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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
1051
Independent Advisor Alliance
North Carolina
$367K
SIMG
1052
Sonora Investment Management Group
Arizona
$364K +$352K +2,031 New
W
1053
Wealthquest
Ohio
$363K
KFI
1054
Key Financial Inc
Pennsylvania
$361K
PWM
1055
Provident Wealth Management
Tennessee
$361K
HPC
1056
Hobart Private Capital
North Carolina
$358K +$32.1K +185 +10%
ACM
1057
Advance Capital Management
Michigan
$356K -$90.9K -524 -21%
AWM
1058
Aprio Wealth Management
Georgia
$354K
WPP
1059
Whalerock Point Partners
Rhode Island
$354K
WMA
1060
Wealth Management Associates
New Jersey
$353K -$6.94K -40 -2%
AWC
1061
Adamsbrown Wealth Consultants
Kansas
$351K +$9.02K +52 +3%
MFG
1062
Mosaic Financial Group
Illinois
$351K
KA
1063
Klingman & Associates
New York
$350K +$6.76K +39 +2%
MA
1064
Montag & Associates
Georgia
$347K
CFA
1065
CWS Financial Advisors
Michigan
$344K
Fisher Asset Management
1066
Fisher Asset Management
Washington
$344K -$3.99K -23 -1%
ZF
1067
Zhang Financial
Michigan
$343K +$173 +1 +0.1%
PMFA
1068
Plante Moran Financial Advisors
Michigan
$343K +$38K +219 +13%
EW
1069
Evoke Wealth
California
$342K +$331K +1,909 New
HAS
1070
HBW Advisory Services
California
$341K -$360K -2,077 -52%
CWS
1071
Confluence Wealth Services
Pennsylvania
$341K -$43.7K -252 -12%
FIS
1072
Fischer Investment Strategies
California
$338K +$327K +1,887 New
HTHT
1073
Hemenway Trust Hemenway Trust
New Hampshire
$338K
SIC
1074
Salem Investment Counselors
North Carolina
$337K
APW
1075
Acima Private Wealth
Virginia
$335K