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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCP
176
Holt Capital Partners
Texas
$25.2M +$336K +1,849 +1%
TWM
177
Tanglewood Wealth Management
Texas
$25.1M -$392K -2,157 -2%
SW
178
SlateStone Wealth
Florida
$24.9M +$3.75M +20,669 +17%
HFA
179
High Falls Advisors
New York
$24.9M -$467K -2,569 -2%
SWP
180
Summit Wealth Partners
Florida
$24.8M -$1.32M -7,286 -5%
SFS
181
Security Financial Services
Indiana
$23.9M -$487K -2,679 -2%
SCM
182
Sollinda Capital Management
Florida
$23.9M -$569K -3,134 -2%
WWM
183
WJ Wealth Management
Arizona
$23.9M -$17.4K -96 -0.1%
OWA
184
One Wealth Advisors
California
$23.7M +$607K +3,343 +3%
JAG
185
Journey Advisory Group
Kentucky
$23.4M
SHIM
186
Stone House Investment Management
Pennsylvania
$23.4M -$3.96M -21,791 -14%
BWA
187
Boulder Wealth Advisors
Colorado
$23.4M +$744K +4,094 +3%
AM
188
AGF Management
Ontario, Canada
$23.3M +$9.51M +52,375 +67%
BCI
189
Brinker Capital Investments
Pennsylvania
$23.2M -$10.7M -58,866 -31%
OPS
190
Orion Portfolio Solutions
Nebraska
$23.2M -$10.7M -58,866 -31%
VHAM
191
Van Hulzen Asset Management
California
$23.1M +$402K +2,213 +2%
GF
192
Gries Financial
Ohio
$23.1M -$1.96M -10,768 -8%
SFA
193
Sequoia Financial Advisors
Ohio
$23M +$22M +121,162 +1,472%
RPSA
194
Richard P. Slaughter Associates
Texas
$23M +$927K +5,103 +4%
AWP
195
Ascent Wealth Partners
New York
$23M -$345K -1,901 -1%
CA
196
Centerpoint Advisors
Massachusetts
$23M -$1.28M -7,064 -5%
MC
197
McMorgan & Co
California
$22.9M -$1.22M -6,715 -5%
RW
198
RVW Wealth
California
$22.8M -$1.03M -5,659 -4%
Comerica Bank
199
Comerica Bank
Texas
$22.5M -$15.7M -86,569 -41%
BFG
200
Buttonwood Financial Group
Missouri
$22.5M +$126K +695 +0.6%