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iShares MSCI USA Quality Factor ETF

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