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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Cresset Asset Management
Illinois
$40.8M +$364K +3,032 +0.9%
CW
77
CreativeOne Wealth
Kansas
$40.3M +$38.7M +321,946 +12,312%
WDL
78
Well Done LLC
Michigan
$39.1M -$1.07M -8,893 -3%
SPIA
79
Steward Partners Investment Advisory
New York
$38.6M +$9.15M +76,205 +32%
MWM
80
Merriman Wealth Management
Washington
$38.5M -$2.18M -18,188 -6%
PO
81
Private Ocean
California
$37.9M -$8.33M -69,358 -18%
EH
82
Equitable Holdings
New York
$34.6M -$621K -5,172 -2%
BWM
83
Baron Wealth Management
Michigan
$33.8M +$6.97M +58,067 +27%
TWM
84
TMD Wealth Management
Arizona
$33.3M +$1.14M +9,472 +4%
BCM
85
Brookstone Capital Management
Illinois
$32.8M -$9.01M -75,012 -22%
AF
86
Allworth Financial
California
$32.8M +$11.7M +97,663 +59%
CA
87
Cetera Advisors
Colorado
$32.5M +$22.3M +186,055 +245%
AI
88
Atria Investments
North Carolina
$32.3M +$28.9M +240,617 +1,228%
HCA
89
Heck Capital Advisors
Wisconsin
$32.3M +$875K +7,287 +3%
SP
90
Symmetry Partners
Connecticut
$31.1M +$2.04M +17,007 +7%
CIAS
91
Capital Investment Advisory Services
North Carolina
$30.3M -$312K -2,595 -1%
TCM
92
TD Capital Management
Tennessee
$29.9M -$1.3M -10,858 -4%
APW
93
Austin Private Wealth
Texas
$29.6M +$28.7M +238,784 New
WSTAM
94
Wilbanks Smith & Thomas Asset Management
Virginia
$29.4M +$19M +158,139 +201%
Prudential Financial
95
Prudential Financial
New Jersey
$29.2M +$24.8M +206,436 +707%
BWL
96
Bogart Wealth LLC
Virginia
$29.2M +$547K +4,555 +2%
CIAS
97
CFS Investment Advisory Services
New Jersey
$28.6M +$24.7M +205,570 +822%
RW
98
RVW Wealth
California
$27.3M -$8.15M -67,882 -24%
SHJ
99
Sharkey, Howes & Javer
Colorado
$26.9M +$25.6M +212,914 +5,561%
EWA
100
EP Wealth Advisors
California
$26.9M +$9.38M +78,131 +1,410%