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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1126
Sterling Financial Planning
New Jersey
$275K -$2.25K -13 -0.8%
OPWM
1127
Oxinas Partners Wealth Management
Indiana
$274K +$347 +2 +0.1%
PWA
1128
Pillar Wealth Advisors
Pennsylvania
$274K -$5.56M -32,040 -95%
APWA
1129
Atlas Private Wealth Advisors
New Jersey
$274K +$11.8K +68 +5%
SYBT
1130
Stock Yards Bank & Trust
Kentucky
$273K +$12.3K +71 +5%
FSC
1131
Full Sail Capital
Oklahoma
$270K
FFA
1132
Founders Financial Alliance
North Carolina
$268K +$93.8K +541 +57%
CAS
1133
Coppell Advisory Solutions
Texas
$268K -$30.9K -178 -11%
CHA
1134
Carmichael Hill & Associates
Maryland
$268K +$4.86K +28 +2%
LW
1135
Linscomb Wealth
Texas
$267K
ESB
1136
Essex Savings Bank
Connecticut
$267K
Luther King Capital Management (LKCM)
1137
Luther King Capital Management (LKCM)
Texas
$266K
NB
1138
NBT Bank
New York
$264K +$146K +844 +135%
AFAS
1139
Acorn Financial Advisory Services
Virginia
$263K -$3.99K -23 -2%
Kayne Anderson Rudnick Investment Management
1140
Kayne Anderson Rudnick Investment Management
California
$262K
SFS
1141
Symphony Financial Services
Ohio
$262K -$8.32K -48 -3%
Koshinski Asset Management
1142
Koshinski Asset Management
Illinois
$261K -$66.6K -384 -21%
FWP
1143
Falcon Wealth Planning
California
$261K -$26.4K -152 -9%
BMWM
1144
Brown Miller Wealth Management
Virginia
$259K -$220K -1,269 -47%
CWMS
1145
Cannon Wealth Management Services
North Carolina
$257K +$249K +1,435 New
CSWM
1146
Cassady Schiller Wealth Management
Ohio
$254K
AWM
1147
Able Wealth Management
New Jersey
$253K -$32.1K -185 -12%
OCM
1148
Orion Capital Management
California
$252K -$28.1K -162 -10%
CPCM
1149
Cardinal Point Capital Management
Ontario, Canada
$250K
EWM
1150
Evermay Wealth Management
Virginia
$248K +$27.9K +161 +13%