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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1251
Coppell Advisory Solutions
Texas
$249K +$237K +1,373 New
GG
1252
Greenwood Gearhart
Arkansas
$249K – – –
GF
1253
Goodman Financial
Texas
$247K – – –
PWP
1254
Prasad Wealth Partners
Ohio
$246K +$518 +3 +0.2%
SFS
1255
Symphony Financial Services
Ohio
$245K -$13.5K -78 -6%
AIM
1256
Archer Investment Management
Texas
$244K +$231K +1,337 New
NAM
1257
NorthCrest Asset Manangement
Minnesota
$244K +$227K +1,317 New
GWM
1258
GSB Wealth Management
Connecticut
$244K +$230K +1,332 New
Members Trust
1259
Members Trust
Florida
$243K +$5.52K +32 +2%
FDW
1260
Fourth Dimension Wealth
Ohio
$242K -$90.6K -525 -28%
MCM
1261
Morton Capital Management
California
$240K -$9.32K -54 -4%
VP
1262
Verum Partners
North Carolina
$239K -$518 -3 -0.2%
FWP
1263
Falcon Wealth Planning
California
$239K – – –
NA
1264
Nordwand Advisors
Pennsylvania
$239K +$226K +1,308 New
CFS
1265
Cannon Financial Strategists
Georgia
$238K – – –
FTUS
1266
Flow Traders U.S.
New York
$237K -$10.8M -62,703 -98%
FIM
1267
FWL Investment Management
Texas
$237K -$47.8K -277 -18%
KFP
1268
KMG Fiduciary Partners
Ohio
$234K -$15.9K -92 -7%
EI
1269
Ethic Inc
New York
$233K – – –
CPW
1270
Cove Private Wealth
New York
$231K +$218K +1,265 New
CGPCS
1271
Capital Group Private Client Services
California
$229K +$216K +1,251 New
MHR
1272
Matthew Hamilton Rosenberg
$227K – – –
OWMIAS
1273
One Wealth Management Investment & Advisory Services
Florida
$227K -$5K -29 -2%
BB
1274
Bell Bank
North Dakota
$227K +$214K +1,239 New
MAG
1275
M3 Advisory Group
Massachusetts
$226K – – –