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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1101
Lodestone Wealth Management
Washington
$417K -$19K -110 -5%
CAAS
1102
Capital Asset Advisory Services
Michigan
$415K -$64.4K -373 -14%
JTWM
1103
Jackson Thornton Wealth Management
Alabama
$414K – – –
BCM
1104
Becker Capital Management
Oregon
$413K +$164K +952 +73%
SM
1105
Sensible Money
Arizona
$410K – – –
KFI
1106
Key Financial Inc
Pennsylvania
$410K +$3.45K +20 +0.9%
SHF
1107
Stage Harbor Financial
Massachusetts
$409K -$25K -145 -6%
EB
1108
Exchange Bank
California
$408K – – –
ZF
1109
Zhang Financial
Michigan
$408K +$21.9K +127 +6%
LFG
1110
Lockerman Financial Group
California
$406K +$60.6K +351 +19%
GPA
1111
Guerra Pan Advisors
New Jersey
$403K – – –
AT
1112
Arlington Trust
Alabama
$401K – – –
SWA
1113
Sightline Wealth Advisors
Connecticut
$401K -$97.3K -564 -20%
CFP
1114
Catalyst Financial Partners
Massachusetts
$400K +$52.1K +302 +16%
BFIM
1115
Beese Fulmer Investment Management
Ohio
$398K +$10.7K +62 +3%
ACM
1116
Advance Capital Management
Michigan
$397K – – –
PTC
1117
Philadelphia Trust Company
Pennsylvania
$394K – – –
JWM
1118
JGP Wealth Management
Oregon
$393K – – –
WMA
1119
Wealth Management Associates
New Jersey
$392K – – –
CW
1120
Channel Wealth
California
$390K +$36.9K +214 +11%
WIM
1121
Westside Investment Management
California
$388K +$280K +1,620 +325%
CAM
1122
CPA Asset Management
Florida
$387K +$6.73K +39 +2%
KA
1123
Klingman & Associates
New York
$386K – – –
A
1124
Argentarii
Ohio
$386K – – –
AWP
1125
Ascent Wealth Partners
New York
$385K -$59.5K -345 -14%
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