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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citizens Financial Group
1101
Citizens Financial Group
Rhode Island
$390K +$2K +11 +0.5%
KFI
1102
Key Financial Inc
Pennsylvania
$388K +$29.8K +164 +8%
KFG
1103
Kingdom Financial Group
Arizona
$388K -$1.64K -9 -0.4%
Advance Capital Management
1104
Advance Capital Management
Michigan
$386K +$32.9K +181 +9%
MSFS
1105
Main Street Financial Solutions
Pennsylvania
$386K +$394K +2,168 New
Mesirow Financial Investment Management
1106
Mesirow Financial Investment Management
Illinois
$386K -$4.18K -23 -1%
BZWA
1107
Blue Zone Wealth Advisors
California
$385K +$5.63K +31 +1%
PTC
1108
Philadelphia Trust Company
Pennsylvania
$384K +$14.2K +78 +4%
JWM
1109
JGP Wealth Management
Oregon
$383K +$391K +2,151 New
SM
1110
Sensible Money
Arizona
$382K +$545 +3 +0.1%
Klingman & Associates
1111
Klingman & Associates
New York
$376K +$29.6K +163 +8%
A
1112
Argentarii
Ohio
$376K +$384K +2,113 New
LSWP
1113
Liberty Square Wealth Partners
Pennsylvania
$376K +$369K +2,029 New
CAM
1114
CPA Asset Management
Florida
$370K +$182 +1 +0%
UF
1115
Univest Financial
Pennsylvania
$370K -$13.1K -72 -3%
Gerber Kawasaki Wealth & Investment Management
1116
Gerber Kawasaki Wealth & Investment Management
California
$367K -$44.1K -243 -11%
CCM
1117
Carlson Capital Management
Minnesota
$367K – – –
DWAM
1118
Duncan Williams Asset Management
Tennessee
$366K +$374K +2,058 New
AWM
1119
Aprio Wealth Management
Georgia
$366K +$14.2K +78 +4%
CIA
1120
Cape Investment Advisory
Georgia
$362K -$22.2K -122 -6%
PWM
1121
Provident Wealth Management
Tennessee
$358K – – –
HPC
1122
Hobart Private Capital
North Carolina
$355K – – –
CG
1123
Corundum Group
Colorado
$355K +$126K +694 +53%
WMA
1124
Wealth Management Associates
New Jersey
$355K +$4.9K +27 +1%
Curi RMB Capital
1125
Curi RMB Capital
Illinois
$354K -$36.1K -199 -9%