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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPA
176
Trivium Point Advisory
Connecticut
$8.04M +$3.31M +24,084 +67%
SIA
177
SkyView Investment Advisors
New Jersey
$7.99M +$482K +3,505 +6%
CCP
178
Cardan Capital Partners
Colorado
$7.85M -$35.2K -256 -0.4%
GM
179
GeoWealth Management
Illinois
$7.68M +$8.02M +58,291 New
GSWM
180
Golden State Wealth Management
California
$7.52M +$156K +1,135 +2%
HWAM
181
Hennion & Walsh Asset Management
New Jersey
$7.5M -$250K -1,815 -3%
FIA
182
Foundations Investment Advisors
Arizona
$7.49M +$676K +4,919 +10%
DWM
183
Doyle Wealth Management
Florida
$7.48M +$2.65M +19,275 +51%
Lazard Asset Management
184
Lazard Asset Management
New York
$7.33M +$7.66M +55,673 New
CFG
185
Compton Financial Group
Maryland
$7.23M +$7.55M +54,915 New
FHA
186
First Horizon Advisors
Tennessee
$7.14M +$1.14M +8,271 +18%
FFS
187
Founders Financial Securities
Maryland
$7.06M +$3.4M +24,745 +86%
HIP
188
HUB Investment Partners
Texas
$7.02M +$876K +6,372 +14%
Lido Advisors
189
Lido Advisors
California
$7.02M +$898K +6,534 +14%
BAM
190
Belpointe Asset Management
Nevada
$6.97M +$5.76M +41,876 +380%
CIAS
191
CFS Investment Advisory Services
New Jersey
$6.87M +$7.17M +52,120 New
CAG
192
Csenge Advisory Group
Florida
$6.84M -$1.9M -13,786 -21%
SW
193
StrongBox Wealth
Missouri
$6.78M +$201K +1,462 +3%
AC
194
Apella Capital
Connecticut
$6.59M +$2.15M +15,652 +45%
OIA
195
OneDigital Investment Advisors
Kansas
$6.49M +$125K +911 +2%
FMBTD
196
First Midwest Bank Trust Division
Illinois
$6.47M -$246K -1,791 -4%
WWM
197
Windsor Wealth Management
Indiana
$6.43M +$132K +960 +2%
SMG
198
Smart Money Group
Texas
$6.37M -$1.16M -8,417 -15%
BIM
199
Bridges Investment Management
Nebraska
$6.36M -$245K -1,782 -4%
NA
200
NewEdge Advisors
Louisiana
$6.34M +$1.63M +11,838 +33%