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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
151
Fernwood Investment Management
Massachusetts
$367K +$376K +4,434 New
VC
152
Vicus Capital
Pennsylvania
$365K +$154K +1,817 +70%
FA
153
Fortis Advisors
Pennsylvania
$363K +$1.7K +20 +0.5%
HFS
154
HL Financial Services
Kentucky
$357K +$366K +4,314 New
DWM
155
Darwin Wealth Management
Florida
$336K +$14K +165 +4%
GP
156
Geneva Partners
Wisconsin
$331K
PAS
157
Park Avenue Securities
New York
$319K +$335K +3,953 New
Manulife (Manufacturers Life Insurance)
158
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$314K -$550K -6,491 -63%
PAG
159
Private Advisor Group
New Jersey
$308K -$531K -6,271 -63%
PP
160
Prudential plc
United Kingdom
$306K +$314K +3,700 New
SMG
161
Smart Money Group
Texas
$286K +$38K +448 +15%
CCP
162
Cardan Capital Partners
Colorado
$281K +$288K +3,403 New
RBCM
163
Raub Brock Capital Management
California
$265K +$62K +732 +30%
GT
164
Glenmede Trust
Pennsylvania
$231K
ASN
165
Advisory Services Network
Georgia
$223K -$384K -4,526 -63%
Comerica Bank
166
Comerica Bank
Texas
$218K
HCIA
167
Hochman Cole Investment Advisors
Illinois
$208K +$339 +4 +0.2%
BEAM
168
Baker Ellis Asset Management
Washington
$207K
AAMA
169
Advanced Asset Management Advisors
Ohio
$207K +$213K +2,508 New
MFW
170
Mosaic Family Wealth
Missouri
$175K
PA
171
Parallel Advisors
California
$160K
SFM
172
Signet Financial Management
New Jersey
$151K +$155K +1,824 New
GRP
173
Global Retirement Partners
California
$140K +$31.8K +375 +28%
BWP
174
Baldwin Wealth Partners
Massachusetts
$105K
SWP
175
Stratos Wealth Partners
Ohio
$101K +$30.2K +356 +41%