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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
1226
Black Diamond Financial
Maryland
$260K +$32.2K +177 +14%
SYBT
1227
Stock Yards Bank & Trust
Kentucky
$259K -$12.9K -71 -5%
AFAS
1228
Acorn Financial Advisory Services
Virginia
$253K -$8.17K -45 -3%
SFS
1229
Symphony Financial Services
Ohio
$252K -$8.36K -46 -3%
UCB
1230
United Community Bank
South Carolina
$251K +$256K +1,410 New
ZIM
1231
Zacks Investment Management
Illinois
$250K +$23.1K +127 +10%
OCM
1232
Orion Capital Management
California
$250K
CCMG
1233
Clark Capital Management Group
Pennsylvania
$249K -$32.3K -178 -11%
Koshinski Asset Management
1234
Koshinski Asset Management
Illinois
$249K -$10.4K -57 -4%
CNB
1235
Camden National Bank
Maine
$249K -$29.8K -164 -10%
CPCM
1236
Cardinal Point Capital Management
Ontario, Canada
$249K
EWM
1237
Evermay Wealth Management
Virginia
$246K
MA
1238
Mosaic Advisors
Texas
$246K +$251K +1,383 New
DCA
1239
DSG Capital Advisors
Minnesota
$246K +$251K +1,380 New
EWA
1240
Evolution Wealth Advisors
Florida
$245K
SP
1241
Sequent Planning
Nebraska
$244K +$15.3K +84 +7%
AWM
1242
Able Wealth Management
New Jersey
$244K -$7.45K -41 -3%
BOSSRA
1243
B.O.S.S. Retirement Advisors
Utah
$242K +$246K +1,357 New
LEFP
1244
Leading Edge Financial Planning
Tennessee
$239K
PWP
1245
Prasad Wealth Partners
Ohio
$238K +$243K +1,339 New
TI
1246
Truepoint Inc
Ohio
$234K +$239K +1,316 New
PWM
1247
PBMares Wealth Management
Virginia
$234K +$2.36K +13 +1%
PCM
1248
Permanent Capital Management
Illinois
$233K +$238K +1,310 New
FWP
1249
Falcon Wealth Planning
California
$233K -$26.9K -148 -10%
MCM
1250
Morton Capital Management
California
$233K +$182 +1 +0.1%