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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
901
Oxford Financial Group
Indiana
$649K
MW
902
MBL Wealth
North Carolina
$649K
FCI
903
Financial Counselors Inc
Kansas
$648K +$92.6K +534 +17%
BTW
904
Boston Trust Walden
Massachusetts
$644K
BP
905
Ballentine Partners
Massachusetts
$643K -$731K -4,215 -54%
Wealthfront Advisers
906
Wealthfront Advisers
California
$641K +$126K +727 +26%
CTWM
907
Cherry Tree Wealth Management
Minnesota
$637K -$4.86K -28 -0.8%
SC
908
Soundwatch Capital
Connecticut
$632K +$612K +3,527 New
CB
909
Commerce Bank
Missouri
$631K +$52.9K +305 +9%
LFG
910
Larson Financial Group
Missouri
$628K -$5.9K -34 -1%
ML
911
McAdam LLC
Pennsylvania
$627K +$116K +666 +24%
HA
912
Herold Advisors
New York
$618K +$45.6K +263 +8%
BFG
913
Bleakley Financial Group
New Jersey
$617K
FNWM
914
Financial Network Wealth Management
Utah
$614K
JPG
915
Jordan Park Group
California
$610K -$484K -2,792 -45%
G
916
GenTrust
Florida
$610K -$40.8K -235 -6%
WLIM
917
White Lighthouse Investment Management
Massachusetts
$606K +$2.6K +15 +0.4%
DOA
918
D'Orazio & Associates
Virginia
$605K +$585K +3,373 New
PAM
919
Palisade Asset Management
Minnesota
$602K
MWM
920
Moulton Wealth Management
Washington
$601K +$582K +3,353 New
FIM
921
Fernwood Investment Management
Massachusetts
$595K -$443K -2,557 -44%
PFA
922
Pinnacle Family Advisors
Missouri
$593K +$1.39K +8 +0.2%
PCA
923
Pallas Capital Advisors
Massachusetts
$589K -$536K -3,093 -49%
FA
924
Fortis Advisors
Pennsylvania
$586K +$118K +678 +26%
AWM
925
Accurate Wealth Management
Florida
$585K +$561K +3,234 New