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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
1076
Strait & Sound Wealth Management
California
$429K +$32.9K +181 +8%
LIA
1077
LS Investment Advisors
Michigan
$428K – – –
WA
1078
Win Advisors
Florida
$427K +$435K +2,395 New
LWM
1079
Lodestone Wealth Management
Washington
$426K – – –
GAM
1080
Gemmer Asset Management
California
$425K – – –
Fulton Bank
1081
Fulton Bank
Pennsylvania
$424K – – –
WCM
1082
Winebrenner Capital Management
Kentucky
$424K +$432K +2,381 New
TCOV
1083
Trust Company of Vermont
Vermont
$422K -$12.4K -68 -3%
IBOK
1084
Independence Bank of Kentucky
Kentucky
$422K +$40.3K +222 +10%
Forvis Mazars Wealth Advisors
1085
Forvis Mazars Wealth Advisors
Missouri
$417K +$8.72K +48 +2%
EB
1086
Exchange Bank
California
$415K +$26.9K +148 +7%
EP
1087
Edgestream Partners
New Jersey
$414K -$395K -2,174 -48%
LWL
1088
Leo Wealth LLC
Texas
$413K – – –
FFA
1089
Florida Financial Advisors
Florida
$412K +$12K +66 +3%
HOWA
1090
Heritage Oak Wealth Advisors
Florida
$411K +$419K +2,308 New
Manning & Napier Advisors
1091
Manning & Napier Advisors
New York
$410K +$20.2K +111 +5%
FWM
1092
Fairhaven Wealth Management
Illinois
$408K – – –
Badgley Phelps Wealth Managers
1093
Badgley Phelps Wealth Managers
Washington
$407K -$40K -220 -9%
Marex Group
1094
Marex Group
$405K – – –
CA
1095
CapWealth Advisors
Tennessee
$404K – – –
RAS
1096
RPS Advisory Solutions
Kentucky
$402K – – –
ADL
1097
Asset Dedication LLC
California
$402K -$4.36K -24 -1%
AIM
1098
Advyzon Investment Management
Illinois
$396K +$404K +2,226 New
Neuberger Berman Group
1099
Neuberger Berman Group
New York
$393K +$111K +610 +38%
TWM
1100
TCFG Wealth Management
California
$393K +$6.72K +37 +2%