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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
176
Tradition Wealth Management
Minnesota
$8.54M +$455K +4,012 +6%
MWA
177
Motive Wealth Advisors
Michigan
$8.52M +$284K +2,503 +3%
CF
178
Centaurus Financial
California
$8.36M +$2.47M +21,793 +42%
MFG
179
Monumental Financial Group
Maryland
$8.3M -$2.14M -18,834 -21%
IC
180
Inscription Capital
Texas
$8.21M – – –
HTC
181
Haverford Trust Company
Pennsylvania
$8.1M +$1.68M +14,773 +26%
SFS
182
Sowell Financial Services
Arkansas
$8.1M +$3.47M +30,555 +75%
PWA
183
Pillar Wealth Advisors
Pennsylvania
$8.02M -$161K -1,421 -2%
GHA
184
GW Henssler & Associates
Georgia
$8M -$184K -1,619 -2%
PAWA
185
Palo Alto Wealth Advisors
California
$7.96M +$7.92M +69,827 New
LCC
186
Lincoln Capital Corp
Rhode Island
$7.74M -$51.7K -456 -0.7%
LFS
187
Lutz Financial Services
Nebraska
$7.51M +$2.71M +23,895 +57%
OWP
188
Obermeyer Wealth Partners
Colorado
$7.43M +$7.39M +65,168 New
OCBCO
189
Oversea-Chinese Banking Corp (OCBC)
Singapore
$7.22M +$7.19M +63,400 New
DE
190
Day & Ennis
Georgia
$7.15M -$276K -2,430 -4%
Creative Planning
191
Creative Planning
Kansas
$7.03M +$3.95M +34,799 +129%
FAIM
192
Financial Advocates Investment Management
Washington
$7.01M +$851K +7,506 +14%
SW
193
SlateStone Wealth
Florida
$7.01M +$129K +1,135 +2%
FA
194
FDx Advisors
Illinois
$7M -$1.99M -17,581 -22%
IIA
195
IPG Investment Advisors
California
$6.92M +$21.1K +186 +0.3%
HIP
196
HUB Investment Partners
Texas
$6.83M +$260K +2,292 +4%
CW
197
Cook Wealth
North Carolina
$6.56M +$4.33M +38,185 +197%
MBT
198
Montecito Bank & Trust
California
$6.55M +$681 +6 +0%
CIC
199
Carnegie Investment Counsel
Ohio
$6.51M +$6.48M +57,135 New
TA
200
Tiedemann Advisors
New York
$6.44M +$2.65M +23,322 +70%