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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1076
Winebrenner Capital Management
Kentucky
$394K -$13.2K -74 -3%
Forvis Mazars Wealth Advisors
1077
Forvis Mazars Wealth Advisors
Missouri
$392K -$8.59K -48 -2%
Badgley Phelps Wealth Managers
1078
Badgley Phelps Wealth Managers
Washington
$390K – – –
Marex Group
1079
Marex Group
$389K – – –
CA
1080
CapWealth Advisors
Tennessee
$388K – – –
Associated Banc-Corp
1081
Associated Banc-Corp
Wisconsin
$386K +$404K +2,256 New
DWA
1082
Delap Wealth Advisory
Oregon
$385K +$403K +2,253 New
ACA
1083
Aspire Capital Advisors
Washington
$385K -$240K -1,340 -37%
SM
1084
Sensible Money
Arizona
$383K +$17.9K +100 +5%
EB
1085
Exchange Bank
California
$381K -$18.1K -101 -4%
KFI
1086
Key Financial Inc
Pennsylvania
$380K +$7.52K +42 +2%
SM
1087
Sweeney & Michel
California
$379K +$445K +2,487 New
KFG
1088
Kingdom Financial Group
Arizona
$379K +$7.34K +41 +2%
RCAG
1089
Rehmann Capital Advisory Group
Michigan
$379K +$89.7K +501 +29%
TWM
1090
TCFG Wealth Management
California
$377K – – –
GPA
1091
Guerra Pan Advisors
New Jersey
$376K -$66.6K -372 -14%
CIBC World Market
1092
CIBC World Market
Ontario, Canada
$376K +$40.8K +228 +12%
PCM
1093
Permanent Capital Management
Illinois
$375K +$159K +886 +68%
AT
1094
Arlington Trust
Alabama
$375K +$104K +580 +36%
Citizens Financial Group
1095
Citizens Financial Group
Rhode Island
$375K +$537 +3 +0.1%
AF
1096
Advisornet Financial
Minnesota
$372K +$126K +704 +48%
DI
1097
Disciplined Investments
Oklahoma
$372K -$83.8K -468 -18%
VC
1098
Veracity Capital
Georgia
$371K +$72.2K +403 +23%
Advance Capital Management
1099
Advance Capital Management
Michigan
$371K – – –
PTC
1100
Philadelphia Trust Company
Pennsylvania
$368K – – –