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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
G
976
GenTrust
Florida
$605K – – –
SNWA
977
Siligmueller & Norvid Wealth Advisors
Illinois
$599K +$611K +3,362 New
PAM
978
Palisade Asset Management
Minnesota
$598K – – –
WLIM
979
White Lighthouse Investment Management
Massachusetts
$597K -$4.72K -26 -0.8%
FCI
980
Financial Counselors Inc
Kansas
$593K -$50.9K -280 -8%
MC
981
Moors & Cabot
Massachusetts
$587K +$25.8K +142 +4%
TA
982
TrueWealth Advisors
Alabama
$587K +$36.7K +202 +7%
SFSG
983
Sound Financial Strategies Group
Mississippi
$585K -$225K -1,239 -27%
PFA
984
Pinnacle Family Advisors
Missouri
$580K -$9.08K -50 -2%
Pallas Capital Advisors
985
Pallas Capital Advisors
Massachusetts
$578K -$5.81K -32 -1%
Migdal Insurance & Financial Holdings
986
Migdal Insurance & Financial Holdings
Israel
$576K -$126K -694 -18%
VFPW
987
Vantage Financial Partners (Wisconsin)
Wisconsin
$574K -$472K -2,600 -45%
GJWM
988
Gilliland Jeter Wealth Management
Arkansas
$573K +$141K +774 +32%
IAIM
989
International Assets Investment Management
Florida
$572K +$585K +3,223 New
LSIA
990
LaSalle St. Investment Advisors
Illinois
$572K +$42.5K +234 +8%
HFO
991
Heritage Family Offices
Arizona
$569K +$69K +380 +13%
S
992
Sachetta
Massachusetts
$567K +$3.09K +17 +0.5%
OWA
993
Octavia Wealth Advisors
Ohio
$566K +$20.5K +113 +4%
Larson Financial Group
994
Larson Financial Group
Missouri
$563K -$62.5K -344 -10%
OWM
995
Opes Wealth Management
California
$562K +$573K +3,156 New
ML
996
McAdam LLC
Pennsylvania
$557K -$66.3K -365 -10%
OLVIG
997
Oliver Lagore Vanvalin Investment Group
Michigan
$555K -$1.82K -10 -0.3%
AIM
998
Anchor Investment Management
South Carolina
$552K – – –
GA
999
Geller Advisors
New York
$549K – – –
PWPS
1000
Pinnacle Wealth Planning Services
Ohio
$549K +$560K +3,083 New