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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
551
Jump Financial
Illinois
$2.65M -$4.89M -23,319 -66%
KCA
552
Kastel Capital Advisors
Massachusetts
$2.65M -$1.49M -7,098 -34%
LCP
553
Larch Capital Partners
Florida
$2.64M +$19.5K +93 +0.8%
BWM
554
BigSur Wealth Management
Florida
$2.63M – – –
PS
555
Planning Strategies
Pennsylvania
$2.63M +$2.52M +12,000 New
BWM
556
BlackDiamond Wealth Management
New York
$2.63M -$35K -167 -1%
AIM
557
Archer Investment Management
Texas
$2.63M -$4.72M -22,509 -65%
TFM
558
TFC Financial Management
Massachusetts
$2.6M +$65.6K +313 +3%
CWG
559
Crown Wealth Group
North Carolina
$2.58M -$8.19M -39,049 -77%
BIG
560
Brookwood Investment Group
Arizona
$2.57M -$875K -4,170 -26%
HW
561
HORAN Wealth
Ohio
$2.54M +$157K +747 +7%
VA
562
Valmark Advisers
Ohio
$2.53M +$1.26K +6 +0.1%
GWMR
563
GC Wealth Management RIA
Massachusetts
$2.52M -$237K -1,128 -9%
BSTWA
564
Blake Schutter Theil Wealth Advisors
Ohio
$2.51M – – –
BCA
565
Bay Colony Advisors
Massachusetts
$2.5M -$29.4K -140 -1%
IIL
566
Insight Inv LLC
California
$2.49M +$184K +875 +8%
GA
567
Goldstein Advisors
Wisconsin
$2.49M -$25M -119,007 -91%
ECA
568
Elevated Capital Advisors
Utah
$2.48M +$175K +836 +8%
AC
569
AWM Capital
Arizona
$2.47M -$1.68K -8 -0.1%
PP
570
Patten & Patten
Tennessee
$2.45M – – –
HWA
571
Heritage Wealth Architects
Minnesota
$2.44M -$25.2K -120 -1%
CHAM
572
Clear Harbor Asset Management
Connecticut
$2.43M +$210K +1,001 +10%
BEW
573
Burton Enright Welch
California
$2.42M +$3.35K +16 +0.1%
CFS
574
CGC Financial Services
Oregon
$2.41M +$628K +2,994 +37%
HC
575
Henshaw Capital
Massachusetts
$2.41M – – –
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