
Fiduciary Trust
Massachusetts
$931K
MFP
861
Meridian Financial Partners
Virginia
$928K -$70.9K -396 -7%
KWM
862
Kingsview Wealth Management
Oregon
$928K -$100K -560 -9%
CCG
863
Cloverfields Capital Group
Minnesota
$923K +$73.2K +409 +8%
CFS
864
Coordinated Financial Services
Colorado
$922K +$47.4K +265 +5%
IAG
865
Investment Advisory Group
Massachusetts
$921K +$358 +2 +0%
OFO
866
OneAscent Family Office
Alabama
$911K +$953K +5,321 New
LRWM
867
Lord & Richards Wealth Management
Colorado
$908K +$78.1K +436 +9%
WN
868
Williams & Novak
California
$906K +$947K +5,292 New
CIBC Private Wealth Group
869
CIBC Private Wealth Group
Georgia
$889K +$140K +784 +16%
WFM
870
Wolff Financial Management
Michigan
$887K -$4.48K -25 -0.5%
NFG
871
Nations Financial Group
Iowa
$886K +$47.1K +263 +5%
PPW
872
Pasadena Private Wealth
California
$883K +$169K +944 +22%
Citadel Advisors
873
Citadel Advisors
Florida
$880K -$4.88M -27,266 -84%
Vanguard Personalized Indexing Management
874
Vanguard Personalized Indexing Management
California
$879K +$921K +5,143 New
FFWA
875
FRG Family Wealth Advisors
Washington
$877K -$20.6K -115 -2%