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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
WHCI
601
W.H. Cornerstone Investments
Massachusetts
$1.5M -$642K -4,640 -31%
WCG
602
Wall Capital Group
Arizona
$1.49M -$343K -2,480 -20%
PCA
603
Pallas Capital Advisors
Massachusetts
$1.49M -$4.39M -31,720 -76%
FPGK
604
Financial Partners Group (Kansas)
Kansas
$1.48M +$2.49K +18 +0.2%
LIA
605
LifePlan Investment Advisors
North Carolina
$1.48M +$217K +1,567 +19%
JWBC
606
John W. Brooker & Co
California
$1.45M +$4.43K +32 +0.3%
BWA
607
BCU Wealth Advisors
Illinois
$1.44M +$1.35M +9,772 New
AHL
608
Abel Hall LLC
Louisiana
$1.43M +$1.35M +9,725 New
AWA
609
Alta Wealth Advisors
Massachusetts
$1.43M -$329K -2,375 -20%
JWM
610
Jackson Wealth Management
Florida
$1.42M -$34.3K -248 -3%
PIA
611
Perennial Investment Advisors
California
$1.4M -$334K -2,411 -20%
AWM
612
Aspire Wealth Management
Massachusetts
$1.4M +$2.35K +17 +0.2%
FAM
613
Formidable Asset Management
Ohio
$1.38M -$135K -976 -9%
ACM
614
Avalon Capital Management
California
$1.38M +$1.3M +9,402 New
MWM
615
Mattern Wealth Management
Kansas
$1.37M -$1.25K -9 -0.1%
V
616
ViaWealth
Kansas
$1.36M -$129K -929 -9%
CWA
617
Clearview Wealth Advisors
Oregon
$1.35M +$76.6K +553 +6%
PS
618
Principal Securities
Iowa
$1.34M +$1.27M +9,141 New
SCM
619
Sheridan Capital Management
California
$1.34M +$1.26M +9,106 New
ECM
620
Evergreen Capital Management
Washington
$1.34M – – –
SPI
621
Sutton Place Investors
New York
$1.33M +$7.06K +51 +0.6%
SFG
622
Sovereign Financial Group
Connecticut
$1.33M -$143K -1,033 -10%
BSW
623
Buckingham Strategic Wealth
Missouri
$1.33M +$389K +2,808 +45%
SS
624
Simplicity Solutions
Minnesota
$1.32M +$62.3K +450 +5%
UWM
625
USAdvisors Wealth Management
Minnesota
$1.32M -$3.32K -24 -0.3%
23 24
25
26 27