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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1051
Realta Investment Advisors
Delaware
$298K – – –
CIR
1052
Clear Investment Research
Georgia
$297K -$7.39K -45 -3%
CFS
1053
Commonwealth Financial Services
West Virginia
$296K -$1.97K -12 -0.7%
CWM
1054
Calamos Wealth Management
Illinois
$295K +$59.9K +365 +27%
SC
1055
Solstein Capital
California
$291K – – –
PMFA
1056
Plante Moran Financial Advisors
Michigan
$289K +$175K +1,068 +171%
CAS
1057
Coppell Advisory Solutions
Texas
$287K +$276K +1,678 New
TWP
1058
Triad Wealth Partners
Kansas
$286K -$21.3K -130 -7%
PWP
1059
Principle Wealth Partners
Connecticut
$286K – – –
AT
1060
Arlington Trust
Alabama
$285K +$160K +977 +141%
WANY
1061
Wealthspire Advisors (New York)
New York
$284K +$4.76K +29 +2%
PTCG
1062
Pring Turner Capital Group
California
$284K -$899K -5,477 -77%
HWA
1063
HHM Wealth Advisors
Tennessee
$283K – – –
EB
1064
Exchange Bank
California
$283K +$35.5K +216 +15%
KFC
1065
Klingenstein Fields & Co
New York
$283K – – –
GGS
1066
Galvin Gaustad & Stein
Arizona
$282K +$271K +1,650 New
AL
1067
Aspiriant LLC
California
$281K – – –
RWM
1068
Ritholtz Wealth Management
New York
$279K +$268K +1,632 New
SWP
1069
SIMA Wealth Partners
Virginia
$276K +$266K +1,617 New
GI
1070
GAMMA Investing
California
$275K +$73.4K +447 +38%
RZH
1071
Relyea Zuckerberg Hanson
Connecticut
$275K – – –
FWP
1072
Falcon Wealth Planning
California
$275K +$15.1K +92 +6%
GC
1073
Grimes & Company
Massachusetts
$274K +$264K +1,607 New
PS
1074
Planned Solutions
California
$274K +$62.7K +382 +31%
TWM
1075
Tolleson Wealth Management
Texas
$274K -$6.73K -41 -2%
41 42
43
44 45