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iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
201
Physician Wealth Advisors
Utah
$21.4M +$1.45M +8,363 +8%
SW
202
SlateStone Wealth
Florida
$21.4M +$1.34M +7,729 +7%
Jones Financial Companies
203
Jones Financial Companies
Missouri
$21.4M +$11.1M +63,732 +114%
WFA
204
Wade Financial Advisory
California
$21.3M +$215K +1,240 +1%
SP
205
Stonebrook Private
Michigan
$21.3M +$217K +1,254 +1%
SWC
206
Spectrum Wealth Counsel
Indiana
$20.9M -$191K -1,104 -0.9%
AF
207
Allworth Financial
California
$20.7M -$468K -2,697 -2%
ACA
208
Aptus Capital Advisors
Alabama
$20.7M -$2.9M -16,712 -13%
LWM
209
Liberty Wealth Management
California
$20.6M -$115M -664,379 -85%
DA
210
Detalus Advisors
Missouri
$20.5M +$580K +3,345 +3%
PFA
211
Pure Financial Advisors
California
$20.3M +$861K +4,967 +5%
KIM
212
Karpus Investment Management
New York
$20.2M -$1.41M -8,123 -7%
WCG
213
Weaver Consulting Group
California
$19.9M -$42K -242 -0.2%
MFG
214
Merit Financial Group
Georgia
$19.7M -$9.13M -52,649 -32%
TWM
215
Tradition Wealth Management
Minnesota
$19.6M +$706K +4,069 +4%
MWP
216
Meridian Wealth Partners
Pennsylvania
$19.6M -$1.39M -8,004 -7%
KWM
217
Keebeck Wealth Management
Illinois
$19.3M -$1.11M -6,411 -6%
CA
218
CGN Advisors
Kansas
$19.3M +$3.9M +22,500 +26%
KFS
219
Kelly Financial Services
Massachusetts
$19.3M +$234K +1,350 +1%
DWM
220
Diversify Wealth Management
Utah
$18.7M +$812K +4,679 +5%
CWS
221
Cypress Wealth Services
California
$18.7M -$108K -625 -0.6%
SPIA
222
Strategic Point Investment Advisors
Rhode Island
$18.7M +$76.8K +443 +0.4%
WDL
223
Well Done LLC
Michigan
$18.6M -$185K -1,069 -1%
SWA
224
Stratos Wealth Advisors
Ohio
$18.5M -$169K -973 -0.9%
AWA
225
ARQ Wealth Advisors
Arizona
$18.3M +$1.18M +6,811 +7%