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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
176
Transcend Capital Advisors
New Jersey
$8.08M +$89.1K +648 +1%
TPA
177
Trivium Point Advisory
Connecticut
$8.04M +$3.31M +24,084 +67%
SIA
178
SkyView Investment Advisors
New Jersey
$7.99M +$482K +3,505 +6%
CCP
179
Cardan Capital Partners
Colorado
$7.85M -$35.2K -256 -0.4%
GM
180
GeoWealth Management
Illinois
$7.68M +$8.02M +58,291 New
GSWM
181
Golden State Wealth Management
California
$7.52M +$156K +1,135 +2%
HWAM
182
Hennion & Walsh Asset Management
New Jersey
$7.5M -$250K -1,815 -3%
FIA
183
Foundations Investment Advisors
Arizona
$7.49M +$676K +4,919 +10%
DWM
184
Doyle Wealth Management
Florida
$7.48M +$2.65M +19,275 +51%
Lazard Asset Management
185
Lazard Asset Management
New York
$7.33M +$7.66M +55,673 New
CFG
186
Compton Financial Group
Maryland
$7.23M +$7.55M +54,915 New
FHA
187
First Horizon Advisors
Tennessee
$7.14M +$1.14M +8,271 +18%
FFS
188
Founders Financial Securities
Maryland
$7.06M +$3.4M +24,745 +86%
HIP
189
HUB Investment Partners
Texas
$7.02M +$876K +6,372 +14%
Lido Advisors
190
Lido Advisors
California
$7.02M +$898K +6,534 +14%
BAM
191
Belpointe Asset Management
Nevada
$6.97M +$5.76M +41,876 +380%
CIAS
192
CFS Investment Advisory Services
New Jersey
$6.87M +$7.17M +52,120 New
CAG
193
Csenge Advisory Group
Florida
$6.84M -$1.9M -13,786 -21%
SW
194
StrongBox Wealth
Missouri
$6.78M +$201K +1,462 +3%
AC
195
Apella Capital
Connecticut
$6.59M +$2.15M +15,652 +45%
OIA
196
OneDigital Investment Advisors
Kansas
$6.49M +$125K +911 +2%
FMBTD
197
First Midwest Bank Trust Division
Illinois
$6.47M -$246K -1,791 -4%
WWM
198
Windsor Wealth Management
Indiana
$6.43M +$132K +960 +2%
SMG
199
Smart Money Group
Texas
$6.37M -$1.16M -8,417 -15%
BIM
200
Bridges Investment Management
Nebraska
$6.36M -$245K -1,782 -4%