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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
926
Jackson Grant Investment Advisers
Connecticut
$392K +$52.8K +338 +17%
CWC
927
Carolinas Wealth Consulting
North Carolina
$391K +$1.09K +7 +0.3%
KBFS
928
Kohmann Bosshard Financial Services
Ohio
$388K
PFA
929
Pinnacle Family Advisors
Missouri
$384K -$241K -1,541 -40%
CAAS
930
Capital Asset Advisory Services
Michigan
$383K -$29.8K -191 -7%
MFA
931
Morling Financial Advisors
California
$382K +$364K +2,327 New
TCOV
932
Trust Company of Vermont
Vermont
$382K +$1.09K +7 +0.3%
NAS
933
NWF Advisory Services
California
$382K +$39.2K +251 +12%
FCI
934
Financial Counselors Inc
Kansas
$381K +$24.7K +158 +7%
GP
935
Girard Partners
Pennsylvania
$380K +$142K +912 +65%
SWM
936
SeaCrest Wealth Management
New York
$379K +$7.97K +51 +2%
FWM
937
Fairhaven Wealth Management
Illinois
$378K +$1.56K +10 +0.4%
EWS
938
Evergreen Wealth Solutions
Pennsylvania
$378K +$14.1K +90 +4%
FMWA
939
Forvis Mazars Wealth Advisors
Missouri
$377K -$45K -288 -11%
VC
940
Veracity Capital
Georgia
$376K -$19.1K -122 -5%
PPA
941
Painted Porch Advisors
California
$376K +$357K +2,285 New
FW
942
FirstPurpose Wealth
Utah
$371K +$360K +2,304 New
SFP
943
Sterling Financial Planning
New Jersey
$369K -$48.1K -308 -12%
BFA
944
Beaumont Financial Advisors
Massachusetts
$367K +$5.16K +33 +1%
LWL
945
Leo Wealth LLC
Texas
$366K -$156 -1 -0%
ARC
946
Advisor Resource Council
Texas
$364K -$3.68M -23,570 -91%
MG
947
Marex Group
$362K -$43.3K -277 -11%
MFIM
948
Mesirow Financial Investment Management
Illinois
$361K +$50.3K +322 +17%
Wealthfront Advisers
949
Wealthfront Advisers
California
$361K -$38.3K -245 -10%
LGA
950
Lebenthal Global Advisors
New York
$361K -$3.13K -20 -0.9%