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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
151
Liberty Wealth Management
California
$16.3M +$15.7M +131,022 New
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$16M -$686K -5,715 -4%
RBA
153
Richard Bernstein Advisors
New York
$15.9M -$1.65M -13,748 -10%
AWE
154
Avidian Wealth Enterprises
Texas
$15.8M +$1.24M +10,302 +9%
PWA
155
Physician Wealth Advisors
Utah
$15.7M +$14.6M +121,292 +2,793%
OWA
156
One Wealth Advisors
California
$15.6M +$15.1M +126,065 New
SF
157
Symphony Financial
Texas
$15.6M -$849K -7,075 -5%
Mariner
158
Mariner
Kansas
$15.6M +$4.22M +35,183 +39%
PFG
159
PAX Financial Group
Texas
$15.6M +$15.1M +125,382 New
HWAM
160
Hennion & Walsh Asset Management
New Jersey
$15.4M -$119K -994 -0.8%
FWIA
161
Fort Washington Investment Advisors
Ohio
$15.4M -$3.03M -25,206 -17%
OAP
162
One Advisory Partners
Kansas
$15.3M +$10.5M +87,584 +243%
CCWA
163
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.3M +$25.1K +209 +0.2%
PA
164
Prism Advisors
California
$14.9M +$161K +1,343 +1%
I
165
INVST
Indiana
$14.9M +$14.4M +119,529 New
CL
166
Choreo LLC
Illinois
$14.8M +$14.3M +119,356 New
HCM
167
Hengehold Capital Management
Ohio
$14.6M -$9.28M -77,298 -40%
KFS
168
Kelly Financial Services
Massachusetts
$14.6M +$14.1M +117,318 +308,732%
RA
169
RFG Advisory
Alabama
$14.5M +$12.8M +106,605 +1,001%
MWP
170
Meridian Wealth Partners
Pennsylvania
$14.5M -$1.66M -13,818 -11%
BFG
171
Buttonwood Financial Group
Missouri
$14.5M +$14M +116,614 New
WCG
172
Weaver Consulting Group
California
$14.4M -$2.41M -20,049 -15%
PFA
173
Pure Financial Advisors
California
$14.1M +$814K +6,778 +6%
CAL
174
Capital Advisors Ltd
Ohio
$13.6M +$7.68K +64 +0.1%
HCP
175
Holt Capital Partners
Texas
$13.6M -$426K -3,545 -3%