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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
176
Bryn Mawr Capital Management
Pennsylvania
$18.8M +$2.21M +15,951 +14%
AWP
177
Ascent Wealth Partners
New York
$18.6M +$14M +101,287 +404%
EL
178
EWA LLC
Pennsylvania
$18.5M +$11M +79,351 +195%
OPAM
179
Ocean Park Asset Management
California
$18.5M +$8.54M +61,695 +96%
AWMS
180
Advocacy Wealth Management Services
Georgia
$18.2M +$15M +108,316 +691%
LWM
181
Liberty Wealth Management
California
$18.2M +$1.64M +11,814 +11%
HCP
182
Holt Capital Partners
Texas
$18M +$1.02M +7,355 +6%
SWC
183
Spectrum Wealth Counsel
Indiana
$17.9M +$16.9M +121,877 New
OWA
184
One Wealth Advisors
California
$17.8M +$2.35M +16,941 +16%
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$17.7M +$12.4M +89,740 +294%
SWP
186
Stratos Wealth Partners
Ohio
$17.6M +$1.98M +14,326 +14%
CFFP
187
Center for Financial Planning
Michigan
$17.6M -$632K -4,567 -4%
BCM
188
Brookstone Capital Management
Illinois
$17.3M +$899K +6,493 +6%
MWP
189
Meridian Wealth Partners
Pennsylvania
$17.2M -$12.5K -90 -0.1%
BFG
190
Buttonwood Financial Group
Missouri
$17M +$231K +1,668 +1%
KIM
191
Karpus Investment Management
New York
$16.9M -$1.79M -12,897 -10%
RBA
192
Richard Bernstein Advisors
New York
$16.9M -$1.61M -11,617 -9%
TWM
193
Tradition Wealth Management
Minnesota
$16.6M +$3.17M +22,884 +25%
WCG
194
Weaver Consulting Group
California
$16.5M +$111K +799 +0.7%
AAS
195
Annex Advisory Services
Wisconsin
$16.4M +$2.93M +21,130 +23%
PWM
196
Perigon Wealth Management
California
$16.4M +$1.75M +12,613 +13%
AT
197
Arden Trust
Delaware
$16.4M -$955K -6,900 -6%
KWM
198
Keebeck Wealth Management
Illinois
$16.2M +$2.27M +16,390 +17%
PFA
199
Pure Financial Advisors
California
$16.2M -$1.65M -11,908 -10%
FFA
200
Farther Finance Advisors
California
$15.9M +$5.07M +36,626 +51%