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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
551
Delos Wealth Advisors
Texas
$1.46M -$16.1K -118 -1%
HC
552
Henshaw Capital
Massachusetts
$1.45M – – –
MHB
553
Midwest Heritage Bank
Iowa
$1.43M +$265K +1,944 +22%
SWM
554
Sugarloaf Wealth Management
Georgia
$1.43M – – –
TCM
555
Triumph Capital Management
Colorado
$1.41M -$22.3K -163 -2%
RIM
556
Redwood Investment Management
Arizona
$1.4M +$1.45M +10,648 New
TC
557
Telemus Capital
Michigan
$1.39M +$190K +1,393 +15%
SPWG
558
Syntegra Private Wealth Group
Missouri
$1.39M -$129K -947 -8%
ATPW
559
Ashton Thomas Private Wealth
Arizona
$1.38M +$114K +835 +9%
FAM
560
Formidable Asset Management
Ohio
$1.37M +$22.5K +165 +2%
APC
561
Aspire Private Capital
North Carolina
$1.37M -$268K -1,961 -16%
FPGK
562
Financial Partners Group (Kansas)
Kansas
$1.36M +$13.9K +102 +1%
CPC
563
Consolidated Planning Corp
Georgia
$1.36M -$21.4K -157 -1%
V
564
ViaWealth
Kansas
$1.34M +$15.4K +113 +1%
SFG
565
Sovereign Financial Group
Connecticut
$1.33M -$559K -4,095 -29%
JWM
566
Jackson Wealth Management
Florida
$1.3M +$157K +1,147 +13%
JWBC
567
John W. Brooker & Co
California
$1.29M – – –
WAL
568
W Advisors LLC
Tennessee
$1.28M -$351K -2,568 -21%
AWM
569
Aspire Wealth Management
Massachusetts
$1.25M -$577K -4,228 -31%
MWM
570
Mattern Wealth Management
Kansas
$1.23M – – –
AWM
571
Alterna Wealth Management
Texas
$1.23M -$296K -2,169 -19%
SC
572
Soundwatch Capital
Connecticut
$1.22M -$1.21M -8,861 -49%
ECM
573
Evergreen Capital Management
Washington
$1.2M – – –
RPGK
574
Retirement Planning Group (Kansas)
Kansas
$1.2M +$3.28K +24 +0.3%
SPI
575
Sutton Place Investors
New York
$1.19M -$95.3K -698 -7%
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