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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
AZ
601
Alpha Zero
Florida
$2.83M +$2.89M +15,899 New
TCA
602
Transcend Capital Advisors
New Jersey
$2.82M -$658K -3,625 -19%
CFD
603
Creative Financial Designs
Indiana
$2.82M +$36.9K +203 +1%
FLPIM
604
F.L. Putnam Investment Management
Massachusetts
$2.8M +$33.8K +186 +1%
RIM
605
Redwood Investment Management
Arizona
$2.79M +$134K +738 +5%
APC
606
Aspire Private Capital
North Carolina
$2.77M +$525K +2,892 +23%
CWP
607
CFM Wealth Partners
Texas
$2.77M +$256K +1,410 +10%
JIP
608
Jaffetilchin Investment Partners
Florida
$2.76M +$107K +590 +4%
TCWM
609
Total Clarity Wealth Management
Illinois
$2.75M +$265K +1,461 +10%
TCM
610
Triumph Capital Management
Colorado
$2.73M +$56.5K +311 +2%
BW
611
Blalock Williams
Alabama
$2.72M +$2.77M +15,263 New
CWA
612
Clearview Wealth Advisors
Oregon
$2.72M +$53K +292 +2%
VWM
613
Venturi Wealth Management
Texas
$2.72M -$230K -1,267 -8%
EP
614
Essential Planning
New Hampshire
$2.7M +$2.7M +14,885 New
RW
615
Regimen Wealth
Georgia
$2.7M -$240K -1,320 -8%
BEI
616
Benjamin Edwards Inc
Missouri
$2.69M +$38.3K +211 +1%
VWWMG
617
Vermillion & White Wealth Management Group
Pennsylvania
$2.67M -$3.09M -16,985 -53%
CWP
618
Cyndeo Wealth Partners
Florida
$2.64M -$780K -4,292 -22%
SPI
619
Sutton Place Investors
New York
$2.62M +$47.4K +261 +2%
BWM
620
BlackDiamond Wealth Management
New York
$2.6M +$7.08K +39 +0.3%
WP
621
WealthPLAN Partners
Nebraska
$2.6M -$43K -237 -2%
AWM
622
Apex Wealth Management
New Hampshire
$2.6M +$2.65M +14,593 New
MGWM
623
Marks Group Wealth Management
Minnesota
$2.59M -$33.6K -185 -1%
MSWMA
624
Market Street Wealth Management Advisors
Indiana
$2.57M -$211K -1,163 -7%
AWA
625
Acorn Wealth Advisors
Michigan
$2.56M +$70.3K +387 +3%
23 24
25
26 27