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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Beese Fulmer Investment Management
1176
Beese Fulmer Investment Management
Ohio
$420K +$200 +1 +0%
Forvis Mazars Wealth Advisors
1177
Forvis Mazars Wealth Advisors
Missouri
$418K -$9.42K -47 -2%
Aspiriant LLC
1178
Aspiriant LLC
California
$417K -$37.9K -189 -8%
RWM
1179
Riverbend Wealth Management
South Carolina
$417K -$6.82K -34 -2%
SIC
1180
Sterling Investment Counsel
New York
$412K -$49.9K -249 -10%
Grimes & Company
1181
Grimes & Company
Massachusetts
$409K +$28.5K +142 +7%
FWP
1182
Forefront Wealth Partners
Texas
$407K -$23.5K -117 -5%
AO
1183
Advisor OS
Illinois
$407K +$425K +2,120 New
SP
1184
Sequent Planning
Nebraska
$406K -$65.7K -328 -13%
LVW Advisors
1185
LVW Advisors
New York
$405K – – –
A
1186
Argentarii
Ohio
$405K – – –
Westside Investment Management
1187
Westside Investment Management
California
$404K – – –
GWM
1188
GSB Wealth Management
Connecticut
$402K +$39.1K +195 +10%
WCM
1189
Winebrenner Capital Management
Kentucky
$401K -$8.82K -44 -2%
Cary Street Partners
1190
Cary Street Partners
Virginia
$401K -$198K -986 -32%
OneAscent Financial Services
1191
OneAscent Financial Services
Alabama
$401K +$80.6K +402 +24%
BCI
1192
Blue Capital Inc
Nebraska
$401K +$13.6K +68 +3%
MassMutual Private Wealth & Trust
1193
MassMutual Private Wealth & Trust
Connecticut
$398K +$9.8K +49 +2%
Clearwater Capital Advisors
1194
Clearwater Capital Advisors
Illinois
$397K -$10.6K -53 -2%
HIM
1195
Hanlon Investment Management
New Jersey
$397K -$23.3K -116 -5%
FF
1196
Frankly Finances
Florida
$396K – – –
Baron Silver Stevens Financial Advisors
1197
Baron Silver Stevens Financial Advisors
Florida
$395K +$38.7K +193 +10%
DAS
1198
Daybright Advisory Services
Florida
$393K +$802 +4 +0.2%
KFP
1199
Kerr Financial Planning
California
$390K -$8.82K -44 -2%
Advisory Alpha
1200
Advisory Alpha
Michigan
$389K -$13.8K -69 -3%