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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FM
126
Family Management
New York
$32.7M -$1.31M -6,251 -4%
DWM
127
Dynasty Wealth Management
Florida
$32.3M -$1.27M -6,068 -4%
PA
128
Parallel Advisors
California
$32.1M +$107K +508 +0.3%
PFPG
129
Pinnacle Financial Partners (Georgia)
Georgia
$31.7M -$702K -3,346 -2%
SWP
130
Stratos Wealth Partners
Ohio
$31.1M +$758K +3,613 +3%
FFA
131
Farther Finance Advisors
California
$30.7M -$12.8M -61,248 -30%
BCA
132
Bitterroot Capital Advisors
Montana
$30.6M +$1.89K +9 +0%
Lido Advisors
133
Lido Advisors
California
$30.5M +$848K +4,042 +3%
HCA
134
Heck Capital Advisors
Wisconsin
$30.4M -$1.82M -8,684 -6%
BFPW
135
BOK Financial Private Wealth
Colorado
$30.2M -$427K -2,036 -1%
CA
136
Centerpoint Advisors
Massachusetts
$29.5M +$199K +949 +0.7%
RW
137
RVW Wealth
California
$28.9M +$87.5K +417 +0.3%
BMCM
138
Bryn Mawr Capital Management
Pennsylvania
$28.7M -$2.5M -11,917 -8%
GHA
139
GW Henssler & Associates
Georgia
$28.7M +$107K +508 +0.4%
CL
140
Choreo LLC
Illinois
$28.5M -$1.28M -6,084 -4%
AIA
141
Aventus Investment Advisors
Florida
$28.1M +$446K +2,127 +2%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$27.5M -$29.2M -139,027 -53%
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$27.3M -$187M -890,580 -88%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$27.2M -$2.93M -13,952 -10%
CFC
145
Client First Capital
California
$27.1M +$1.89K +9 +0%
WA
146
Waverly Advisors
Alabama
$27M -$2.39M -11,401 -8%
LWM
147
Liberty Wealth Management
California
$26.9M
TWM
148
Tanglewood Wealth Management
Texas
$26.4M -$157K -748 -0.6%
SWP
149
Summit Wealth Partners
Florida
$26M -$1.3M -6,185 -5%
IWM
150
IHT Wealth Management
Illinois
$26M -$18.7M -89,241 -43%