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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
601
Wise Wealth Partners
Arizona
$2.81M +$47.4K +265 +2%
CIC
602
Carnegie Investment Counsel
Ohio
$2.8M +$1.08M +6,054 +53%
FLPIM
603
F.L. Putnam Investment Management
Massachusetts
$2.8M +$114K +638 +4%
HF
604
HRT Financial
New York
$2.8M +$2.93M +16,372 New
DFA
605
DHK Financial Advisors
New Hampshire
$2.76M +$1.44M +8,066 +100%
TCWM
606
Total Clarity Wealth Management
Illinois
$2.75M – – –
CWP
607
CFM Wealth Partners
Texas
$2.75M +$96.1K +537 +3%
CFS
608
CGC Financial Services
Oregon
$2.75M -$115K -645 -4%
APC
609
Aspire Private Capital
North Carolina
$2.74M +$86.5K +483 +3%
IFWM
610
Institute for Wealth Management
Colorado
$2.71M -$723K -4,041 -20%
BA
611
Bristlecone Advisors
Washington
$2.71M -$246K -1,375 -8%
CWA
612
Clearview Wealth Advisors
Oregon
$2.7M +$99.2K +554 +4%
AP
613
Adero Partners
California
$2.69M -$1.14M -6,341 -29%
JIP
614
Jaffetilchin Investment Partners
Florida
$2.69M +$43.1K +241 +2%
CFG
615
Carr Financial Group
Massachusetts
$2.67M -$80.9K -452 -3%
AZ
616
Alpha Zero
Florida
$2.64M -$82.7K -462 -3%
BWA
617
BCU Wealth Advisors
Illinois
$2.61M +$424K +2,370 +18%
BWM
618
BlackDiamond Wealth Management
New York
$2.61M +$111K +619 +4%
TL
619
Tradewinds LLC
North Carolina
$2.59M -$976K -5,450 -26%
CWP
620
Cyndeo Wealth Partners
Florida
$2.59M +$63.4K +354 +2%
ERWM
621
Elk River Wealth Management
Colorado
$2.57M -$319K -1,780 -11%
MCWS
622
McKinley Carter Wealth Services
West Virginia
$2.56M -$238K -1,327 -8%
CFG
623
Cooper Financial Group
California
$2.54M +$799K +4,465 +43%
MWM
624
Mission Wealth Management
California
$2.52M +$152K +850 +6%
CCFM
625
Clear Creek Financial Management
Washington
$2.49M +$271K +1,511 +12%
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