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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Smartleaf Asset Management
Massachusetts
$2.28M +$2.15M +13,101 +6,823%
TWM
602
Thrive Wealth Management
Pennsylvania
$2.25M +$41.2K +251 +2%
TC
603
Trust Company
Kansas
$2.23M -$328 -2 -0%
SFP
604
Shepherd Financial Partners
Massachusetts
$2.22M +$657 +4 +0%
CWP
605
CFM Wealth Partners
Texas
$2.21M -$13K -79 -0.6%
RCM
606
RMR Capital Management
California
$2.2M -$14.1K -86 -0.7%
TPWA
607
TRUE Private Wealth Advisors
Oregon
$2.18M -$107K -654 -5%
AIP
608
Almanack Investment Partners
Pennsylvania
$2.16M – – –
MFS
609
Mattson Financial Services
Michigan
$2.13M +$2.05M +12,500 New
9WM
610
9258 Wealth Management
Ohio
$2.12M +$9.36K +57 +0.5%
VA
611
Valmark Advisers
Ohio
$2.11M +$1.43M +8,725 +240%
VCM
612
Violich Capital Management
California
$2.11M +$1.54M +9,350 +312%
MWM
613
Mission Wealth Management
California
$2.11M +$44.5K +271 +2%
KP
614
Keel Point
Alabama
$2.1M +$121K +739 +6%
LWM
615
Lionsbridge Wealth Management
Florida
$2.1M -$1.48K -9 -0.1%
WWP
616
Waypoint Wealth Partners
California
$2.09M – – –
EWA
617
Exencial Wealth Advisors
Oklahoma
$2.07M -$135K -824 -6%
PCG
618
Prosperity Consulting Group
Maryland
$2.07M -$878K -5,345 -31%
PFA
619
Peak Financial Advisors
Colorado
$2.07M +$1.99M +12,124 New
MCCA
620
Mill Creek Capital Advisors
Pennsylvania
$2.06M -$837K -5,100 -30%
CCFM
621
Clear Creek Financial Management
Washington
$2.06M +$95.1K +579 +5%
APCM
622
Alaska Permanent Capital Management
Alaska
$2.05M – – –
BWM
623
BigSur Wealth Management
Florida
$2.05M – – –
PWG
624
Portside Wealth Group
Utah
$2.04M -$153K -932 -7%
WAG
625
Wallace Advisory Group
California
$2.01M +$1.93M +11,756 New
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