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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
376
Alta Wealth Advisors
Massachusetts
$1.23M -$31.6K -270 -2%
CPC
377
Consolidated Planning Corp
Georgia
$1.23M -$43.4K -371 -3%
TCM
378
Triumph Capital Management
Colorado
$1.22M -$158K -1,353 -10%
RPGK
379
Retirement Planning Group (Kansas)
Kansas
$1.21M -$160K -1,369 -11%
WA
380
WBH Advisory
Maryland
$1.21M +$18.8K +161 +1%
9WM
381
9258 Wealth Management
Ohio
$1.18M -$65.1K -557 -5%
WQ
382
Wealth Quarterback
New Jersey
$1.18M -$109K -928 -8%
FEG
383
Financial Enhancement Group
Indiana
$1.18M +$126K +1,075 +10%
WFA
384
Wipfli Financial Advisors
Wisconsin
$1.17M +$406K +3,471 +44%
CWM
385
Centric Wealth Management
Illinois
$1.15M +$6.2K +53 +0.5%
HC
386
Henshaw Capital
Massachusetts
$1.14M – – –
MIFH
387
Migdal Insurance & Financial Holdings
Israel
$1.14M -$1.93M -16,525 -60%
CGA
388
Crescent Grove Advisors
Illinois
$1.14M +$426K +3,638 +50%
RCG
389
Regatta Capital Group
California
$1.12M +$229K +1,955 +24%
YIH
390
Y-Intercept (HK)
Hong Kong
$1.12M +$934K +7,982 +288%
EE
391
EWG Elevate
California
$1.11M +$46.4K +397 +4%
AWC
392
Abundance Wealth Counselors
Pennsylvania
$1.11M -$15.9K -136 -1%
MWM
393
Mattern Wealth Management
Kansas
$1.11M – – –
FAM
394
Formidable Asset Management
Ohio
$1.1M -$2.57K -22 -0.2%
APA
395
Astoria Portfolio Advisors
New York
$1.07M +$223K +1,910 +23%
GVAG
396
Great Valley Advisor Group
Delaware
$1.06M -$3.29M -28,095 -73%
FPW
397
Flagship Private Wealth
Massachusetts
$1.05M +$121K +1,032 +11%
DWMG
398
DB Wealth Management Group
California
$1.05M -$404K -3,453 -26%
MWM
399
MBE Wealth Management
Wisconsin
$1.02M -$82.7K -707 -7%
TC
400
Trust Company
Kansas
$1.02M +$29.9K +256 +3%
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