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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NW
201
NewEdge Wealth
Pennsylvania
$8.36M +$4.66M +32,969 +135%
Lido Advisors
202
Lido Advisors
California
$8.27M +$479K +3,390 +6%
PC
203
Permanens Capital
New York
$8.16M +$7.92M +56,067 New
Lazard Asset Management
204
Lazard Asset Management
New York
$8.1M
CFG
205
Compton Financial Group
Maryland
$8.09M +$95K +672 +1%
SW
206
StrongBox Wealth
Missouri
$8.09M +$576K +4,075 +8%
NA
207
NewEdge Advisors
Louisiana
$7.84M +$814K +5,760 +12%
FIA
208
Foundations Investment Advisors
Arizona
$7.81M -$166K -1,174 -2%
WWM
209
Windsor Wealth Management
Indiana
$7.76M +$727K +5,146 +11%
HIP
210
HUB Investment Partners
Texas
$7.75M -$9.04K -64 -0.1%
CA
211
CoreCap Advisors
Michigan
$7.54M +$7.32M +51,831 New
OIA
212
OneDigital Investment Advisors
Kansas
$7.18M +$11.9K +84 +0.2%
CF
213
Centaurus Financial
California
$7.18M +$680K +4,810 +11%
WSWA
214
Warren Street Wealth Advisors
California
$7.15M +$6.95M +49,151 New
FMBTD
215
First Midwest Bank Trust Division
Illinois
$6.99M -$161K -1,142 -2%
BIM
216
Bridges Investment Management
Nebraska
$6.97M -$56.5K -400 -0.8%
RF
217
Rollins Financial
Georgia
$6.89M +$6.69M +47,304 New
HF
218
HRT Financial
New York
$6.88M +$6.68M +47,276 New
MAM
219
Madison Asset Management
Wisconsin
$6.79M +$219K +1,547 +3%
PLU
220
Performa Ltd (US)
South Carolina
$6.74M -$49.3K -349 -0.7%
CIAS
221
CFS Investment Advisory Services
New Jersey
$6.66M -$420K -2,971 -6%
Prudential Financial
222
Prudential Financial
New Jersey
$6.58M +$161K +1,140 +3%
TPA
223
Trivium Point Advisory
Connecticut
$6.55M -$2.11M -14,902 -25%
CFA
224
Carroll Financial Associates
North Carolina
$6.55M +$267K +1,888 +4%
MWA
225
Motive Wealth Advisors
Michigan
$6.48M +$123K +870 +2%