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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
151
Stone House Investment Management
Pennsylvania
$33.5M +$2.48M +14,392 +9%
FFA
152
Farther Finance Advisors
California
$33.3M -$13.1M -75,936 -29%
CG
153
CFO4Life Group
Texas
$32.3M +$251K +1,455 +0.8%
PFA
154
Pettinga Financial Advisors
Indiana
$32.2M +$356K +2,065 +1%
CIAS
155
CFS Investment Advisory Services
New Jersey
$32.1M +$403K +2,337 +1%
BCI
156
Brinker Capital Investments
Pennsylvania
$31.8M +$6.49M +37,587 +28%
BMCM
157
Bryn Mawr Capital Management
Pennsylvania
$31.6M +$1.11M +6,404 +4%
SW
158
SlateStone Wealth
Florida
$31.4M +$2.51M +14,553 +9%
Franklin Resources
159
Franklin Resources
California
$31M -$35.3M -204,468 -55%
MPW
160
MA Private Wealth
California
$30.8M -$14.1M -81,962 -33%
HCA
161
Heck Capital Advisors
Wisconsin
$30.6M -$10.3M -59,484 -26%
AWAG
162
ARS Wealth Advisors Group
Florida
$30.5M +$786K +4,557 +3%
CAL
163
Capital Advisors Ltd
Ohio
$30.2M +$589K +3,411 +2%
SFS
164
Sowell Financial Services
Arkansas
$30.1M -$218K -1,264 -0.8%
TLFA
165
True Link Financial Advisors
California
$29.8M -$8.11M -46,982 -22%
HFA
166
High Falls Advisors
New York
$29.6M -$217K -1,255 -0.8%
CL
167
Choreo LLC
Illinois
$29.4M -$10M -58,107 -27%
ACM
168
Armbruster Capital Management
New York
$29.3M +$1.94M +11,265 +8%
PFA
169
Pure Financial Advisors
California
$29.2M +$3.29M +19,084 +14%
PWM
170
Perigon Wealth Management
California
$28.5M -$1.04M -6,007 -4%
PWA
171
Physician Wealth Advisors
Utah
$28.1M +$1.4M +8,100 +6%
BCM
172
Brookstone Capital Management
Illinois
$28.1M -$3.99M -23,145 -13%
HCP
173
Holt Capital Partners
Texas
$28M +$577K +3,343 +2%
OWA
174
One Wealth Advisors
California
$27.8M +$945K +5,474 +4%
FM
175
Family Management
New York
$27.8M +$600K +3,479 +2%