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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
876
LGT Financial Advisors
Texas
$972K +$239K +1,315 +32%
PWM
877
Pines Wealth Management
North Carolina
$972K +$1M +5,510 New
FT
878
Fiduciary Trust
Massachusetts
$970K +$20.3K +112 +2%
AFP
879
Alpha Financial Partners
Kentucky
$969K -$6.04M -33,232 -86%
SWP
880
Semus Wealth Partners
Florida
$963K +$116K +636 +13%
IAG
881
Investment Advisory Group
Massachusetts
$960K +$182 +1 +0%
OFG
882
Oxford Financial Group
Indiana
$955K +$316K +1,739 +48%
BAM
883
Belpointe Asset Management
Nevada
$950K +$20.9K +115 +2%
GWM
884
Gibbs Wealth Management
Georgia
$945K +$75.6K +416 +9%
FCA
885
FLC Capital Advisors
California
$944K +$59.2K +326 +7%
Pathstone Holdings
886
Pathstone Holdings
New Jersey
$944K -$6.18K -34 -0.6%
GWM
887
GK Wealth Management
Nevada
$939K +$957K +5,271 New
LA
888
Lifeworks Advisors
Michigan
$936K +$81.9K +451 +9%
FFWA
889
FRG Family Wealth Advisors
Washington
$934K +$145K +800 +18%
SEIA
890
Signature Estate & Investment Advisors
California
$930K +$420K +2,313 +80%
WFM
891
Wolff Financial Management
Michigan
$928K -$91K -501 -9%
TPWA
892
TRUE Private Wealth Advisors
Oregon
$921K -$1.34M -7,374 -59%
CFS
893
Coordinated Financial Services
Colorado
$913K +$932K +5,129 New
CIBC Private Wealth Group
894
CIBC Private Wealth Group
Georgia
$903K +$83.9K +462 +10%
FAB
895
First American Bank
Illinois
$903K -$64.1K -353 -7%
GWA
896
Genesis Wealth Advisors
Massachusetts
$898K +$916K +5,041 New
CCG
897
Cloverfields Capital Group
Minnesota
$889K
SAI
898
Savvy Advisors Inc
New York
$887K +$6.54K +36 +0.7%
MCA
899
MSH Capital Advisors
Arizona
$886K +$44.3K +244 +5%
NFG
900
Nations Financial Group
Iowa
$876K -$4.36K -24 -0.5%