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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
1301
Walkner Condon Financial Advisors
Wisconsin
$218K -$8.63K -46 -4%
PMG
1302
ProVise Management Group
Florida
$218K
Luther King Capital Management (LKCM)
1303
Luther King Capital Management (LKCM)
Texas
$216K
APW
1304
Aventura Private Wealth
Florida
$215K
OWMIAS
1305
One Wealth Management Investment & Advisory Services
Florida
$214K -$25.7K -137 -11%
IPW
1306
Impact Partnership Wealth
Georgia
$214K +$206K +1,099 New
ZIM
1307
Zacks Investment Management
Illinois
$213K +$206K +1,096 New
1WA
1308
180 Wealth Advisors
Washington
$212K -$2.06K -11 -1%
BNMT
1309
Bawa N Mallick Trust
New York
$212K +$205K +1,090 New
SIMG
1310
Sonora Investment Management Group
Arizona
$212K +$204K +1,089 New
NEPWA
1311
New England Private Wealth Advisors
Massachusetts
$212K +$375 +2 +0.2%
CNB
1312
Camden National Bank
Maine
$212K -$53.8K -287 -21%
CMI
1313
Clare Market Investments
Texas
$210K +$202K +1,079 New
CT
1314
Clearstead Trust
Maine
$207K -$104K -556 -34%
KHCM
1315
Kirtland Hills Capital Management
Ohio
$207K +$200K +1,065 New
CNBOF
1316
City National Bank of Florida
Florida
$207K +$199K +1,063 New
WC
1317
Whitney & Co
New York
$206K +$199K +1,059 New
AWM
1318
Able Wealth Management
New Jersey
$206K -$7.5K -40 -4%
RIL
1319
Rothschild Investment LLC
Illinois
$206K
GTAM
1320
Global Trust Asset Management
Florida
$205K -$5.63K -30 -3%
MWP
1321
Madison Wealth Partners
Wisconsin
$205K +$198K +1,055 New
TA
1322
Tactive Advisors
Florida
$205K +$198K +1,055 New
GAA
1323
Global Assets Advisory
Florida
$205K +$198K +1,053 New
SPP
1324
Single Point Partners
Massachusetts
$205K -$17.3K -92 -8%
CWM
1325
Collaborative Wealth Management
Florida
$205K +$197K +1,052 New