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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
Sax Wealth Advisors
New Jersey
$28.1M +$3.37M +24,374 +15%
IDA
127
Intelligence Driven Advisers
California
$28.1M -$20.2M -145,655 -44%
SCM
128
Sollinda Capital Management
Florida
$27.2M +$25.6M +185,067 New
FG
129
Foster Group
Iowa
$27.1M
IWA
130
Icon Wealth Advisors
Texas
$26.6M +$25M +180,513 New
GT
131
Glenmede Trust
Pennsylvania
$26.5M +$3.36M +24,285 +16%
AC
132
Apella Capital
Connecticut
$26.3M -$1.82M -13,114 -7%
CIAS
133
CFS Investment Advisory Services
New Jersey
$26.2M -$874K -6,317 -3%
AAS
134
Avantax Advisory Services
Texas
$26.2M +$3.32M +23,966 +16%
BFPW
135
BOK Financial Private Wealth
Colorado
$25.7M -$322K -2,329 -1%
HTC
136
Haverford Trust Company
Pennsylvania
$25.5M +$10.9M +78,560 +83%
CG
137
CFO4Life Group
Texas
$25.4M +$402K +2,901 +2%
PCA
138
Prosperity Capital Advisors
Ohio
$25.3M +$3.58M +25,830 +18%
HCM
139
Hengehold Capital Management
Ohio
$25.3M -$720K -5,202 -3%
HGWM
140
Horst & Graben Wealth Management
Oregon
$25.1M -$176K -1,268 -0.7%
AllianceBernstein
141
AllianceBernstein
Tennessee
$25.1M +$1.94M +14,046 +9%
AAS
142
Ameritas Advisory Services
Nebraska
$25M -$444K -3,204 -2%
BWM
143
Baystate Wealth Management
Massachusetts
$24.9M +$276K +1,997 +1%
TWG
144
The Wealth Group
Minnesota
$24.2M +$21.7M +156,790 New
MFG
145
Merit Financial Group
Georgia
$24.1M +$758K +5,474 +3%
TWM
146
Tanglewood Wealth Management
Texas
$24M +$7.62M +55,057 +51%
AWAG
147
ARS Wealth Advisors Group
Florida
$23.9M +$2.07M +14,964 +10%
HSG
148
Helen Stephens Group
Texas
$23.7M +$1.35M +9,722 +6%
CW
149
CreativeOne Wealth
Kansas
$23.4M -$273K -1,975 -1%
ACM
150
Armbruster Capital Management
New York
$23.4M -$473K -3,419 -2%