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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIS
1676
Richmond Investment Services
Wisconsin
– -$1.85M -9,671 Closed
WP
1677
WealthPLAN Partners
Nebraska
– -$1.61M -8,403 Closed
PCS
1678
Personal CFO Solutions
New Jersey
– -$1.47M -7,672 Closed
IG
1679
IFS Group
Pennsylvania
– -$1.43M -7,435 Closed
AFW
1680
Avantra Family Wealth
Pennsylvania
– -$1.4M -7,285 Closed
CAM
1681
Capital Asset Management
Colorado
– -$1.36M -7,067 Closed
FI
1682
FWG Investments
Kentucky
– -$1.24M -6,462 Closed
MWA
1683
Merkkuri Wealth Advisors
New York
– -$1.23M -6,396 Closed
WCM
1684
WealthTrak Capital Management
Virginia
– -$1.13M -5,883 Closed
VPF
1685
Vantage Point Financial
Illinois
– -$1.1M -5,717 Closed
SFG
1686
Sovereign Financial Group
Connecticut
– -$1.05M -5,461 Closed
GC
1687
GatePass Capital
Ohio
– -$981K -5,112 Closed
Millennium Management
1688
Millennium Management
New York
– -$954K -4,972 Closed
Calamos Advisors
1689
Calamos Advisors
Illinois
– -$944K -4,920 Closed
RFN
1690
RDA Financial Network
Iowa
– -$804K -4,194 Closed
WJA
1691
Willis Johnson & Associates
Texas
– -$749K -3,904 Closed
TFP
1692
TrueWealth Financial Partners
Washington
– -$746K -3,887 Closed
RFA
1693
Resurgent Financial Advisors
Georgia
– -$732K -3,814 Closed
IIM
1694
InTrack Investment Management
Vermont
– -$719K -3,747 Closed
SWP
1695
Semus Wealth Partners
Florida
– -$697K -3,632 Closed
EW
1696
Evoke Wealth
California
– -$636K -3,317 Closed
HWM
1697
Heirloom Wealth Management
Colorado
– -$619K -3,225 Closed
MWA
1698
MN Wealth Advisors
Kansas
– -$612K -3,189 Closed
4WM
1699
49 Wealth Management
Texas
– -$605K -3,156 Closed
LWPC
1700
Legacy Wealth Partners (Colorado)
Colorado
– -$526K -2,742 Closed