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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1051
Neuberger Berman Group
New York
$601K +$87K +443 +17%
ZF
1052
Zhang Financial
Michigan
$591K +$147K +746 +33%
GWA
1053
Genesis Wealth Advisors
Massachusetts
$589K -$155K -791 -21%
OP
1054
Oath Planning
Oklahoma
$588K +$582K +2,962 New
IPWA
1055
International Private Wealth Advisors
California
$588K -$2.55K -13 -0.4%
TWM
1056
Tolleson Wealth Management
Texas
$587K
OFS
1057
Opus Financial Solutions
Illinois
$587K +$580K +2,953 New
BP
1058
BBR Partners
New York
$585K +$59.3K +302 +11%
VFPW
1059
Vantage Financial Partners (Wisconsin)
Wisconsin
$584K -$8.25K -42 -1%
BBPWM
1060
Blue Bell Private Wealth Management
Pennsylvania
$576K +$234K +1,189 +69%
EWA
1061
Elevate Wealth Advisory
Georgia
$575K -$6.68K -34 -1%
NAS
1062
NWF Advisory Services
California
$575K -$5.89K -30 -1%
NFG
1063
Northbridge Financial Group
Florida
$574K +$568K +2,889 New
PHWM
1064
Palatine Hill Wealth Management
Michigan
$572K +$566K +2,881 New
HFO
1065
Heritage Family Offices
Arizona
$571K +$18.7K +95 +3%
JFGLC
1066
Johnson Financial Group LLC (Colorado)
Colorado
$571K +$226K +1,152 +67%
AB
1067
Atlas Brown
Kentucky
$569K -$4.52K -23 -0.8%
CGPCS
1068
Capital Group Private Client Services
California
$568K
SFC
1069
SYM Financial Corp
Indiana
$565K +$34.2K +174 +7%
PWP
1070
Parkwoods Wealth Partners
New York
$564K -$51.9K -264 -8%
FFG
1071
First Financial Group
North Carolina
$564K +$196 +1 +0%
CWWM
1072
Curry Webb Wealth Management
Indiana
$562K +$556K +2,830 New
IIA
1073
IPG Investment Advisors
California
$560K
JGIA
1074
Jackson Grant Investment Advisers
Connecticut
$558K +$1.38K +7 +0.2%
4PL
1075
46 Peaks LLC
Pennsylvania
$555K +$549K +2,796 New