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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1301
SFG Wealth Management
Maryland
$211K +$200K +1,156 New
JWM
1302
JFG Wealth Management
Colorado
$211K +$199K +1,154 New
SYBT
1303
Stock Yards Bank & Trust
Kentucky
$211K -$51.8K -300 -21%
TA
1304
TFG Advisers
Michigan
$211K +$199K +1,152 New
SA
1305
Stewardship Advisors
Pennsylvania
$209K +$198K +1,145 New
SPP
1306
Single Point Partners
Massachusetts
$209K +$197K +1,144 New
RFP
1307
Root Financial Partners
California
$208K +$197K +1,140 New
KAM
1308
Knightsbridge Asset Management
California
$208K +$196K +1,135 New
FA
1309
FSA Advisors
Michigan
$205K +$194K +1,123 New
PMG
1310
ProVise Management Group
Florida
$205K +$193K +1,121 New
VVP
1311
Venture Visionary Partners
Ohio
$205K +$193K +1,120 New
Luther King Capital Management (LKCM)
1312
Luther King Capital Management (LKCM)
Texas
$203K – – –
APW
1313
Aventura Private Wealth
Florida
$202K – – –
1WA
1314
180 Wealth Advisors
Washington
$201K -$26.2K -152 -12%
NEPWA
1315
New England Private Wealth Advisors
Massachusetts
$201K +$187K +1,086 New
AWM
1316
Able Wealth Management
New Jersey
$201K +$189K +1,097 New
GTAM
1317
Global Trust Asset Management
Florida
$198K -$450K -2,610 -71%
EWM
1318
EPG Wealth Management
Georgia
$196K – – –
RIL
1319
Rothschild Investment LLC
Illinois
$193K – – –
Russell Investments Group
1320
Russell Investments Group
United Kingdom
$188K +$20K +116 +13%
NS
1321
NBC Securities
Alabama
$188K -$273K -1,581 -61%
MIA
1322
MeadowBrook Investment Advisors
Michigan
$186K – – –
Q1WB
1323
Quest 10 Wealth Builders
Virginia
$183K -$8.46K -49 -5%
MIA
1324
Milestone Investment Advisors
Wisconsin
$183K – – –
WPWM
1325
Western Pacific Wealth Management
Illinois
$183K – – –