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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
576
YHB Investment Advisors
Connecticut
$2.4M +$26.2K +125 +1%
WWM
577
WT Wealth Management
Arizona
$2.4M +$659K +3,143 +40%
RCM
578
RMR Capital Management
California
$2.4M +$50.8K +242 +2%
PA
579
PFG Advisors
Arizona
$2.38M -$5.89M -28,093 -72%
WFS
580
WealthGarden F.S.
California
$2.38M -$1.21M -5,788 -35%
YWM
581
Yukon Wealth Management
Kansas
$2.38M -$453K -2,158 -17%
JHC
582
J. Hagan Capital
Kentucky
$2.38M +$131K +625 +6%
AWM
583
Alterna Wealth Management
Texas
$2.35M -$757K -3,612 -25%
TP
584
Tranquility Partners
Tennessee
$2.34M -$65K -310 -3%
CRI
585
Commonwealth Retirement Investments
Virginia
$2.33M +$141K +671 +7%
SG
586
StoneX Group
New York
$2.31M +$1.65M +7,873 +280%
CG
587
Cynosure Group
Utah
$2.31M -$2.04M -9,739 -48%
AW
588
Alteri Wealth
California
$2.3M -$23.5K -112 -1%
VPP
589
Vertex Planning Partners
Illinois
$2.29M -$1.67M -7,977 -43%
QC
590
Quent Capital
New York
$2.28M -$79.1K -377 -3%
KFS
591
Kelly Financial Services
Massachusetts
$2.28M -$11.4M -54,384 -84%
AWA
592
Asempa Wealth Advisors
Louisiana
$2.27M -$629 -3 -0%
ASG
593
Advisory Solutions Group
Minnesota
$2.27M +$2.17M +10,342 New
BCWM
594
Bartlett & Co Wealth Management
Ohio
$2.25M -$21.6K -103 -1%
LFA
595
Level Financial Advisors
New York
$2.25M – – –
PIA
596
Panoramic Investment Advisors
Colorado
$2.25M +$419 +2 +0%
TWP
597
Triad Wealth Partners
Kansas
$2.24M -$209K -996 -9%
DAS
598
Dynamic Advisor Solutions
Arizona
$2.24M +$647K +3,086 +43%
PCA
599
Purkiss Capital Advisors
Connecticut
$2.24M +$65.9K +314 +3%
MA
600
MONECO Advisors
Connecticut
$2.23M -$106K -507 -5%
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