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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
626
Aspire Wealth Management
Massachusetts
$271K +$2.38K +21 +0.9%
TCWM
627
Total Clarity Wealth Management
Illinois
$271K -$153K -1,352 -36%
KIM
628
Karpus Investment Management
New York
$271K -$213K -1,882 -44%
VWA
629
V Wealth Advisors
Kansas
$271K -$1.81K -16 -0.7%
MA
630
Montag & Associates
Georgia
$263K -$323K -2,851 -55%
WGCA
631
Wolf Group Capital Advisors
Virginia
$263K – – –
NCM
632
Northside Capital Management
Oregon
$259K +$258K +2,273 New
IAA
633
Independent Advisor Alliance
North Carolina
$258K -$131K -1,157 -34%
CA
634
Clearstead Advisors
Ohio
$258K – – –
CWA
635
Clearview Wealth Advisors
Oregon
$256K +$1.13K +10 +0.4%
FPCP
636
Fort Point Capital Partners
California
$255K -$7.83K -69 -3%
SSC
637
Syverson Strege & Co
Iowa
$254K +$454 +4 +0.2%
AW
638
Avion Wealth
Texas
$253K – – –
MIM
639
Marco Investment Management
Georgia
$250K – – –
MYIA
640
Mount Yale Investment Advisors
Colorado
$249K -$67.8K -598 -22%
CAM
641
Crestone Asset Management
Colorado
$249K – – –
LA
642
LexAurum Advisors
Kansas
$247K +$794 +7 +0.3%
IBOK
643
Independence Bank of Kentucky
Kentucky
$244K – – –
WAG
644
Windsor Advisory Group
Ohio
$243K +$242K +2,132 New
DF
645
Donoghue Forlines
Massachusetts
$243K -$11.1K -98 -4%
FWM
646
Fairhaven Wealth Management
Illinois
$240K +$239K +2,104 New
SM
647
Sensible Money
Arizona
$239K +$238K +2,097 New
DTC
648
Davidson Trust Company
Washington
$237K -$9.3K -82 -4%
JGIA
649
Jackson Grant Investment Advisers
Connecticut
$237K +$907 +8 +0.4%
CIR
650
Clear Investment Research
Georgia
$237K -$3.06K -27 -1%
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