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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1001
FSR Wealth Management
Illinois
$548K +$559K +3,075 New
FFA
1002
Fortune Financial Advisors
Kansas
$545K +$182 +1 +0%
ACP
1003
Aveo Capital Partners
Colorado
$545K +$74.8K +412 +16%
CSPIA
1004
Cary Street Partners Investment Advisory
Virginia
$544K -$13.6K -75 -2%
IA
1005
Inspire Advisors
Idaho
$539K +$28K +154 +5%
CCM
1006
Crew Capital Management
Ohio
$538K +$549K +3,022 New
FF
1007
Farnam Financial
Arizona
$535K -$19.6K -108 -3%
AO
1008
Advisor OS
Illinois
$534K +$152K +838 +39%
MA
1009
MJP Associates
Connecticut
$534K +$152K +838 +39%
FFG
1010
First Financial Group
North Carolina
$533K +$544K +2,995 New
NIA
1011
NIA Impact Advisors
California
$533K – – –
Vanguard Group
1012
Vanguard Group
Pennsylvania
$532K +$82.6K +455 +18%
RIM
1013
Rockbridge Investment Management
New York
$532K – – –
TNA
1014
True North Advisors
Texas
$530K +$540K +2,975 New
PAS
1015
PKS Advisory Services
New York
$529K +$539K +2,970 New
First National Trust
1016
First National Trust
Pennsylvania
$529K -$193K -1,060 -26%
Millennium Management
1017
Millennium Management
New York
$528K -$1.72M -9,464 -76%
MW
1018
Marcum Wealth
Ohio
$527K – – –
Alpha Cubed Investments
1019
Alpha Cubed Investments
California
$524K +$16.5K +91 +3%
Ferguson Wellman Capital Management
1020
Ferguson Wellman Capital Management
Oregon
$524K – – –
WWM
1021
Waterway Wealth Management
Texas
$521K – – –
EWA
1022
Etesian Wealth Advisors
Oregon
$521K +$8.17K +45 +2%
PCG
1023
Prosperity Consulting Group
Maryland
$519K -$1.32M -7,272 -71%
IPWA
1024
International Private Wealth Advisors
California
$516K +$527K +2,900 New
FA
1025
Fiduciary Alliance
South Carolina
$512K -$21.8K -120 -4%