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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFC
1226
Klingenstein Fields & Co
New York
$341K – – –
FRA
1227
Frank Rimerman Advisors
California
$340K – – –
TCM
1228
Traynor Capital Management
Pennsylvania
$338K +$41.5K +198 +15%
VW
1229
Vantus Wealth
Pennsylvania
$337K +$322K +1,534 New
CFGW
1230
Chancellor Financial Group WB
Pennsylvania
$337K +$3.98K +19 +1%
PRTG
1231
Post Resch Tallon Group
New York
$336K – – –
CA
1232
Chatterton & Associates
California
$336K -$2.34M -11,163 -88%
ACS
1233
Archford Capital Strategies
Illinois
$336K – – –
BA
1234
Bluesphere Advisors
Pennsylvania
$336K – – –
PWAM
1235
Private Wealth Asset Management
Iowa
$336K +$73.6K +351 +30%
SGCM
1236
Sanchez Gaunt Capital Management
Nevada
$335K -$710K -3,384 -69%
ZIM
1237
Zacks Investment Management
Illinois
$334K -$201K -958 -39%
CNB
1238
Camden National Bank
Maine
$329K +$56.4K +269 +22%
TFO
1239
Timonier Family Office
North Carolina
$329K +$314K +1,499 New
SWMG
1240
Sanchez Wealth Management Group
Florida
$327K +$43.4K +207 +16%
HPC
1241
HM Payson & Co
Maine
$327K +$139K +664 +80%
VDC
1242
Van Diest Capital
Iowa
$327K -$20.3K -97 -6%
WWM
1243
Walser Wealth Management
Florida
$325K +$310K +1,480 New
WIM
1244
Westside Investment Management
California
$324K -$130K -620 -30%
EWA
1245
Exit Wealth Advisors
Georgia
$324K +$629 +3 +0.2%
CP
1246
Creekside Partners
California
$323K – – –
SWM
1247
SigFig Wealth Management
California
$323K -$4.9M -23,348 -94%
Balyasny Asset Management
1248
Balyasny Asset Management
Illinois
$322K +$308K +1,469 New
DACG
1249
Donor Advised Charitable Giving
California
$321K +$419 +2 +0.1%
NWA
1250
Northwest Wealth Advisors
Washington
$320K +$6.29K +30 +2%