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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
501
Davis Wealth Advisors
New Hampshire
$4.1M -$2.81K -14 -0.1%
CWM
502
Curtis Wealth Management
Nevada
$4.1M -$199K -992 -4%
TCM
503
Triumph Capital Management
Colorado
$4.08M -$269K -1,341 -6%
OWCM
504
One Wealth Capital Management
Arizona
$4.08M -$8.02K -40 -0.2%
AC
505
Avestar Capital
New York
$4.07M -$36.9K -184 -0.9%
PFS
506
Prospera Financial Services
Texas
$4.03M +$110K +549 +3%
SW
507
Simplicity Wealth
New Jersey
$4M +$467K +2,331 +13%
GWM
508
Geneos Wealth Management
Colorado
$3.99M +$4.21K +21 +0.1%
AWM
509
Axxcess Wealth Management
California
$3.99M +$8.82K +44 +0.2%
FF
510
Fluent Financial
Texas
$3.97M +$16K +80 +0.4%
SWM
511
Sherman Wealth Management
Maryland
$3.97M -$359K -1,793 -8%
BWM
512
Bulltick Wealth Management
Florida
$3.96M +$916K +4,572 +28%
GWSA
513
Global Wealth Strategies & Associates
Colorado
$3.95M -$11M -55,117 -73%
CWP
514
CFM Wealth Partners
Texas
$3.93M +$206K +1,026 +5%
CG
515
Cynosure Group
Utah
$3.89M +$50.3K +251 +1%
HI
516
Harbour Investments
Wisconsin
$3.87M -$1.43M -7,142 -26%
WIC
517
Woodmont Investment Counsel
Tennessee
$3.86M +$10.2K +51 +0.3%
PIA
518
Polaris Investment Advisors
Massachusetts
$3.85M -$32.5K -162 -0.8%
SCM
519
Sollinda Capital Management
Florida
$3.85M +$289K +1,443 +8%
CPIG
520
Chicago Partners Investment Group
Illinois
$3.84M +$1.27M +6,357 +52%
PTC
521
Private Trust Company
Ohio
$3.84M -$38.7K -193 -1%
DC
522
Davenport & Co
Virginia
$3.84M +$144K +717 +4%
BWMG
523
Barnes Wealth Management Group
California
$3.82M -$442K -2,205 -10%
FF
524
Farrell Financial
New York
$3.8M -$11.2K -56 -0.3%
CCFM
525
Clear Creek Financial Management
Washington
$3.77M +$110K +548 +3%
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