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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1026
HCR Wealth Advisors
California
$505K +$229K +1,260 +80%
ARC
1027
Advisor Resource Council
Texas
$501K +$512K +2,816 New
EWA
1028
Elevate Wealth Advisory
Georgia
$501K +$132K +724 +35%
OWP
1029
ORG Wealth Partners
Texas
$498K -$213K -1,170 -30%
LT
1030
Legacy Trust
Michigan
$494K
VW
1031
Veridan Wealth
Oregon
$494K +$491K +2,705 New
GBWM
1032
Granite Bay Wealth Management
New Hampshire
$493K -$29.4K -162 -6%
TW
1033
TritonPoint Wealth
Maryland
$493K -$19.6K -108 -4%
WA
1034
Waddell & Associates
Tennessee
$488K -$16.3K -90 -3%
RG
1035
Rathbones Group
United Kingdom
$486K -$38.3K -211 -7%
DIM
1036
Delta Investment Management
California
$483K +$3.63K +20 +0.7%
Squarepoint
1037
Squarepoint
New York
$482K -$511K -2,815 -51%
AWM
1038
Avior Wealth Management
Nebraska
$480K +$115K +634 +31%
FA
1039
Fermata Advisors
California
$480K -$363 -2 -0.1%
SFC
1040
SYM Financial Corp
Indiana
$480K +$4.54K +25 +0.9%
JGIA
1041
Jackson Grant Investment Advisers
Connecticut
$479K +$1.27K +7 +0.3%
BHPW
1042
Beverly Hills Private Wealth
California
$479K -$50.3K -277 -9%
CWC
1043
Carolinas Wealth Consulting
North Carolina
$478K +$1.27K +7 +0.3%
AB
1044
Atlas Brown
Kentucky
$476K +$1.45K +8 +0.3%
KAM
1045
Kraft Asset Management
Tennessee
$474K
DI
1046
Disciplined Investments
Oklahoma
$471K
JWM
1047
JPL Wealth Management
Colorado
$471K +$480K +2,642 New
BP
1048
BBR Partners
New York
$470K
VFG
1049
Victory Financial Group
Texas
$463K +$472K +2,599 New
HCA
1050
Horan Capital Advisors
Ohio
$462K