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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPPG
976
New England Professional Planning Group
Rhode Island
$775K +$1K +5 +0.1%
GJWM
977
Gilliland Jeter Wealth Management
Arkansas
$773K +$90.4K +451 +13%
HWA
978
HCR Wealth Advisors
California
$766K -$5.01K -25 -0.6%
BCM
979
Beck Capital Management
Texas
$762K -$34.7K -173 -4%
PWM
980
Paulson Wealth Management
Illinois
$761K
NCM
981
NCM Capital Management
New Jersey
$756K
TNA
982
True North Advisors
Texas
$755K -$24.3K -121 -3%
CTWM
983
Cherry Tree Wealth Management
Minnesota
$755K
CBU
984
CIBC Bancorp USA
Illinois
$754K +$787K +3,928 New
IAP
985
Indie Asset Partners
Indiana
$752K +$65.7K +328 +9%
WEG
986
World Equity Group
Illinois
$752K +$58.1K +290 +8%
WJA
987
Willis Johnson & Associates
Texas
$749K +$401 +2 +0.1%
TBA
988
Tower Bridge Advisors
Pennsylvania
$748K +$782K +3,900 New
TFP
989
TrueWealth Financial Partners
Washington
$746K +$779K +3,887 New
LA
990
Lifeworks Advisors
Michigan
$742K -$113K -564 -13%
First Manhattan
991
First Manhattan
New York
$741K -$192K -958 -20%
RFA
992
Resurgent Financial Advisors
Georgia
$732K +$19K +95 +3%
HIA
993
Harbor Investment Advisory
Maryland
$728K +$104K +519 +16%
EB
994
Emprise Bank
Kansas
$727K +$760K +3,792 New
OPWM
995
Oregon Pacific Wealth Management
Oregon
$723K -$43.5K -217 -5%
Vanguard Advisers Inc
996
Vanguard Advisers Inc
Pennsylvania
$722K +$755K +3,765 New
IIM
997
InTrack Investment Management
Vermont
$719K -$277K -1,383 -27%
TAFW
998
Tred Avon Family Wealth
Maryland
$715K
FCM
999
Firestone Capital Management
Florida
$710K +$1.2K +6 +0.2%
MAWA
1000
Moss Adams Wealth Advisors
Washington
$710K