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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFO
976
OneAscent Family Office
Alabama
$784K +$2.16K +11 +0.3%
NCM
977
NCM Capital Management
New Jersey
$782K +$19.6K +100 +3%
GIM
978
Goelzer Investment Management
Indiana
$782K -$78.4K -399 -9%
CTWM
979
Cherry Tree Wealth Management
Minnesota
$782K +$4.91K +25 +0.6%
TFA
980
Transamerica Financial Advisors
Florida
$777K +$3.34K +17 +0.4%
WJA
981
Willis Johnson & Associates
Texas
$775K -$6.68K -34 -0.9%
ACI
982
Alpha Cubed Investments
California
$769K +$156K +795 +26%
AFO
983
Allie Family Office
Florida
$767K
FTS
984
Fifth Third Securities
Ohio
$766K +$117K +595 +18%
NCM
985
Northwest Capital Management
Oregon
$762K -$1.95M -9,901 -72%
NA
986
Novus Advisors
South Carolina
$758K -$7.86K -40 -1%
SWP
987
Semus Wealth Partners
Florida
$756K -$539K -2,744 -42%
CWP
988
Cyndeo Wealth Partners
Florida
$754K -$2.36M -12,001 -76%
BZWA
989
Blue Zone Wealth Advisors
California
$747K +$247K +1,259 +50%
BTW
990
Boston Trust Walden
Massachusetts
$744K -$49.9K -254 -6%
MW
991
MBL Wealth
North Carolina
$743K +$44K +224 +6%
TAFW
992
Tred Avon Family Wealth
Maryland
$741K
RFA
993
Resurgent Financial Advisors
Georgia
$739K -$596K -3,032 -45%
MC
994
Moors & Cabot
Massachusetts
$738K -$39.9K -203 -5%
MAWA
995
Moss Adams Wealth Advisors
Washington
$735K
FCM
996
Firestone Capital Management
Florida
$734K -$196 -1 -0%
DTC
997
Davidson Trust Company
Washington
$726K +$44K +224 +7%
SS
998
Sunbelt Securities
Texas
$723K +$10.2K +52 +1%
EAM
999
Empirical Asset Management
Massachusetts
$722K -$367K -1,867 -34%
WEG
1000
World Equity Group
Illinois
$720K -$920K -4,680 -56%