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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
3AM
101
3EDGE Asset Management
Florida
$56.1M -$72.9M -401,387 -56%
SPIA
102
Steward Partners Investment Advisory
New York
$55.1M +$1.38M +7,620 +3%
4WM
103
49 Wealth Management
Texas
$54.4M +$11.2M +61,484 +25%
BWM
104
Baron Wealth Management
Michigan
$54.1M -$79.7K -439 -0.1%
SHJ
105
Sharkey, Howes & Javer
Colorado
$53.6M +$317K +1,743 +0.6%
GA
106
Goldstein Advisors
Wisconsin
$52.5M +$2.3M +12,656 +4%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$52.2M -$2.07M -11,402 -4%
CA
108
Cambridge Associates
Massachusetts
$50.2M
FWIA
109
Fort Washington Investment Advisors
Ohio
$49.4M +$749K +4,121 +2%
PWMAG
110
Pinnacle Wealth Management Advisory Group
New Jersey
$46.9M +$1.12M +6,173 +2%
SWP
111
Stratos Wealth Partners
Ohio
$46.8M +$93.7K +516 +0.2%
SWA
112
Strategies Wealth Advisors
Michigan
$46.2M +$5.2M +28,635 +13%
CW
113
CreativeOne Wealth
Kansas
$45.9M +$968K +5,327 +2%
GT
114
Glenmede Trust
Pennsylvania
$45.7M -$4.41M -24,301 -9%
OCBCO
115
Oversea-Chinese Banking Corp (OCBC)
Singapore
$45.3M -$9.81K -54 -0%
AI
116
Atria Investments
North Carolina
$44.7M -$2.72M -14,978 -6%
MPW
117
MA Private Wealth
California
$43.8M +$674K +3,712 +2%
EB
118
Eastern Bank
Massachusetts
$43M +$3.23M +17,768 +8%
CSWG
119
Cardinal Strategic Wealth Guidance
Kentucky
$42.2M +$3.99M +21,974 +10%
RWP
120
RWA Wealth Partners
Massachusetts
$42M -$5.32M -29,312 -11%
LWA
121
Lineweaver Wealth Advisors
Ohio
$41.7M -$1.01M -5,544 -2%
CL
122
Choreo LLC
Illinois
$41.6M -$420K -2,313 -1%
B
123
Barings
North Carolina
$41.2M +$36.6M +201,270 +672%
CCA
124
Catalyst Capital Advisors
New York
$41.1M +$3.94M +21,718 +10%
MRC
125
Millburn Ridgefield Corp
New York
$41.1M +$3.94M +21,718 +10%