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iShares MSCI USA Quality Factor ETF

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