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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
76
Financial Advisors
Massachusetts
$45.5M +$428K +3,367 +1%
HFS
77
Howard Financial Services
Texas
$45.1M -$1.54M -12,135 -3%
SPIA
78
Steward Partners Investment Advisory
New York
$45.1M +$2.94M +23,091 +7%
Prudential Financial
79
Prudential Financial
New Jersey
$44.8M +$12.3M +96,437 +41%
PCIA
80
Prime Capital Investment Advisors
Kansas
$44.2M +$41M +322,519 +6,111%
GI
81
Gradient Investments
Minnesota
$44.1M -$11.1M -86,873 -21%
WDL
82
Well Done LLC
Michigan
$40.8M -$1.63M -12,779 -4%
MWM
83
Merriman Wealth Management
Washington
$40.3M -$1.49M -11,720 -4%
AI
84
Atria Investments
North Carolina
$40.1M +$4.7M +36,953 +14%
BWM
85
Baron Wealth Management
Michigan
$39.4M +$2.59M +20,329 +7%
EH
86
Equitable Holdings
New York
$38.7M +$958K +7,530 +3%
SHJ
87
Sharkey, Howes & Javer
Colorado
$38.5M +$8.73M +68,619 +32%
UB
88
UMB Bank
Missouri
$38.3M +$36.1M +283,619 +49,671%
CA
89
Cetera Advisors
Colorado
$37.8M +$2.3M +18,073 +7%
WSTAM
90
Wilbanks Smith & Thomas Asset Management
Virginia
$37M +$4.73M +37,178 +16%
BWL
91
Bogart Wealth LLC
Virginia
$36.5M +$4.48M +35,230 +15%
TWM
92
TMD Wealth Management
Arizona
$36.4M +$165K +1,294 +0.5%
HCA
93
Heck Capital Advisors
Wisconsin
$35.6M +$516K +4,057 +2%
APW
94
Austin Private Wealth
Texas
$35.1M +$2.77M +21,772 +9%
WSFS
95
Wilmington Savings Fund Society
Delaware
$35.1M +$33.1M +260,256 New
SP
96
Symmetry Partners
Connecticut
$34.7M +$661K +5,198 +2%
CIAS
97
Capital Investment Advisory Services
North Carolina
$33.6M +$663K +5,213 +2%
PO
98
Private Ocean
California
$33M -$7.73M -60,806 -20%
CIAS
99
CFS Investment Advisory Services
New Jersey
$31.4M +$284K +2,233 +1%
TCM
100
TD Capital Management
Tennessee
$31.2M -$1.25M -9,855 -4%