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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1126
FLP Wealth Management
Arkansas
$444K -$498K -2,375 -54%
RWM
1127
Riverbend Wealth Management
South Carolina
$444K -$31.5K -150 -7%
Koshinski Asset Management
1128
Koshinski Asset Management
Illinois
$442K +$11.1K +53 +3%
AMPWP
1129
Alvarez & Marsal Private Wealth Partners
Florida
$441K +$21.6K +103 +5%
OWA
1130
Octavia Wealth Advisors
Ohio
$439K -$151K -718 -26%
GPA
1131
Guerra Pan Advisors
New Jersey
$437K -$44K -210 -10%
QWP
1132
Quotient Wealth Partners
Texas
$434K -$123K -585 -23%
WPP
1133
Whalerock Point Partners
Rhode Island
$433K – – –
CF
1134
Clarity Financial
Texas
$433K +$10.5K +50 +3%
CSPIA
1135
Cary Street Partners Investment Advisory
Virginia
$432K -$471K -2,244 -53%
IMT
1136
Investment Management Trust
Massachusetts
$432K -$13K -62 -3%
CCA
1137
Clearwater Capital Advisors
Illinois
$431K -$22.2K -106 -5%
OWA
1138
OakTrust Wealth Advisors
Connecticut
$431K +$839 +4 +0.2%
ANBT
1139
American National Bank & Trust
Texas
$430K – – –
MFG
1140
Mosaic Financial Group
Illinois
$430K – – –
MFG
1141
Magnus Financial Group
New York
$430K -$116K -554 -22%
LF
1142
Lee Financial
Texas
$423K +$404K +1,928 New
LCAM
1143
London & Capital Asset Management
United Kingdom
$422K +$22.2K +106 +6%
CFA
1144
CWS Financial Advisors
Michigan
$421K – – –
NF
1145
Napier Financial
Massachusetts
$420K – – –
LA
1146
LVW Advisors
New York
$420K -$42.2K -201 -10%
EWM
1147
Elevation Wealth Management
Minnesota
$419K -$192K -915 -32%
JMBA
1148
J. M. Brown & Associates
Oklahoma
$419K +$401K +1,910 New
LWA
1149
LifeGoal Wealth Advisors
New York
$419K +$629 +3 +0.2%
MPWT
1150
MassMutual Private Wealth & Trust
Connecticut
$418K -$35.7K -170 -8%