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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
901
GC Wealth Management RIA
Massachusetts
$876K +$42K +231 +5%
AWG
902
Altus Wealth Group
Colorado
$873K -$20.3K -112 -2%
SPW
903
Sonoma Private Wealth
California
$873K +$33.4K +184 +4%
LRWM
904
Lord & Richards Wealth Management
Colorado
$869K +$886K +4,878 New
HA
905
Herold Advisors
New York
$866K +$258K +1,418 +41%
HS
906
Horan Securities
United States
$860K -$21.6K -119 -2%
CF
907
Clarity Financial
Texas
$858K +$20.3K +112 +2%
Bessemer Group
908
Bessemer Group
New Jersey
$857K +$112K +619 +15%
YIA
909
YHB Investment Advisors
Connecticut
$856K -$719K -3,956 -45%
DWP
910
Destiny Wealth Partners
Florida
$852K +$46.7K +257 +6%
V
911
ViaWealth
Kansas
$845K -$168K -924 -16%
BCM
912
Beck Capital Management
Texas
$844K -$6.9K -38 -0.8%
SC
913
Soundwatch Capital
Connecticut
$842K +$219K +1,203 +34%
PW
914
Peninsula Wealth
California
$837K -$17.8K -98 -2%
CIS
915
Custom Index Systems
New York
$832K +$21.1K +116 +3%
MWS
916
MFA Wealth Services
California
$828K +$845K +4,650 New
QWP
917
Quotient Wealth Partners
Texas
$828K -$766K -4,219 -48%
EAM
918
Empirical Asset Management
Massachusetts
$827K +$2K +11 +0.2%
NA
919
Novus Advisors
South Carolina
$826K +$842K +4,636 New
FGC
920
Financial Gravity Companies
Texas
$821K -$27.6K -152 -3%
ACM
921
Advisors Capital Management
New Jersey
$820K +$29.4K +162 +4%
EWS
922
Evergreen Wealth Solutions
Pennsylvania
$804K +$38.3K +211 +5%
AA
923
Advisory Alpha
Michigan
$800K +$49.6K +273 +6%
KWA
924
Kellett Wealth Advisors
Ohio
$796K +$336K +1,850 +71%
LGA
925
Lebenthal Global Advisors
New York
$794K -$6.36K -35 -0.8%