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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HBWM
1051
Hollow Brook Wealth Management
New York
$246K
BW
1052
Bison Wealth
Georgia
$244K -$12K -77 -5%
PP
1053
Prosperity Planning
Missouri
$244K -$1.72K -11 -0.7%
VT
1054
Vise Technologies
New York
$243K +$231K +1,479 New
EIP
1055
Ellis Investment Partners
Pennsylvania
$241K +$229K +1,463 New
LCGC
1056
Legacy Capital Group California
California
$240K +$228K +1,462 New
Kayne Anderson Rudnick Investment Management
1057
Kayne Anderson Rudnick Investment Management
California
$240K +$40.3K +258 +21%
EB
1058
Exchange Bank
California
$237K +$226K +1,444 New
CDH
1059
Charles D. Hyman
$237K
CTA
1060
Colonial Trust Advisors
South Carolina
$235K +$4.84K +31 +2%
CFG
1061
Citizens Financial Group
Rhode Island
$235K +$625 +4 +0.3%
Koshinski Asset Management
1062
Koshinski Asset Management
Illinois
$234K +$222K +1,422 New
AI
1063
Accredited Investors
Minnesota
$233K +$222K +1,418 New
1WA
1064
180 Wealth Advisors
Washington
$232K +$220K +1,410 New
CAC
1065
Certified Advisory Corp
Florida
$230K +$219K +1,402 New
CPCM
1066
Cardinal Point Capital Management
Ontario, Canada
$230K
MWM
1067
Modera Wealth Management
New Jersey
$228K +$216K +1,385 New
CWM
1068
Calamos Wealth Management
Illinois
$224K -$26.9K -172 -11%
AAMA
1069
Advanced Asset Management Advisors
Ohio
$222K -$6.87K -44 -3%
OFS
1070
OneAscent Financial Services
Alabama
$221K -$39.4K -252 -16%
LEFP
1071
Leading Edge Financial Planning
Tennessee
$221K -$97K -621 -32%
IF
1072
Integrity Financial
Wyoming
$221K +$3.75K +24 +2%
SSB
1073
Sandy Spring Bank
Maryland
$220K +$61.1K +391 +41%
LG
1074
Leuthold Group
Minnesota
$218K +$208K +1,329 New
BCMO
1075
Buckingham Capital Management (Ohio)
Ohio
$216K +$205K +1,314 New