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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
601
Hoxton Planning & Management
West Virginia
$2.72M +$95.4K +476 +3%
DWA
602
Delta Wealth Advisors
Indiana
$2.72M -$300K -1,499 -10%
MWM
603
MorganRosel Wealth Management
Colorado
$2.7M -$1.8M -8,962 -39%
MHS
604
M Holdings Securities
Oregon
$2.7M -$8.62K -43 -0.3%
PFT
605
Providence First Trust
Arizona
$2.69M +$73K +364 +3%
GT
606
Greenleaf Trust
Michigan
$2.66M +$38.9K +194 +1%
TWM
607
Thrive Wealth Management
Pennsylvania
$2.66M -$45.7K -228 -2%
AZ
608
Alpha Zero
Florida
$2.65M -$47.7K -238 -2%
BEI
609
Benjamin Edwards Inc
Missouri
$2.62M +$48.1K +240 +2%
FCH
610
Freestone Capital Holdings
Washington
$2.62M -$49.3K -246 -2%
MWM
611
Mission Wealth Management
California
$2.61M -$47.3K -236 -2%
EFG
612
Ehrlich Financial Group
California
$2.59M +$1.53M +7,624 +130%
SAM
613
Smartleaf Asset Management
Massachusetts
$2.59M -$185K -924 -6%
KP
614
Keel Point
Alabama
$2.57M -$99.6K -497 -4%
MCWS
615
McKinley Carter Wealth Services
West Virginia
$2.56M -$28.3K -141 -1%
PCS
616
Private Client Services
Kentucky
$2.54M -$16.4K -82 -0.6%
CA
617
Chatterton & Associates
California
$2.54M +$545K +2,718 +27%
AWMG
618
ADG Wealth Management Group
Louisiana
$2.54M +$52.9K +264 +2%
WA
619
WBH Advisory
Maryland
$2.53M +$12.4K +62 +0.5%
RSWM
620
Robertson Stephens Wealth Management
California
$2.53M +$735K +3,669 +39%
FSA
621
Fort Sheridan Advisors
Illinois
$2.52M +$268K +1,335 +11%
YWM
622
Yukon Wealth Management
Kansas
$2.49M -$108K -538 -4%
LIA
623
LifePlan Investment Advisors
North Carolina
$2.48M -$1.46M -7,276 -36%
TSS
624
Two Sigma Securities
New York
$2.48M +$2.59M +12,935 New
RIM
625
Redwood Investment Management
Arizona
$2.47M -$1.86M -9,267 -42%
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