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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
901
Procyon Advisors
Connecticut
$777K +$194K +1,081 +31%
ACM
902
Advisors Capital Management
New Jersey
$772K -$15.2K -85 -2%
GWM
903
Gibbs Wealth Management
Georgia
$762K -$152K -848 -16%
Bank Julius Baer & Co
904
Bank Julius Baer & Co
Switzerland
$758K -$7.53M -42,060 -90%
TWA
905
Trace Wealth Advisors
California
$758K
PS
906
Planned Solutions
California
$755K +$166K +929 +27%
GWA
907
Genesis Wealth Advisors
Massachusetts
$753K -$114K -634 -13%
FEM
908
Fulcrum Equity Management
Texas
$729K +$78.2K +437 +11%
EWA
909
Etesian Wealth Advisors
Oregon
$723K +$234K +1,306 +45%
RFW
910
Rainier Family Wealth
Washington
$722K
PWM
911
Paulson Wealth Management
Illinois
$721K
SSWM
912
Strait & Sound Wealth Management
California
$719K +$322K +1,800 +75%
FA
913
Fortis Advisors
Pennsylvania
$717K +$96.9K +541 +15%
GIM
914
Goelzer Investment Management
Indiana
$716K +$14.5K +81 +2%
JFGLC
915
Johnson Financial Group LLC (Colorado)
Colorado
$709K +$743K +4,151 New
V
916
ViaWealth
Kansas
$707K -$109K -608 -13%
SFC
917
Strategic Financial Concepts
Texas
$704K +$128K +715 +21%
LSIA
918
LaSalle St. Investment Advisors
Illinois
$702K +$160K +896 +28%
DT
919
Diversified Trust
Tennessee
$700K +$85K +475 +13%
WAG
920
Wallace Advisory Group
California
$699K -$1.31M -7,317 -65%
BAM
921
Belpointe Asset Management
Nevada
$699K -$225K -1,258 -24%
AAP
922
Arax Advisory Partners
Colorado
$697K -$640K -3,575 -47%
HWA
923
HCR Wealth Advisors
California
$693K +$218K +1,217 +43%
FNBT
924
FineMark National Bank & Trust
Florida
$691K
CB
925
Commerce Bank
Missouri
$689K +$92.6K +517 +15%