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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
1226
Sanchez Wealth Management Group
Florida
$268K -$79.7K -462 -24%
Kayne Anderson Rudnick Investment Management
1227
Kayne Anderson Rudnick Investment Management
California
$267K
LEFP
1228
Leading Edge Financial Planning
Tennessee
$267K +$20.7K +120 +9%
IA
1229
IFC Advisors
California
$265K +$250K +1,450 New
MA
1230
MBA Advisors
Pennsylvania
$264K +$250K +1,446 New
ESB
1231
Essex Savings Bank
Connecticut
$263K
GKWIM
1232
Gerber Kawasaki Wealth & Investment Management
California
$263K -$108K -628 -30%
CP
1233
Creekside Partners
California
$261K
SRWM
1234
Shira Ridge Wealth Management
California
$260K +$518 +3 +0.2%
WCM
1235
WealthBridge Capital Management
Ohio
$259K +$245K +1,419 New
TRIA
1236
Trail Ridge Investment Advisors
Colorado
$258K +$23K +133 +10%
SIAG
1237
Safeguard Investment Advisory Group
California
$257K +$243K +1,407 New
BFA
1238
Bragg Financial Advisors
North Carolina
$256K +$242K +1,400 New
RP
1239
Regal Partners
Australia
$256K +$242K +1,400 New
TFCP
1240
Twin Focus Capital Partners
Massachusetts
$256K +$242K +1,400 New
GC
1241
Grimes & Company
Massachusetts
$256K +$518 +3 +0.2%
GC
1242
GFG Capital
Florida
$253K +$32.8K +190 +16%
Schroder Investment Management Group
1243
Schroder Investment Management Group
United Kingdom
$252K +$237K +1,376 New
CNB
1244
Camden National Bank
Maine
$251K
FSC
1245
Full Sail Capital
Oklahoma
$251K -$22.4K -130 -9%
Neuberger Berman Group
1246
Neuberger Berman Group
New York
$251K +$15.5K +90 +7%
PWM
1247
PBMares Wealth Management
Virginia
$250K -$9.84K -57 -4%
SIAS
1248
Summit Investment Advisory Services
Minnesota
$250K +$518 +3 +0.2%
SSC
1249
Syverson Strege & Co
Iowa
$250K +$236K +1,367 New
CAS
1250
Coppell Advisory Solutions
Texas
$249K +$237K +1,373 New