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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1076
CapWealth Advisors
Tennessee
$498K
AB
1077
Atlas Brown
Kentucky
$497K -$76.8K -366 -14%
KRW
1078
Kaufman Rossin Wealth
Florida
$496K
KIG
1079
Kennedy Investment Group
New Jersey
$495K -$95.8K -457 -17%
JTWM
1080
Jackson Thornton Wealth Management
Alabama
$494K
GAM
1081
Gemmer Asset Management
California
$492K -$6.29K -30 -1%
LNB
1082
Ledyard National Bank
$492K -$6.29K -30 -1%
JFG
1083
JDM Financial Group
Texas
$490K
SM
1084
Sensible Money
Arizona
$490K
CA
1085
COFG Advisors
Illinois
$489K -$18.7K -89 -4%
GC
1086
Grimes & Company
Massachusetts
$487K +$18.5K +88 +4%
NFG
1087
Northbridge Financial Group
Florida
$485K -$91.4K -436 -16%
DWG
1088
Darden Wealth Group
Michigan
$485K -$13.6K -65 -3%
DWM
1089
Drive Wealth Management
Utah
$483K -$54.3K -259 -11%
CSP
1090
Cary Street Partners
Virginia
$483K +$22.6K +108 +5%
LEFP
1091
Leading Edge Financial Planning
Tennessee
$482K -$57.3K -273 -11%
OPWM
1092
Oregon Pacific Wealth Management
Oregon
$482K -$330K -1,573 -42%
GWM
1093
GSB Wealth Management
Connecticut
$480K +$19.3K +92 +4%
AL
1094
Aspiriant LLC
California
$477K
XPN
1095
XY Planning Network
Montana
$477K -$2M -9,527 -81%
SEI Investments
1096
SEI Investments
Pennsylvania
$476K +$455K +2,168 New
A
1097
Argentarii
Ohio
$476K
ABTD
1098
Arvest Bank Trust Division
Oklahoma
$475K +$454K +2,165 New
MCM
1099
Morton Capital Management
California
$475K +$109K +519 +32%
BWA
1100
BCU Wealth Advisors
Illinois
$474K -$1.55M -7,382 -77%