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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$54.6M -$2.54M -14,629 -5%
BWM
102
Baron Wealth Management
Michigan
$54.5M -$842K -4,855 -2%
SPIA
103
Steward Partners Investment Advisory
New York
$54.1M +$2.4M +13,824 +5%
SHJ
104
Sharkey, Howes & Javer
Colorado
$53.6M +$4.2M +24,209 +9%
GA
105
Goldstein Advisors
Wisconsin
$50.6M +$48.5M +279,535 +11,177%
CA
106
Cambridge Associates
Massachusetts
$50.5M
GT
107
Glenmede Trust
Pennsylvania
$50.4M +$4.08M +23,542 +9%
FWIA
108
Fort Washington Investment Advisors
Ohio
$49M +$3.54M +20,405 +8%
AI
109
Atria Investments
North Carolina
$47.7M +$1.17M +6,737 +3%
RWP
110
RWA Wealth Partners
Massachusetts
$47.6M +$595K +3,432 +1%
SA
111
Scarborough Advisors
Maryland
$47.5M +$4.42M +25,481 +11%
SWP
112
Stratos Wealth Partners
Ohio
$47.1M +$5.38M +31,013 +13%
PWMAG
113
Pinnacle Wealth Management Advisory Group
New Jersey
$46.1M +$1.73M +9,996 +4%
OCBCO
114
Oversea-Chinese Banking Corp (OCBC)
Singapore
$45.6M +$2.06M +11,849 +5%
CW
115
CreativeOne Wealth
Kansas
$45.3M +$13.3M +76,472 +43%
AAS
116
Ameritas Advisory Services
Nebraska
$44.2M -$22K -127 -0.1%
AllianceBernstein
117
AllianceBernstein
Tennessee
$43.8M +$1.33M +7,668 +3%
4WM
118
49 Wealth Management
Texas
$43.8M +$11.8M +67,967 +39%
MPW
119
MA Private Wealth
California
$43.4M -$6.91M -39,866 -14%
HCA
120
Heck Capital Advisors
Wisconsin
$43.1M +$1.24M +7,136 +3%
LWA
121
Lineweaver Wealth Advisors
Ohio
$43M +$843K +4,860 +2%
CL
122
Choreo LLC
Illinois
$42M -$688K -3,966 -2%
EB
123
Eastern Bank
Massachusetts
$40.1M +$23.8M +137,174 +158%
DWM
124
Dynasty Wealth Management
Florida
$40.1M -$39.7M -228,849 -50%
SWA
125
Strategies Wealth Advisors
Michigan
$39.9M +$1.7M +9,798 +5%