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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
201
Buttonwood Financial Group
Missouri
$21M +$663K +4,040 +3%
Kovitz Investment Group Partners
202
Kovitz Investment Group Partners
Illinois
$20.7M +$15.4M +93,510 +343%
KIM
203
Karpus Investment Management
New York
$20.6M +$1.05M +6,375 +6%
IA
204
IFP Advisors
Florida
$20.5M +$3.68M +22,430 +23%
SOMRS
205
State of Michigan Retirement System
Michigan
$20.2M -$19.1M -116,600 -50%
AF
206
Allworth Financial
California
$20.2M -$957K -5,830 -5%
YCG
207
Yeomans Consulting Group
Georgia
$20.2M +$17.4M +105,671 +853%
Goldman Sachs
208
Goldman Sachs
New York
$20.1M +$9.42M +57,354 +95%
WFA
209
Wade Financial Advisory
California
$20.1M +$88.5K +539 +0.5%
SWC
210
Spectrum Wealth Counsel
Indiana
$20.1M -$747K -4,549 -4%
MWP
211
Meridian Wealth Partners
Pennsylvania
$20.1M -$44.2K -269 -0.2%
SP
212
Stonebrook Private
Michigan
$20M +$1.08M +6,555 +6%
PWM
213
Perigon Wealth Management
California
$19.8M +$1.23M +7,520 +7%
KWM
214
Keebeck Wealth Management
Illinois
$19.5M -$149K -906 -0.8%
PWA
215
Physician Wealth Advisors
Utah
$19.4M +$574K +3,498 +3%
AT
216
Arden Trust
Delaware
$19.2M +$29.9K +182 +0.2%
SW
217
SlateStone Wealth
Florida
$19.1M +$1.63M +9,912 +10%
WCG
218
Weaver Consulting Group
California
$19M -$49.6K -302 -0.3%
DA
219
Detalus Advisors
Missouri
$19M +$470K +2,862 +3%
LWM
220
Liberty Wealth Management
California
$18.7M +$113M +686,255 +739%
PFA
221
Pure Financial Advisors
California
$18.5M +$933K +5,685 +6%
RPSA
222
Richard P. Slaughter Associates
Texas
$18.5M +$397K +2,418 +2%
SCM
223
Stonehearth Capital Management
Massachusetts
$18.2M +$751K +4,571 +4%
KFS
224
Kelly Financial Services
Massachusetts
$18.1M +$519K +3,161 +3%
BWA
225
Boulder Wealth Advisors
Colorado
$18M +$395K +2,407 +2%