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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCG
101
Weaver Consulting Group
California
$18.7M +$547K +4,270 +3%
CA
102
Centerpoint Advisors
Massachusetts
$18.1M +$415K +3,236 +2%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$18M +$3.91M +30,534 +29%
SRC
104
Shufro Rose & Co
New York
$17.6M -$306K -2,384 -2%
SWA
105
Sax Wealth Advisors
New Jersey
$17.5M +$697K +5,437 +4%
ACM
106
Armbruster Capital Management
New York
$17.4M +$632K +4,933 +4%
RWP
107
Reliant Wealth Planning
Kentucky
$17.3M +$353K +2,757 +2%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$17M +$2.37M +18,473 +17%
MWP
109
Meridian Wealth Partners
Pennsylvania
$16.8M -$133K -1,034 -0.8%
MHS
110
M Holdings Securities
Oregon
$15.9M +$7.5M +58,491 +96%
MCWS
111
McKinley Carter Wealth Services
West Virginia
$15.8M -$14.5M -113,217 -49%
SCM
112
Stonehearth Capital Management
Massachusetts
$15M +$459K +3,577 +3%
BWA
113
BDO Wealth Advisors
Florida
$14.9M +$234K +1,822 +2%
AF
114
Apexium Financial
Texas
$14.8M +$2.54M +19,804 +22%
OWM
115
Orgel Wealth Management
Wisconsin
$14.6M +$389K +3,034 +3%
PWMAG
116
Pinnacle Wealth Management Advisory Group
New Jersey
$14.6M +$471K +3,675 +3%
AIP
117
Almanack Investment Partners
Pennsylvania
$14.4M -$365K -2,847 -3%
SP
118
Symmetry Partners
Connecticut
$14.4M +$907K +7,072 +7%
BCM
119
Brookstone Capital Management
Illinois
$14.1M +$4.2M +32,729 +46%
MPW
120
MA Private Wealth
California
$14M -$257K -2,006 -2%
MCA
121
Magnolia Capital Advisors
Mississippi
$14M +$13.5M +105,035 New
Truist Financial
122
Truist Financial
North Carolina
$13.9M -$4.54M -35,384 -25%
WFA
123
Wells Financial Advisors
Massachusetts
$13.7M -$53.2K -415 -0.4%
HCP
124
Holt Capital Partners
Texas
$13.6M +$1.29M +10,085 +11%
IB
125
Intrust Bank
Kansas
$13.5M +$195K +1,522 +2%