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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
1101
Oxinas Partners Wealth Management
Indiana
$429K -$38.7K -206 -9%
GPA
1102
Guerra Pan Advisors
New Jersey
$428K
CFG
1103
Citizens Financial Group
Rhode Island
$428K -$49.7K -265 -11%
CAAS
1104
Capital Asset Advisory Services
Michigan
$426K -$13.9K -74 -3%
BFIM
1105
Beese Fulmer Investment Management
Ohio
$425K +$750 +4 +0.2%
ACM
1106
Advance Capital Management
Michigan
$424K +$1.69K +9 +0.4%
AF
1107
Advisornet Financial
Minnesota
$422K -$40.5K -216 -9%
SIG
1108
Spinnaker Investment Group
California
$422K +$407K +2,170 New
CCA
1109
Clearwater Capital Advisors
Illinois
$416K -$56.1K -299 -12%
WMA
1110
Wealth Management Associates
New Jersey
$416K -$1.31K -7 -0.3%
BHPW
1111
Beverly Hills Private Wealth
California
$415K -$130K -691 -24%
WIM
1112
Westside Investment Management
California
$414K
KA
1113
Klingman & Associates
New York
$411K
A
1114
Argentarii
Ohio
$411K
VFG
1115
Victory Financial Group
Texas
$409K -$45.6K -243 -10%
AL
1116
Aspiriant LLC
California
$409K
MPWT
1117
MassMutual Private Wealth & Trust
Connecticut
$407K +$102K +544 +35%
Russell Investments Group
1118
Russell Investments Group
United Kingdom
$403K +$195K +1,041 +101%
LSWP
1119
Liberty Square Wealth Partners
Pennsylvania
$395K
CFP
1120
Catalyst Financial Partners
Massachusetts
$394K -$30.6K -163 -7%
AT
1121
Arlington Trust
Alabama
$393K -$33.2K -177 -8%
WWM
1122
Waterway Wealth Management
Texas
$391K
DACG
1123
Donor Advised Charitable Giving
California
$391K +$25.7K +137 +7%
LWA
1124
LifeGoal Wealth Advisors
New York
$390K -$222K -1,185 -37%
UF
1125
Univest Financial
Pennsylvania
$390K -$2.44K -13 -0.6%