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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
876
Milestone Asset Management
Pennsylvania
$1M +$947K +5,485 New
AWC
877
Abundance Wealth Counselors
Pennsylvania
$999K – – –
IAG
878
Investment Advisory Group
Massachusetts
$986K +$173 +1 +0%
CFS
879
Coordinated Financial Services
Colorado
$980K -$6.04K -35 -0.6%
WWP
880
Wise Wealth Partners
Arizona
$975K -$1.92M -11,129 -68%
KWA
881
Kellett Wealth Advisors
Ohio
$974K +$57.8K +335 +7%
EWM
882
Evolution Wealth Management
Florida
$969K +$914K +5,298 New
PW
883
PUREfi Wealth
Massachusetts
$968K +$88K +510 +11%
MFWP
884
Mosaic Family Wealth Partners
Missouri
$963K -$119K -692 -12%
HIM
885
Hanlon Investment Management
New Jersey
$960K -$667K -3,864 -42%
TCOT
886
Trust Company of Toledo
Ohio
$959K +$906K +5,248 New
AWM
887
Aprio Wealth Management
Georgia
$956K -$119K -690 -12%
OFO
888
OneAscent Family Office
Alabama
$950K -$21.7K -126 -2%
WFM
889
Wolff Financial Management
Michigan
$949K +$863 +5 +0.1%
Vanguard Personalized Indexing Management
890
Vanguard Personalized Indexing Management
California
$940K – – –
HWM
891
HB Wealth Management
Georgia
$933K -$3.33M -19,303 -79%
FAB
892
First American Bank
Illinois
$927K – – –
PPW
893
Pasadena Private Wealth
California
$922K -$21.9K -127 -2%
AWG
894
Altus Wealth Group
Colorado
$921K +$26.1K +151 +3%
QWP
895
Quotient Wealth Partners
Texas
$920K -$9.49K -55 -1%
RF
896
RHS Financial
California
$914K -$1.14M -6,602 -57%
FCA
897
FLC Capital Advisors
California
$910K – – –
EWS
898
Evergreen Wealth Solutions
Pennsylvania
$906K +$69K +400 +9%
FFWA
899
FRG Family Wealth Advisors
Washington
$904K -$31.9K -185 -4%
CA
900
Continuum Advisory
Idaho
$898K -$341K -1,973 -29%