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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AT
201
Arden Trust
Delaware
$18.4M +$127K +813 +0.7%
WCG
202
Weaver Consulting Group
California
$18.4M -$82.2K -526 -0.5%
PCA
203
Prosperity Capital Advisors
Ohio
$18.3M -$9.45M -60,465 -35%
GM
204
GeoWealth Management
Illinois
$18.3M +$14.3M +91,675 +469%
SCM
205
Sollinda Capital Management
Florida
$18.3M -$11.6M -74,006 -40%
SP
206
Stonebrook Private
Michigan
$18.2M +$2.08M +13,345 +14%
RBA
207
Richard Bernstein Advisors
New York
$18M -$778K -4,978 -4%
SP
208
Symmetry Partners
Connecticut
$17.9M -$26.4M -168,663 -61%
PWM
209
Perigon Wealth Management
California
$17.8M -$472K -3,018 -3%
DA
210
Detalus Advisors
Missouri
$17.8M +$1.12M +7,180 +7%
BRWA
211
B. Riley Wealth Advisors
Florida
$17.7M +$4.97M +31,788 +31%
RPSA
212
Richard P. Slaughter Associates
Texas
$17.4M +$2.52M +16,157 +18%
SPIA
213
Strategic Point Investment Advisors
Rhode Island
$17M +$6.13M +39,227 +61%
AC
214
ASB Consultores
Florida
$17M +$1.83M +11,698 +13%
BWA
215
Boulder Wealth Advisors
Colorado
$17M +$16.1M +103,290 New
KFS
216
Kelly Financial Services
Massachusetts
$16.9M +$831K +5,316 +5%
SA
217
Scarborough Advisors
Maryland
$16.9M +$6.1M +39,031 +61%
PFA
218
Pure Financial Advisors
California
$16.9M -$1.16M -7,447 -7%
CCWA
219
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$16.9M -$611K -3,910 -4%
PWA
220
Physician Wealth Advisors
Utah
$16.9M +$698K +4,468 +4%
SCM
221
Stonehearth Capital Management
Massachusetts
$16.8M -$106K -676 -0.7%
SW
222
SlateStone Wealth
Florida
$16.7M +$1.25M +7,974 +9%
CWS
223
Cypress Wealth Services
California
$16.5M -$1.15M -7,356 -7%
SA
224
Skyline Advisors
Washington
$16.2M -$91.4K -585 -0.6%
IA
225
IFP Advisors
Florida
$16M +$5.39M +34,514 +55%