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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
926
International Assets Investment Management
Florida
$787K +$110K +640 +17%
MIFH
927
Migdal Insurance & Financial Holdings
Israel
$782K +$202K +1,169 +38%
SFC
928
Strategic Financial Concepts
Texas
$777K +$39.5K +229 +6%
BAM
929
Belpointe Asset Management
Nevada
$773K +$24.5K +142 +3%
PWM
930
Paulson Wealth Management
Illinois
$772K – – –
CLOS
931
Compagnie Lombard Odier SCmA
Switzerland
$772K +$728K +4,220 New
Wealthfront Advisers
932
Wealthfront Advisers
California
$763K +$71.4K +414 +11%
Fisher Asset Management
933
Fisher Asset Management
Washington
$752K -$157K -911 -18%
GJWM
934
Gilliland Jeter Wealth Management
Arkansas
$751K +$82.1K +476 +13%
BB
935
Busey Bank
Illinois
$747K +$96.8K +561 +16%
CICC
936
Capital Investment Counsel (Colorado)
Colorado
$746K +$704K +4,082 New
MWM
937
Maridea Wealth Management
New York
$745K +$237K +1,373 +51%
LT
938
Legacy Trust
Michigan
$745K +$190K +1,100 +37%
VFA
939
Valeo Financial Advisors
Indiana
$742K -$304K -1,759 -30%
CTWM
940
Cherry Tree Wealth Management
Minnesota
$740K +$35.2K +204 +5%
FNBT
941
FineMark National Bank & Trust
Florida
$739K – – –
IA
942
Inspire Advisors
Idaho
$734K +$79.7K +462 +13%
NEPPG
943
New England Professional Planning Group
Rhode Island
$734K +$1.03K +6 +0.1%
PFA
944
Pinnacle Family Advisors
Missouri
$718K +$1.21K +7 +0.2%
Vanguard Group
945
Vanguard Group
Pennsylvania
$717K +$50.6K +293 +8%
WMWM
946
Wilkins Miller Wealth Management
Alabama
$717K +$677K +3,921 New
AA
947
Advisory Alpha
Michigan
$712K -$23.8K -138 -3%
FWP
948
Family Wealth Partners
North Carolina
$711K +$671K +3,889 New
HWA
949
HCR Wealth Advisors
California
$711K -$28.8K -167 -4%
TNA
950
True North Advisors
Texas
$710K -$148K -859 -18%