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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
301
Cabot Wealth Management
Massachusetts
$3.34M +$64.4K +456 +2%
TFA
302
Tranquilli Financial Advisor
New Jersey
$3.32M -$3.28M -23,194 -50%
BA
303
Bristlecone Advisors
Washington
$3.3M +$210K +1,485 +7%
BFS
304
Bickling Financial Services
Massachusetts
$3.29M -$4.52K -32 -0.1%
AWC
305
Adamsbrown Wealth Consultants
Kansas
$3.25M +$3.15M +22,295 New
IWM
306
IHT Wealth Management
Illinois
$3.22M +$102K +725 +3%
AFP
307
Ausdal Financial Partners
Iowa
$3.2M +$133K +938 +4%
BPA
308
Beacon Pointe Advisors
California
$3.16M +$52.9K +374 +2%
TFO
309
Tarbox Family Office
California
$3.16M – – –
AAS
310
Avantax Advisory Services
Texas
$3.1M +$103K +729 +4%
DWA
311
Delos Wealth Advisors
Texas
$3.09M +$85.2K +603 +3%
MAC
312
Mason & Associates (California)
California
$3.05M +$2.96M +20,954 New
DP
313
Denver PWM
Colorado
$3.04M +$85.2K +603 +3%
WCG
314
Wall Capital Group
Arizona
$3.02M -$2.22M -15,683 -43%
LFA
315
Level Financial Advisors
New York
$2.98M +$2.9M +20,486 New
SWM
316
Sugarloaf Wealth Management
Georgia
$2.96M – – –
RJT
317
Raymond James Trust
Florida
$2.93M -$68.3K -483 -2%
BFC
318
Bedel Financial Consulting
Indiana
$2.91M +$459K +3,249 +19%
HI
319
Harbour Investments
Wisconsin
$2.9M -$372K -2,635 -12%
BCM
320
BlueCrest Capital Management
Jersey
$2.87M +$2.54M +17,959 +1,035%
WFM
321
Wolff Financial Management
Michigan
$2.82M +$23.5K +166 +0.9%
HC
322
Hoese & Co
Minnesota
$2.82M +$93.3K +660 +4%
CS
323
Credit Suisse
Switzerland
$2.81M +$2.72M +19,280 New
FC
324
Ferris Capital
Massachusetts
$2.79M -$52.3K -370 -2%
PAS
325
Park Avenue Securities
New York
$2.78M +$262K +1,853 +11%
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