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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMPWP
1201
Alvarez & Marsal Private Wealth Partners
Florida
$379K +$375K +1,909 New
CIR
1202
Clear Investment Research
Georgia
$378K -$1.57K -8 -0.4%
GWM
1203
GSB Wealth Management
Connecticut
$378K +$64.4K +328 +21%
NAMM
1204
NorthStar Asset Management (Massachusetts)
Massachusetts
$377K +$196 +1 +0.1%
NF
1205
Nikulski Financial
Iowa
$377K -$919K -4,676 -71%
FEM
1206
Fulcrum Equity Management
Texas
$375K -$511K -2,601 -58%
LWA
1207
LifeGoal Wealth Advisors
New York
$374K -$23.6K -120 -6%
AWC
1208
Adamsbrown Wealth Consultants
Kansas
$373K +$786 +4 +0.2%
PMFA
1209
Plante Moran Financial Advisors
Michigan
$372K
NPT
1210
Nixon Peabody Trust
Massachusetts
$371K +$367K +1,869 New
BSSFA
1211
Baron Silver Stevens Financial Advisors
Florida
$371K -$229K -1,167 -38%
Koshinski Asset Management
1212
Koshinski Asset Management
Illinois
$370K -$10.6K -54 -3%
CLIP
1213
Colter Lewis Investment Partners
Connecticut
$369K +$365K +1,857 New
CAS
1214
Coppell Advisory Solutions
Texas
$367K +$16.5K +84 +5%
PCA
1215
Pallas Capital Advisors
Massachusetts
$367K -$112K -568 -24%
EFP
1216
Envision Financial Planning
Tennessee
$366K
ST
1217
Smithfield Trust
Pennsylvania
$365K
CPCM
1218
Cardinal Point Capital Management
Ontario, Canada
$364K
CWG
1219
Cornerstone Wealth Group
North Carolina
$363K +$36.7K +187 +11%
UBP
1220
Union Bancaire Privee
Switzerland
$363K
HPC
1221
Hobart Private Capital
North Carolina
$362K +$34.6K +176 +11%
FFC
1222
Frederick Financial Consultants
Maryland
$361K +$196 +1 +0.1%
LCWP
1223
Legacy Capital Wealth Partners
Arkansas
$361K +$27.5K +140 +8%
LSWP
1224
Liberty Square Wealth Partners
Pennsylvania
$361K -$41.9K -213 -10%
CFS
1225
Commonwealth Financial Services
West Virginia
$359K -$19.3K -98 -5%