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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
926
PAX Financial Group
Texas
$773K -$12.9M -61,481 -95%
BBPWM
927
Blue Bell Private Wealth Management
Pennsylvania
$772K +$13.2K +63 +2%
IBOK
928
Independence Bank of Kentucky
Kentucky
$770K – – –
BAM
929
Belpointe Asset Management
Nevada
$768K -$2.94K -14 -0.4%
RFP
930
Root Financial Partners
California
$767K -$9.23K -44 -1%
CAL
931
Capital Analysts LLC
Pennsylvania
$767K -$6.21M -29,626 -89%
TC
932
TFR Capital
Texas
$766K – – –
Kovitz Investment Group Partners
933
Kovitz Investment Group Partners
Illinois
$766K +$93.5K +446 +15%
EL
934
EQ LLC
Washington
$760K -$1.75M -8,349 -71%
IWMO
935
Integrated Wealth Management (Ohio)
Ohio
$760K -$1.05M -4,995 -59%
OPWM
936
Oxinas Partners Wealth Management
Indiana
$755K +$113K +537 +18%
FNWM
937
Financial Network Wealth Management
Utah
$751K – – –
LA
938
Legacy Advisors
Pennsylvania
$751K +$67.3K +321 +10%
CLOS
939
Compagnie Lombard Odier SCmA
Switzerland
$746K -$172K -820 -19%
G
940
GenTrust
Florida
$746K – – –
MFWP
941
Mosaic Family Wealth Partners
Missouri
$745K -$140K -668 -16%
CFG
942
Citizens Financial Group
Rhode Island
$743K +$20.6K +98 +3%
RG
943
Rathbones Group
United Kingdom
$739K – – –
PHWM
944
Palatine Hill Wealth Management
Michigan
$739K +$102K +486 +17%
DOA
945
D'Orazio & Associates
Virginia
$737K -$354K -1,689 -33%
PPWM
946
PFG Private Wealth Management
Florida
$734K -$220K -1,048 -24%
IAN
947
Integrated Advisors Network
Texas
$733K -$2.35M -11,183 -77%
RWM
948
Ritholtz Wealth Management
New York
$731K +$173K +826 +33%
MWA
949
Monograph Wealth Advisors
California
$727K – – –
YWS
950
Yarger Wealth Strategies
Ohio
$727K +$23.3K +111 +3%