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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
476
Worth Financial Advisory Group
North Carolina
$4.96M -$9.76K -52 -0.2%
HWA
477
HMV Wealth Advisors
Louisiana
$4.96M -$65.7K -350 -1%
TC
478
Tacita Capital
Ontario, Canada
$4.93M -$91.4K -487 -2%
SAG
479
SageView Advisory Group
California
$4.87M -$570K -3,038 -11%
SWMG
480
Stillwater Wealth Management Group
Florida
$4.86M +$4.69M +24,983 New
PIA
481
Pinion Investment Advisors
Kansas
$4.86M +$496K +2,646 +12%
LCC
482
Lincoln Capital Corp
Rhode Island
$4.81M -$2.59M -13,791 -36%
SAI
483
Savvy Advisors Inc
New York
$4.8M +$1.57M +8,370 +51%
AWM
484
Alterna Wealth Management
Texas
$4.8M -$419K -2,232 -8%
FCM
485
Fortis Capital Management
Washington
$4.8M +$11.1K +59 +0.2%
RFP
486
RCS Financial Planning
Maryland
$4.75M +$39.6K +211 +0.9%
SG
487
Stanich Group
New York
$4.75M +$130K +693 +3%
AWM
488
Aries Wealth Management
Maine
$4.72M -$9.19K -49 -0.2%
RIM
489
Redwood Investment Management
Arizona
$4.72M +$606K +3,230 +15%
WFS
490
WealthGarden F.S.
California
$4.7M -$1.13M -6,020 -20%
SQA
491
Simon Quick Advisors
New Jersey
$4.63M – – –
TWA
492
TCI Wealth Advisors
Arizona
$4.61M +$6.38K +34 +0.1%
DWA
493
Delos Wealth Advisors
Texas
$4.56M +$377K +2,007 +9%
BIM
494
Bridges Investment Management
Nebraska
$4.52M -$31K -165 -0.7%
BRWA
495
B. Riley Wealth Advisors
Florida
$4.52M -$986K -5,257 -18%
FHA
496
Flagship Harbor Advisors
Massachusetts
$4.52M +$303K +1,614 +7%
CC
497
Copperleaf Capital
North Carolina
$4.51M -$914K -4,870 -17%
TCA
498
Transcend Capital Advisors
New Jersey
$4.47M +$116K +616 +3%
PTC
499
Private Trust Company
Ohio
$4.39M +$46.2K +246 +1%
TCM
500
Triumph Capital Management
Colorado
$4.38M +$66.8K +356 +2%
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