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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
176
Annandale Capital
Texas
$22.7M +$16.1M +81,869 +253%
LEA
177
Legacy Edge Advisors
New York
$22.6M +$22.4M +113,890 New
HGWM
178
Horst & Graben Wealth Management
Oregon
$22.6M -$14.8M -75,116 -40%
Lido Advisors
179
Lido Advisors
California
$22.5M +$210K +1,071 +0.9%
CIA
180
Concurrent Investment Advisors
Florida
$22.1M +$6.27M +31,932 +40%
MWP
181
Meridian Wealth Partners
Pennsylvania
$22M -$457K -2,324 -2%
FFN
182
Focus Financial Network
Minnesota
$21.8M +$3.34K +17 +0%
3F
183
360 Financial
Minnesota
$21.8M +$1.95M +9,914 +10%
BCI
184
Brinker Capital Investments
Pennsylvania
$21.8M -$5.91M -30,101 -22%
SA
185
Skyline Advisors
Washington
$21.7M +$300K +1,529 +1%
PS
186
Principal Securities
Iowa
$21.6M +$4.21M +21,410 +24%
SFA
187
Sequoia Financial Advisors
Ohio
$21.6M +$592K +3,013 +3%
KPWS
188
Kestra Private Wealth Services
Texas
$21.5M -$4.81M -24,464 -18%
SPIA
189
Strategic Point Investment Advisors
Rhode Island
$21.3M +$538K +2,738 +3%
FWIA
190
Fort Washington Investment Advisors
Ohio
$21.2M -$2.64M -13,435 -11%
MOS
191
MGO One Seven
Ohio
$21.2M -$3.03M -15,443 -13%
KFSC
192
Keystone Financial Services (Colorado)
Colorado
$21.1M -$4.89M -24,898 -19%
FPGK
193
Financial Partners Group (Kansas)
Kansas
$21.1M +$1.49M +7,572 +8%
RCG
194
Regatta Capital Group
California
$20.9M +$183K +929 +0.9%
SW
195
SteelPeak Wealth
California
$20.8M -$12.7M -64,502 -38%
AF
196
Allworth Financial
California
$20.8M -$348K -1,769 -2%
Creative Planning
197
Creative Planning
Kansas
$20.7M +$342K +1,742 +2%
JSW
198
Journey Strategic Wealth
New Jersey
$20.7M +$17.9M +91,346 +723%
TFA
199
Tobias Financial Advisors
Florida
$20.6M +$563K +2,865 +3%
VHAM
200
Van Hulzen Asset Management
California
$20.4M -$2.32M -11,803 -10%