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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
626
Evergreen Capital Management
Washington
$2.56M +$841K +4,485 +52%
EWA
627
EverSource Wealth Advisors
Alabama
$2.56M -$390K -2,081 -14%
AIP
628
Almanack Investment Partners
Pennsylvania
$2.54M +$9.76K +52 +0.4%
TL
629
Tradewinds LLC
North Carolina
$2.53M -$456K -2,429 -16%
BSTWA
630
Blake Schutter Theil Wealth Advisors
Ohio
$2.51M -$71.1K -379 -3%
CPIG
631
Chicago Partners Investment Group
Illinois
$2.51M -$59.3K -316 -2%
MHB
632
Midwest Heritage Bank
Iowa
$2.5M +$1.31K +7 +0.1%
MWA
633
Merkkuri Wealth Advisors
New York
$2.48M -$500K -2,663 -17%
YWM
634
Yukon Wealth Management
Kansas
$2.48M -$36.2K -193 -1%
AWMG
635
ADG Wealth Management Group
Louisiana
$2.47M +$282K +1,504 +13%
JSW
636
Journey Strategic Wealth
New Jersey
$2.46M -$104K -552 -4%
CFD
637
Creative Financial Designs
Indiana
$2.46M -$757K -4,034 -24%
GWMR
638
GC Wealth Management RIA
Massachusetts
$2.43M +$887K +4,728 +61%
IFWM
639
Institute for Wealth Management
Colorado
$2.43M -$307K -1,638 -12%
FFG
640
Frisch Financial Group
New York
$2.42M +$2.34M +12,467 New
TWP
641
Tempus Wealth Planning
California
$2.39M +$34.3K +183 +2%
FAIM
642
Financial Advocates Investment Management
Washington
$2.34M -$18.8M -100,274 -89%
BWM
643
BigSur Wealth Management
Florida
$2.33M – – –
BWA
644
Bestgate Wealth Advisors
Maryland
$2.33M +$27.6K +147 +1%
TFM
645
TFC Financial Management
Massachusetts
$2.32M -$1.13K -6 -0.1%
KWA
646
Kingswood Wealth Advisors
California
$2.32M +$378K +2,016 +20%
FSA
647
Fort Sheridan Advisors
Illinois
$2.3M +$106K +564 +5%
BCA
648
Bay Colony Advisors
Massachusetts
$2.27M +$131K +696 +6%
HWA
649
Heritage Wealth Architects
Minnesota
$2.27M -$65.5K -349 -3%
MA
650
MONECO Advisors
Connecticut
$2.27M -$1.28M -6,823 -37%
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