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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
1001
Evoke Wealth
California
$720K -$204K -1,039 -22%
4WM
1002
4J Wealth Management
Virginia
$716K
IAP
1003
Indie Asset Partners
Indiana
$713K +$71.1K +362 +11%
NCM
1004
Northside Capital Management
Oregon
$712K
GJWM
1005
Gilliland Jeter Wealth Management
Arkansas
$711K -$157K -800 -18%
AT
1006
Adelphi Trust
Florida
$708K +$701K +3,567 New
WMWM
1007
Wilkins Miller Wealth Management
Alabama
$705K -$74.5K -379 -10%
TC
1008
TFR Capital
Texas
$703K +$12.6K +64 +2%
MWA
1009
MN Wealth Advisors
Kansas
$699K -$462K -2,351 -40%
CAM
1010
Clark Asset Management
New Hampshire
$694K +$687K +3,495 New
S
1011
SignatureFD
Georgia
$691K +$560K +2,849 +452%
FGA
1012
Fortis Group Advisors
New Jersey
$686K +$170K +867 +34%
PFA
1013
Pinnacle Family Advisors
Missouri
$684K -$94.7K -482 -12%
CFB
1014
Cullen/Frost Bankers
Texas
$683K -$13.8K -70 -2%
FFG
1015
Fortress Financial Group
Minnesota
$682K +$1.97K +10 +0.3%
PPA
1016
Painted Porch Advisors
California
$682K
OWP
1017
ORG Wealth Partners
Texas
$681K +$27.9K +142 +4%
FNWM
1018
Financial Network Wealth Management
Utah
$680K
EWM
1019
Elevation Wealth Management
Minnesota
$679K +$672K +3,418 New
G
1020
GenTrust
Florida
$675K
BWL
1021
Bogart Wealth LLC
Virginia
$670K -$341K -1,736 -34%
Kovitz Investment Group Partners
1022
Kovitz Investment Group Partners
Illinois
$669K -$68M -346,165 -99%
PAM
1023
Palisade Asset Management
Minnesota
$668K
PA
1024
Procyon Advisors
Connecticut
$668K +$2.16K +11 +0.3%
OFG
1025
Oxford Financial Group
Indiana
$666K -$52.7K -268 -7%