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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ITB
1376
Idaho Trust Bank
Idaho
$229K – – –
MHR
1377
Matthew Hamilton Rosenberg
$228K – – –
TWP
1378
TFO Wealth Partners
Ohio
$228K – – –
NWM
1379
Northwest Wealth Management
Iowa
$226K +$237K +1,180 New
PWAM
1380
Private Wealth Asset Management
Iowa
$226K – – –
CWM
1381
Core Wealth Management
Florida
$226K – – –
KFP
1382
KMG Fiduciary Partners
Ohio
$226K -$1.4K -7 -0.6%
CFAM
1383
Center For Asset Management
Florida
$226K +$601 +3 +0.3%
AWM
1384
Able Wealth Management
New Jersey
$225K +$24.9K +124 +12%
MHC
1385
May Hill Capital
Massachusetts
$224K – – –
BTWM
1386
Baker Tilly Wealth Management
Wisconsin
$223K -$18.6K -93 -7%
CX Institutional
1387
CX Institutional
Indiana
$222K +$401 +2 +0.2%
HWM
1388
Horizon Wealth Management
Illinois
$221K -$1.22M -6,074 -84%
CAN
1389
Capital Advisor Network
Indiana
$221K +$231K +1,150 New
Fayez Sarofim & Co
1390
Fayez Sarofim & Co
Texas
$220K – – –
HTHT
1391
Hemenway Trust Hemenway Trust
New Hampshire
$220K -$1K -5 -0.4%
MWM
1392
Mascoma Wealth Management
New Hampshire
$219K +$120K +600 +110%
AWM
1393
Ariadne Wealth Management
California
$218K – – –
TFG
1394
Team Financial Group
California
$217K +$19.6K +98 +9%
TPWM
1395
Torrey-Payne Wealth Management
California
$216K – – –
CA
1396
Calton & Associates
Florida
$216K +$226K +1,126 New
AA
1397
ArborFi Advisors
Michigan
$214K -$14.2K -71 -6%
Luther King Capital Management (LKCM)
1398
Luther King Capital Management (LKCM)
Texas
$213K – – –
OWA
1399
Opal Wealth Advisors
New York
$213K +$223K +1,112 New
PMG
1400
ProVise Management Group
Florida
$213K +$8.02K +40 +4%