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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
126
Hengehold Capital Management
Ohio
$24.1M +$7.73M +60,779 +52%
BFPW
127
BOK Financial Private Wealth
Colorado
$24M -$1.08M -8,523 -5%
SW
128
SteelPeak Wealth
California
$23.9M +$191K +1,503 +0.9%
Truist Financial
129
Truist Financial
North Carolina
$23.8M +$1.96M +15,372 +10%
KAS
130
Kestra Advisory Services
Texas
$23.1M +$12.2M +95,800 +127%
AAS
131
Avantax Advisory Services
Texas
$22.9M +$4.83M +37,958 +29%
CG
132
CFO4Life Group
Texas
$22.8M -$1.07M -8,390 -5%
MSWMA
133
Market Street Wealth Management Advisors
Indiana
$22.7M +$1.06M +8,327 +5%
PCA
134
Prosperity Capital Advisors
Ohio
$22.7M +$2.32M +18,213 +12%
BWM
135
Baystate Wealth Management
Massachusetts
$22.6M +$778K +6,113 +4%
RW
136
RVW Wealth
California
$22.5M -$6.79M -53,409 -24%
Two Sigma Investments
137
Two Sigma Investments
New York
$22.5M +$21.2M +166,500 New
TWM
138
Tanglewood Wealth Management
Texas
$22.1M -$83.4K -656 -0.4%
CSWG
139
Cardinal Strategic Wealth Guidance
Kentucky
$21.8M +$91.5K +719 +0.4%
ACM
140
Armbruster Capital Management
New York
$21.6M -$26.3K -207 -0.1%
SWP
141
Summit Wealth Partners
Florida
$21.4M -$687K -5,398 -3%
JAG
142
Journey Advisory Group
Kentucky
$21.3M -$504K -3,962 -2%
SWA
143
Sax Wealth Advisors
New Jersey
$21M +$942K +7,405 +5%
IWS
144
Insight Wealth Strategies
California
$20.9M -$311K -2,446 -2%
HSG
145
Helen Stephens Group
Texas
$20.4M +$924K +7,264 +5%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$20.2M +$1.6M +12,601 +9%
Mariner
147
Mariner
Kansas
$19.7M +$2.56M +20,156 +16%
CA
148
Centerpoint Advisors
Massachusetts
$19.6M +$367K +2,882 +2%
BRWA
149
B. Riley Wealth Advisors
Florida
$19.3M +$784K +6,162 +4%
I
150
INVST
Indiana
$19.1M +$2.79M +21,944 +18%