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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
701
MBE Wealth Management
Wisconsin
$1.58M +$16.1K +77 +1%
AFO
702
Allie Family Office
Florida
$1.58M – – –
ACA
703
Arsenal Capital Advisors
Pennsylvania
$1.57M +$260K +1,241 +21%
OFG
704
Opulen Financial Group
Virginia
$1.57M +$22K +105 +1%
IWS
705
Insight Wealth Strategies
California
$1.56M -$13.5M -64,574 -90%
RA
706
Rubicon Advisors
California
$1.56M +$1.26M +6,021 +560%
SWM
707
Silverlake Wealth Management
Vermont
$1.56M -$49.9K -238 -3%
TH
708
TCTC Holdings
Texas
$1.55M +$320K +1,526 +28%
BWP
709
Bernardo Wealth Planning
Pennsylvania
$1.54M -$839 -4 -0.1%
DIA
710
Dana Investment Advisors
Wisconsin
$1.54M -$8.6K -41 -0.6%
LL
711
LPWM LLC
Minnesota
$1.53M -$34.4K -164 -2%
SPAS
712
Spectrum Planning & Advisory Services
California
$1.53M -$3.96M -18,864 -73%
RI
713
Ruggiero Investments
Florida
$1.51M -$210 -1 -0%
SHIM
714
Stone House Investment Management
Pennsylvania
$1.51M -$16.6M -79,246 -92%
TFA
715
Tranquilli Financial Advisor
New Jersey
$1.51M +$47.2K +225 +3%
SC
716
Saiph Capital
New Jersey
$1.51M +$41.9K +200 +3%
FPL
717
Fortress Private Ledger
North Carolina
$1.51M -$52.8K -252 -4%
BBHC
718
Brown Brothers Harriman & Co
New York
$1.5M -$2.1M -10,000 -59%
CAM
719
Cozad Asset Management
Illinois
$1.5M -$110K -523 -7%
MGIA
720
Moneta Group Investment Advisors
Missouri
$1.5M -$154K -734 -10%
VR
721
Vision Retirement
New Jersey
$1.48M +$64.2K +306 +5%
M
722
MATAURO
New York
$1.48M -$38.4K -183 -3%
FIBOI
723
First International Bank of Israel
$1.48M -$327K -1,560 -19%
OCM
724
One Capital Management
California
$1.47M – – –
LA
725
LexAurum Advisors
Kansas
$1.46M -$48K -229 -3%
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