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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
576
Exencial Wealth Advisors
Oklahoma
$2.13M -$12.5K -80 -0.6%
SPI
577
Sutton Place Investors
New York
$2.13M +$604K +3,865 +43%
TWM
578
Thrive Wealth Management
Pennsylvania
$2.12M +$206K +1,319 +11%
SOS
579
Silver Oak Securities
Tennessee
$2.12M +$1.49M +9,563 +287%
PWG
580
Portside Wealth Group
Utah
$2.12M +$2.01M +12,886 New
KFGK
581
Keystone Financial Group (Kentucky)
Kentucky
$2.1M +$85K +544 +4%
BWM
582
Bulltick Wealth Management
Florida
$2.09M -$874K -5,593 -31%
BFA
583
Beacon Financial Advisory
Ohio
$2.09M -$157K -1,006 -7%
CM
584
Columbus Macro
Pennsylvania
$2.08M -$78.3K -501 -4%
AIP
585
Almanack Investment Partners
Pennsylvania
$2.08M – – –
AWA
586
Acorn Wealth Advisors
Michigan
$2.05M +$146K +934 +8%
YCG
587
Yeomans Consulting Group
Georgia
$2.04M +$1.93M +12,383 New
CAL
588
Capital Analysts LLC
Pennsylvania
$2.04M -$142K -911 -7%
9WM
589
9258 Wealth Management
Ohio
$2.03M +$47K +301 +3%
LWM
590
Lionsbridge Wealth Management
Florida
$2.02M -$38.6K -247 -2%
SWM
591
Silverlake Wealth Management
Vermont
$2.02M +$521K +3,338 +37%
HH
592
Hilltop Holdings
Texas
$2.01M +$1.91M +12,253 New
WWP
593
Waypoint Wealth Partners
California
$2.01M – – –
MHB
594
Midwest Heritage Bank
Iowa
$1.99M +$182K +1,164 +11%
MWM
595
Mission Wealth Management
California
$1.99M +$224K +1,431 +13%
APCM
596
Alaska Permanent Capital Management
Alaska
$1.97M +$81.7K +523 +5%
BWM
597
BigSur Wealth Management
Florida
$1.97M – – –
CFD
598
Creative Financial Designs
Indiana
$1.94M -$432K -2,766 -19%
APC
599
Aspire Private Capital
North Carolina
$1.93M +$95.6K +612 +5%
VCM
600
Vision Capital Management
Oregon
$1.93M -$90.3K -578 -5%
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