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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EB
101
Eastern Bank
Massachusetts
$57.3M +$8.24M +47,767 +18%
HI
102
Horizon Investments
North Carolina
$56.6M +$49.3M +285,458 +1,192%
SHJ
103
Sharkey, Howes & Javer
Colorado
$55.3M -$181K -1,048 -0.3%
GA
104
Goldstein Advisors
Wisconsin
$54.6M +$648K +3,752 +1%
CW
105
CreativeOne Wealth
Kansas
$52.7M +$1.58M +9,133 +3%
BWM
106
Baron Wealth Management
Michigan
$52.7M -$994K -5,759 -2%
STA
107
Summit Trail Advisors
New York
$52.5M -$13.4M -77,783 -21%
Jones Financial Companies
108
Jones Financial Companies
Missouri
$52.2M +$8.13M +47,135 +20%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$51.7M -$1.09M -6,288 -2%
FWIA
110
Fort Washington Investment Advisors
Ohio
$51.5M +$2.18M +12,642 +5%
PWMAG
111
Pinnacle Wealth Management Advisory Group
New Jersey
$51M +$1.22M +7,046 +3%
B
112
Barings
North Carolina
$50.4M -$2.03M -11,789 -4%
GIM
113
Glenmede Investment Management
Pennsylvania
$49M +$46.3M +268,012 New
SWA
114
Strategies Wealth Advisors
Michigan
$48.8M +$599K +3,469 +1%
AWM
115
Apollon Wealth Management
South Carolina
$48.4M +$899K +5,208 +2%
AAS
116
Avantax Advisory Services
Texas
$48.2M +$1.74M +10,057 +4%
IWA
117
Icon Wealth Advisors
Texas
$48M +$4.32M +25,010 +11%
AG
118
Ascent Group
Virginia
$47.2M +$1.76M +10,204 +4%
IWM
119
IHT Wealth Management
Illinois
$46.1M +$7.17M +41,543 +20%
SA
120
Scarborough Advisors
Maryland
$46M -$2.29M -13,265 -5%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$45.9M +$6.18M +35,805 +17%
AllianceBernstein
122
AllianceBernstein
Tennessee
$45.7M +$7.06M +40,928 +20%
PPFA
123
Provida Pension Fund Administrator
Chile
$44.8M +$7.36M +42,620 +21%
LLWM
124
Life Line Wealth Management
California
$44.8M +$37.3M +216,102 +745%
AF
125
Apexium Financial
Texas
$43.3M +$2.74M +15,901 +7%