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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
501
Flagship Private Wealth
Massachusetts
$348K +$336K +3,051 New
SMG
502
Spectrum Management Group
Indiana
$338K +$316K +2,869 +7,173%
MWM
503
Minot Wealth Management
Massachusetts
$334K -$319K -2,893 -50%
ICG
504
InterOcean Capital Group
Tennessee
$331K +$313K +2,844 New
MAFM
505
Mid Atlantic Financial Management
Pennsylvania
$329K -$47.1K -428 -13%
NL
506
NWAM LLC
Washington
$328K +$310K +2,819 New
BCA
507
Bay Colony Advisors
Massachusetts
$324K – – –
PFGIA
508
Patriot Financial Group Insurance Agency
Massachusetts
$324K +$41.7K +379 +16%
MW
509
Marcum Wealth
Ohio
$322K -$77K -699 -20%
CPFP
510
Clear Perspectives Financial Planning
Ohio
$322K +$305K +2,769 New
CA
511
Calton & Associates
Florida
$321K +$304K +2,764 New
TIA
512
Traphagen Investment Advisors
New Jersey
$320K +$22.5K +204 +8%
CA
513
Crumly & Associates
Illinois
$317K +$20.8K +189 +7%
FFWM
514
Future Financial Wealth Management
Ohio
$314K +$298K +2,705 New
CIR
515
Clear Investment Research
Georgia
$313K -$16.2K -147 -5%
EWM
516
EPG Wealth Management
Georgia
$312K +$330 +3 +0.1%
WC
517
Whitney & Co
New York
$308K +$290K +2,634 New
OPWM
518
Oxinas Partners Wealth Management
Indiana
$307K +$291K +2,639 New
BP
519
BBR Partners
New York
$302K – – –
WWM
520
WJ Wealth Management
Arizona
$298K -$20.9K -190 -7%
MYIA
521
Mount Yale Investment Advisors
Colorado
$298K +$283K +2,566 New
WGCA
522
Wolf Group Capital Advisors
Virginia
$295K – – –
APW
523
Acima Private Wealth
Virginia
$294K – – –
CA
524
Cambridge Advisors
Nebraska
$293K +$2.2K +20 +0.8%
IWA
525
Intercontinental Wealth Advisors
Texas
$292K -$104K -946 -27%
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