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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
Baron Wealth Management
Michigan
$61.8M +$230K +1,098 +0.4%
TCIIS
77
TIAA-CREF Individual & Institutional Services
New York
$61.4M -$1.84M -8,788 -3%
SWA
78
Strategies Wealth Advisors
Michigan
$60.8M -$7.5M -35,773 -11%
WSFS
79
Wilmington Savings Fund Society
Delaware
$60.4M -$6.09M -29,046 -10%
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$55.7M -$2.99M -14,281 -5%
NA
81
NewEdge Advisors
Louisiana
$54.6M -$101M -483,925 -66%
CCA
82
Catalyst Capital Advisors
New York
$54.5M -$314K -1,499 -0.6%
MRC
83
Millburn Ridgefield Corp
New York
$54.5M -$314K -1,499 -0.6%
KCM
84
Kathmere Capital Management
Pennsylvania
$54M +$2.09M +9,952 +4%
HSG
85
Helen Stephens Group
Texas
$53.7M +$3.58M +17,084 +8%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$53.5M -$6.39M -30,472 -11%
AWM
87
Apollon Wealth Management
South Carolina
$52.3M -$5.91M -28,198 -11%
PAG
88
Private Advisor Group
New Jersey
$52.3M -$34.9M -166,514 -41%
SPIA
89
Steward Partners Investment Advisory
New York
$51.6M -$11.3M -53,946 -19%
OIA
90
OneDigital Investment Advisors
Kansas
$51M -$96.2M -458,518 -66%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$50.7M -$2.49M -11,877 -5%
PAS
92
Park Avenue Securities
New York
$48.7M -$185M -879,829 -80%
Creative Planning
93
Creative Planning
Kansas
$48.4M +$17.8M +84,896 +63%
TWG
94
The Wealth Group
Minnesota
$47.4M +$1.32M +6,293 +3%
MA
95
MCF Advisors
Kentucky
$46.4M -$629 -3 -0%
AC
96
AlphaCore Capital
California
$46.1M +$860K +4,101 +2%
SW
97
SlateStone Wealth
Florida
$45.3M +$774K +3,691 +2%
VAS
98
Vestmark Advisory Solutions
Massachusetts
$44.9M +$9.03M +43,081 +27%
Goldman Sachs
99
Goldman Sachs
New York
$44.4M -$43.8M -209,090 -51%
MYIA
100
Mount Yale Investment Advisors
Colorado
$44.2M +$5.16M +24,609 +14%