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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LOWM
1301
Laurel Oak Wealth Management
New Jersey
$280K -$14.2K -71 -5%
DACG
1302
Donor Advised Charitable Giving
California
$280K +$802 +4 +0.3%
NFA
1303
Northwest Financial Advisors
Virginia
$279K +$10.6K +53 +4%
GC
1304
GFG Capital
Florida
$278K -$2.21K -11 -0.8%
MSWA
1305
Marshall & Sterling Wealth Advisors
New York
$276K -$574K -2,863 -67%
IP
1306
Indivisible Partners
Florida
$275K +$23.7K +118 +9%
E
1307
Entelevest
Florida
$275K +$601 +3 +0.2%
NWA
1308
Northwest Wealth Advisors
Washington
$274K +$601 +3 +0.2%
RAS
1309
RPS Advisory Solutions
Kentucky
$273K -$194K -966 -40%
HWM
1310
HBE Wealth Management
Nebraska
$273K +$285K +1,424 New
PWS
1311
Proactive Wealth Strategies
Georgia
$272K +$284K +1,416 New
FWWM
1312
Fiscal Wisdom Wealth Management
Connecticut
$272K +$78.4K +391 +38%
RWM
1313
Revisor Wealth Management
Ohio
$270K -$13.6K -68 -5%
BIP Wealth
1314
BIP Wealth
Georgia
$269K +$64.1K +320 +30%
WCM
1315
WealthBridge Capital Management
Ohio
$268K +$200 +1 +0.1%
BHPW
1316
Beverly Hills Private Wealth
California
$267K +$56.5K +282 +25%
PWP
1317
Prasad Wealth Partners
Ohio
$266K +$7.22K +36 +3%
MWP
1318
Madison Wealth Partners
Wisconsin
$265K -$9.22K -46 -3%
MPW
1319
Magnolia Private Wealth
Pennsylvania
$265K +$277K +1,380 New
SIAS
1320
Summit Investment Advisory Services
Minnesota
$264K +$601 +3 +0.2%
Members Trust
1321
Members Trust
Florida
$264K -$601 -3 -0.2%
MA
1322
MBA Advisors
Pennsylvania
$263K -$802 -4 -0.3%
CFS
1323
Cannon Financial Strategists
Georgia
$262K +$802 +4 +0.3%
RBC
1324
Roble Belko & Company
Pennsylvania
$262K – – –
PFA
1325
Providence Financial Advisors
Kansas
$260K – – –