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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
76
Private Ocean
California
$25.2M -$3.49M -28,630 -11%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$25.1M +$1.51M +12,337 +6%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$24.7M -$130M -1,063,465 -83%
AAS
79
Ameritas Advisory Services
Nebraska
$24.7M -$3.75M -30,741 -12%
TF
80
TIAA FSB
Florida
$24.7M +$22.5M +184,735 +511%
5L
81
55I LLC
Massachusetts
$24.4M +$1.45M +11,902 +6%
PC
82
Permanens Capital
New York
$24.4M -$15.8M -129,115 -37%
TWM
83
TMD Wealth Management
Arizona
$23.5M +$204K +1,674 +0.8%
PS
84
Portfolio Strategies
New York
$22.9M -$574K -4,701 -2%
BFPW
85
BOK Financial Private Wealth
Colorado
$22.8M -$564K -4,620 -2%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$22.6M -$1.98M -16,220 -7%
AC
87
ASB Consultores
Florida
$22.5M +$8.54M +69,986 +53%
SFI
88
SPC Financial Inc
Maryland
$22.4M +$971K +7,960 +4%
FFA
89
Fragasso Financial Advisors
Pennsylvania
$22.2M +$838K +6,871 +4%
PWMAG
90
Pinnacle Wealth Management Advisory Group
New Jersey
$22M +$2.9M +23,728 +14%
SP
91
Symmetry Partners
Connecticut
$21.8M +$2.66M +21,795 +13%
AF
92
Allworth Financial
California
$21.5M -$104M -850,139 -82%
HCM
93
Hengehold Capital Management
Ohio
$21.1M +$362K +2,967 +2%
Cerity Partners
94
Cerity Partners
New York
$20.4M +$10.4M +84,937 +87%
SPIA
95
Strategic Point Investment Advisors
Rhode Island
$20.4M -$1.3M -10,631 -6%
CFFP
96
Center for Financial Planning
Michigan
$20.1M -$1.37M -11,234 -6%
SWP
97
Summit Wealth Partners
Florida
$20.1M -$1.87M -15,342 -8%
SWMG
98
Sanchez Wealth Management Group
Florida
$19.8M +$102K +835 +0.5%
PAG
99
Private Advisor Group
New Jersey
$19.6M +$1.91M +15,687 +10%
IWS
100
Insight Wealth Strategies
California
$19.5M -$308K -2,521 -1%