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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGA
926
Lebenthal Global Advisors
New York
$794K -$6.36K -35 -0.8%
TWA
927
Trace Wealth Advisors
California
$790K +$805K +4,434 New
NAS
928
NWF Advisory Services
California
$773K +$342K +1,884 +77%
APW
929
Axim Planning & Wealth
Ohio
$753K +$249K +1,373 +48%
RFW
930
Rainier Family Wealth
Washington
$753K +$768K +4,226 New
PPW
931
Pasadena Private Wealth
California
$753K +$44.1K +243 +6%
GTAM
932
Global Trust Asset Management
Florida
$752K +$225K +1,240 +42%
PWM
933
Paulson Wealth Management
Illinois
$752K – – –
Empower Advisory Group
934
Empower Advisory Group
Colorado
$734K +$204K +1,121 +37%
GIM
935
Goelzer Investment Management
Indiana
$732K – – –
PPP
936
Private Portfolio Partners
New Jersey
$729K +$12.4K +68 +2%
WWP
937
WR Wealth Planners
Missouri
$727K -$971K -5,345 -57%
FineMark National Bank & Trust
938
FineMark National Bank & Trust
Florida
$720K +$166K +915 +29%
AFO
939
Allie Family Office
Florida
$717K -$59.9K -330 -8%
AIS
940
Accredited Investor Services
Minnesota
$714K +$728K +4,008 New
NEPPG
941
New England Professional Planning Group
Rhode Island
$713K +$1.45K +8 +0.2%
GFA
942
Gallagher Fiduciary Advisors
Illinois
$710K +$141K +777 +24%
PPA
943
Painted Porch Advisors
California
$707K +$272K +1,496 +60%
TWP
944
Tyche Wealth Partners
Texas
$700K +$4.54K +25 +0.6%
4WM
945
4J Wealth Management
Virginia
$696K -$44.3K -244 -6%
Wealthfront Advisers
946
Wealthfront Advisers
California
$696K +$59.9K +330 +9%
Valeo Financial Advisors
947
Valeo Financial Advisors
Indiana
$685K -$3.45K -19 -0.5%
NCM
948
NCM Capital Management
New Jersey
$684K – – –
IPA
949
Investment Planning Advisors
Georgia
$682K +$143K +785 +26%
FEM
950
Fulcrum Equity Management
Texas
$682K -$1.82K -10 -0.3%