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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
876
Advyzon Investment Management
Illinois
$999K +$328K +1,750 +52%
First Manhattan
877
First Manhattan
New York
$998K -$87.6K -467 -8%
BWL
878
Bogart Wealth LLC
Virginia
$993K -$76.5M -407,784 -99%
Bank Julius Baer & Co
879
Bank Julius Baer & Co
Switzerland
$982K +$115K +615 +14%
AWG
880
Altus Wealth Group
Colorado
$979K -$938 -5 -0.1%
IW
881
Imprint Wealth
South Carolina
$976K +$942K +5,020 New
CFS
882
Coordinated Financial Services
Colorado
$964K -$76K -405 -8%
QWP
883
Quotient Wealth Partners
Texas
$962K -$16.5K -88 -2%
PPW
884
Pasadena Private Wealth
California
$959K -$20.8K -111 -2%
KFG
885
Kelly Financial Group
Connecticut
$959K +$3.56K +19 +0.4%
DWP
886
Destiny Wealth Partners
Florida
$959K +$68.7K +366 +8%
EWM
887
Evolution Wealth Management
Florida
$955K -$72.6K -387 -7%
FCA
888
FLC Capital Advisors
California
$939K -$28.1K -150 -3%
AP
889
Americana Partners
Texas
$938K +$16.3K +87 +2%
PW
890
PUREfi Wealth
Massachusetts
$937K -$89.9K -479 -9%
WT
891
Washington Trust
Rhode Island
$937K
RFW
892
Rainier Family Wealth
Washington
$928K
MCM
893
Mattern Capital Management
Colorado
$926K -$2.06K -11 -0.2%
CWM
894
Calamos Wealth Management
Illinois
$921K +$317K +1,692 +56%
IWA
895
IBEX Wealth Advisors
New Jersey
$916K +$13.1K +70 +2%
Principal Financial Group
896
Principal Financial Group
Iowa
$914K -$2.31M -12,291 -72%
AFP
897
Alpha Financial Partners
Kentucky
$913K -$261K -1,390 -23%
EW
898
Evoke Wealth
California
$907K +$354K +1,889 +68%
HIM
899
Hanlon Investment Management
New Jersey
$907K -$111K -590 -11%
Vanguard Group
900
Vanguard Group
Pennsylvania
$905K +$137K +731 +19%