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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1201
Provident Wealth Management
Tennessee
$384K
SAM
1202
Strategy Asset Managers
California
$381K -$222K -1,107 -36%
WPP
1203
Whalerock Point Partners
Rhode Island
$379K
Koshinski Asset Management
1204
Koshinski Asset Management
Illinois
$376K +$19.8K +99 +5%
OWA
1205
OakTrust Wealth Advisors
Connecticut
$376K +$802 +4 +0.2%
MFG
1206
Mosaic Financial Group
Illinois
$376K
ANBT
1207
American National Bank & Trust
Texas
$376K
CIA
1208
Cape Investment Advisory
Georgia
$373K +$63.1K +315 +19%
CF
1209
Clarity Financial
Texas
$369K +$38.1K +190 +11%
CFA
1210
CWS Financial Advisors
Michigan
$368K
CW
1211
Channel Wealth
California
$368K +$71.6K +357 +23%
CFP
1212
Catalyst Financial Partners
Massachusetts
$368K +$76.8K +383 +25%
NF
1213
Napier Financial
Massachusetts
$368K +$384K +1,916 New
LWA
1214
LifeGoal Wealth Advisors
New York
$367K +$4.01K +20 +1%
AMPWP
1215
Alvarez & Marsal Private Wealth Partners
Florida
$366K
NAMM
1216
NorthStar Asset Management (Massachusetts)
Massachusetts
$364K
FEM
1217
Fulcrum Equity Management
Texas
$362K
CBA
1218
Coastal Bridge Advisors
Connecticut
$362K +$146K +729 +63%
AWC
1219
Adamsbrown Wealth Consultants
Kansas
$361K +$401 +2 +0.1%
FFC
1220
Frederick Financial Consultants
Maryland
$359K +$10.4K +52 +3%
PC
1221
Payne Capital
Oregon
$358K +$374K +1,867 New
NF
1222
Nikulski Financial
Iowa
$357K -$7.01K -35 -2%
AWM
1223
Apex Wealth Management
New Hampshire
$357K -$15.2K -76 -4%
CLIP
1224
Colter Lewis Investment Partners
Connecticut
$356K
EFP
1225
Envision Financial Planning
Tennessee
$354K