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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
651
Wells Financial Advisors
Massachusetts
$2.41M -$890K -4,532 -27%
TAM
652
Tocqueville Asset Management
New York
$2.4M +$2.37M +12,087 New
BWM
653
BigSur Wealth Management
Florida
$2.38M – – –
BWA
654
Bestgate Wealth Advisors
Maryland
$2.38M +$982 +5 +0%
SAW
655
Signal Advisors Wealth
Michigan
$2.38M -$1.33M -6,744 -36%
MWM
656
Meridian Wealth Management
Kentucky
$2.36M +$366K +1,865 +19%
TFM
657
TFC Financial Management
Massachusetts
$2.36M -$9.43K -48 -0.4%
JHC
658
J. Hagan Capital
Kentucky
$2.36M -$687K -3,495 -23%
HAFG
659
Hansen & Associates Financial Group
California
$2.35M +$169K +859 +8%
LCP
660
Larch Capital Partners
Florida
$2.35M +$2.33M +11,833 New
FSA
661
Fort Sheridan Advisors
Illinois
$2.35M +$1.38K +7 +0.1%
KWA
662
Kingswood Wealth Advisors
California
$2.34M -$30.1K -153 -1%
HWA
663
Heritage Wealth Architects
Minnesota
$2.33M -$30.8K -157 -1%
EL
664
EQ LLC
Washington
$2.31M -$1.42M -7,230 -38%
MA
665
MONECO Advisors
Connecticut
$2.28M -$31.4K -160 -1%
NL
666
NWAM LLC
Washington
$2.27M -$2.15M -10,965 -49%
TP
667
Tranquility Partners
Tennessee
$2.21M -$91K -463 -4%
AWA
668
Asempa Wealth Advisors
Louisiana
$2.21M +$2.18M +11,114 New
EWA
669
Exencial Wealth Advisors
Oklahoma
$2.21M +$17.5K +89 +0.8%
PP
670
Patten & Patten
Tennessee
$2.19M – – –
HC
671
Henshaw Capital
Massachusetts
$2.18M – – –
ECA
672
Elevated Capital Advisors
Utah
$2.18M -$8.64K -44 -0.4%
MG
673
Mather Group
Illinois
$2.18M -$1.37M -6,958 -39%
VFG
674
Victory Financial Group
Texas
$2.18M +$1.74M +8,875 +422%
TWA
675
Talisman Wealth Advisors
New Jersey
$2.17M +$11.2K +57 +0.5%
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