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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Grimes & Company
1226
Grimes & Company
Massachusetts
$238K -$28.3K -158 -10%
EWM
1227
Evermay Wealth Management
Virginia
$237K – – –
CNB
1228
Camden National Bank
Maine
$235K -$4.12K -23 -2%
KFP
1229
KMG Fiduciary Partners
Ohio
$235K +$12.5K +70 +5%
PFA
1230
Professional Financial Advisors
Nebraska
$234K +$245K +1,371 New
MCM
1231
Morton Capital Management
California
$233K +$10.2K +57 +4%
SIAS
1232
Summit Investment Advisory Services
Minnesota
$233K -$38.9K -217 -14%
GG
1233
Greenwood Gearhart
Arkansas
$233K -$44.8K -250 -16%
XTX Topco
1234
XTX Topco
Cayman Islands
$232K +$243K +1,356 New
GF
1235
Goodman Financial
Texas
$231K +$242K +1,353 New
PWP
1236
Prasad Wealth Partners
Ohio
$229K +$537 +3 +0.2%
LEFP
1237
Leading Edge Financial Planning
Tennessee
$229K – – –
GJIA
1238
Glass Jacobson Investment Advisors
Maryland
$227K – – –
CFG
1239
Copley Financial Group
California
$227K +$9.31K +52 +4%
SAM
1240
Secure Asset Management
Michigan
$225K -$43.1K -241 -15%
Fifth Third Wealth Advisors
1241
Fifth Third Wealth Advisors
Ohio
$225K +$17.5K +98 +8%
VP
1242
Verum Partners
North Carolina
$224K +$235K +1,313 New
FWP
1243
Falcon Wealth Planning
California
$224K – – –
HT
1244
Headlands Technologies
Illinois
$224K +$18.8K +105 +9%
Becker Capital Management
1245
Becker Capital Management
Oregon
$223K – – –
WSCM
1246
Wellington Shields Capital Management
New York
$223K +$234K +1,305 New
CFS
1247
Cannon Financial Strategists
Georgia
$222K – – –
Members Trust
1248
Members Trust
Florida
$221K +$232K +1,295 New
MWP
1249
Madison Wealth Partners
Wisconsin
$221K +$231K +1,291 New
CC
1250
Commons Capital
Massachusetts
$220K -$779K -4,350 -77%