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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
926
Capital Analysts LLC
Pennsylvania
$767K -$6.21M -29,626 -89%
TC
927
TFR Capital
Texas
$766K
Kovitz Investment Group Partners
928
Kovitz Investment Group Partners
Illinois
$766K +$93.5K +446 +15%
EL
929
EQ LLC
Washington
$760K -$1.75M -8,349 -71%
IWMO
930
Integrated Wealth Management (Ohio)
Ohio
$760K -$1.05M -4,995 -59%
OPWM
931
Oxinas Partners Wealth Management
Indiana
$755K +$113K +537 +18%
FNWM
932
Financial Network Wealth Management
Utah
$751K
LA
933
Legacy Advisors
Pennsylvania
$751K +$67.3K +321 +10%
CLOS
934
Compagnie Lombard Odier SCmA
Switzerland
$746K -$172K -820 -19%
G
935
GenTrust
Florida
$746K
MFWP
936
Mosaic Family Wealth Partners
Missouri
$745K -$140K -668 -16%
CFG
937
Citizens Financial Group
Rhode Island
$743K +$20.6K +98 +3%
RG
938
Rathbones Group
United Kingdom
$739K
PHWM
939
Palatine Hill Wealth Management
Michigan
$739K +$102K +486 +17%
DOA
940
D'Orazio & Associates
Virginia
$737K -$354K -1,689 -33%
PPWM
941
PFG Private Wealth Management
Florida
$734K -$220K -1,048 -24%
IAN
942
Integrated Advisors Network
Texas
$733K -$2.35M -11,183 -77%
RWM
943
Ritholtz Wealth Management
New York
$731K +$173K +826 +33%
MWA
944
Monograph Wealth Advisors
California
$727K
YWS
945
Yarger Wealth Strategies
Ohio
$727K +$23.3K +111 +3%
OFO
946
OneAscent Family Office
Alabama
$726K -$62.7K -299 -8%
OFG
947
Oxford Financial Group
Indiana
$724K
ZF
948
Zhang Financial
Michigan
$724K +$210 +1 +0%
BFS
949
BridgePort Financial Solutions
Iowa
$724K -$1.46M -6,979 -68%
ZS
950
Zenith Solutions
Pennsylvania
$723K +$691K +3,294 New