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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
201
Wedbush Securities
California
$600K +$90.2K +1,087 +16%
Truist Financial
202
Truist Financial
North Carolina
$598K
CWM
203
Cornerstone Wealth Management
Missouri
$582K +$626K +7,550 New
DRS
204
Deane Retirement Strategies
Louisiana
$567K -$16.6K -200 -3%
KFP
205
Keystone Financial Planning
Ohio
$564K +$109K +1,316 +22%
SC
206
Scotia Capital
Ontario, Canada
$556K +$22.5K +271 +4%
FEG
207
Financial Enhancement Group
Indiana
$552K
PAI
208
Pittenger & Anderson Inc
Nebraska
$538K +$11K +132 +2%
MIM
209
Macroview Investment Management
Maryland
$517K +$559K +6,740 New
ACG
210
Allen Capital Group
Nebraska
$512K +$522K +6,289 New
CA
211
Continuum Advisory
Idaho
$486K +$525K +6,327 New
LA
212
LexAurum Advisors
Kansas
$485K +$67.8K +817 +15%
PP
213
Prudential plc
United Kingdom
$453K +$41.5K +500 +9%
PAG
214
Private Advisory Group
Washington
$441K +$477K +5,744 New
FIM
215
Fernwood Investment Management
Massachusetts
$414K -$230K -2,771 -34%
CWM
216
Cabot Wealth Management
Massachusetts
$414K -$48.8K -588 -10%
ATC
217
Argent Trust Co
Tennessee
$410K +$65.3K +787 +17%
CBFP
218
Cedar Brook Financial Partners
Ohio
$410K +$443K +5,341 New
SG Americas Securities
219
SG Americas Securities
New York
$394K +$163K +1,960 +62%
BCA
220
Bay Colony Advisors
Massachusetts
$384K -$249K -3,000 -38%
SAS
221
Sage Advisory Services
Texas
$365K -$6.06K -73 -2%
SFSG
222
Stearns Financial Services Group
North Carolina
$365K +$395K +4,756 New
BTW
223
Boston Trust Walden
Massachusetts
$363K
APP
224
Avantax Planning Partners
Iowa
$359K
VAM
225
Visionary Asset Management
Texas
$354K +$383K +4,617 New