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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
1026
Jackson Grant Investment Advisers
Connecticut
$545K +$750 +4 +0.1%
KBFS
1027
Kohmann Bosshard Financial Services
Ohio
$543K +$68.5K +365 +15%
HFO
1028
Heritage Family Offices
Arizona
$541K -$22.1K -118 -4%
RCAG
1029
Rehmann Capital Advisory Group
Michigan
$540K -$39.4K -210 -7%
FF
1030
Farnam Financial
Arizona
$540K -$43.2K -230 -8%
JWM
1031
JGP Wealth Management
Oregon
$534K +$106K +567 +26%
CWMG
1032
Compass Wealth Management (Georgia)
Georgia
$534K -$42K -224 -8%
LIA
1033
LS Investment Advisors
Michigan
$532K
TW
1034
TritonPoint Wealth
Maryland
$531K -$5.82K -31 -1%
GWM
1035
Gibbs Wealth Management
Georgia
$527K -$135K -720 -21%
EB
1036
Exchange Bank
California
$522K +$85K +453 +20%
SFC
1037
SYM Financial Corp
Indiana
$520K
TWM
1038
TCFG Wealth Management
California
$515K -$5.44K -29 -1%
BP
1039
BBR Partners
New York
$514K
CNBTD
1040
Citizens National Bank Trust Department
Mississippi
$507K
LA
1041
Legacy Advisors
Pennsylvania
$505K +$487K +2,597 New
TCOV
1042
Trust Company of Vermont
Vermont
$505K
CIP
1043
Capital Insight Partners
Arizona
$503K +$5.07K +27 +1%
WA
1044
Waddell & Associates
Tennessee
$503K -$10.9K -58 -2%
Neuberger Berman Group
1045
Neuberger Berman Group
New York
$503K +$228K +1,213 +88%
BNP Paribas Financial Markets
1046
BNP Paribas Financial Markets
France
$502K +$126K +673 +35%
FPCP
1047
Fort Point Capital Partners
California
$502K
ZBNA
1048
Zions Bancorporation, National Association
Utah
$501K
HAP
1049
Harbor Asset Planning
Massachusetts
$501K +$1.13K +6 +0.2%
MWA
1050
Monograph Wealth Advisors
California
$500K