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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1101
Capital Asset Advisory Services
Michigan
$415K -$64.4K -373 -14%
JTWM
1102
Jackson Thornton Wealth Management
Alabama
$414K – – –
BCM
1103
Becker Capital Management
Oregon
$413K +$164K +952 +73%
SM
1104
Sensible Money
Arizona
$410K – – –
KFI
1105
Key Financial Inc
Pennsylvania
$410K +$3.45K +20 +0.9%
SHF
1106
Stage Harbor Financial
Massachusetts
$409K -$25K -145 -6%
EB
1107
Exchange Bank
California
$408K – – –
ZF
1108
Zhang Financial
Michigan
$408K +$21.9K +127 +6%
LFG
1109
Lockerman Financial Group
California
$406K +$60.6K +351 +19%
GPA
1110
Guerra Pan Advisors
New Jersey
$403K – – –
AT
1111
Arlington Trust
Alabama
$401K – – –
SWA
1112
Sightline Wealth Advisors
Connecticut
$401K -$97.3K -564 -20%
CFP
1113
Catalyst Financial Partners
Massachusetts
$400K +$52.1K +302 +16%
BFIM
1114
Beese Fulmer Investment Management
Ohio
$398K +$10.7K +62 +3%
ACM
1115
Advance Capital Management
Michigan
$397K – – –
PTC
1116
Philadelphia Trust Company
Pennsylvania
$394K – – –
JWM
1117
JGP Wealth Management
Oregon
$393K – – –
WMA
1118
Wealth Management Associates
New Jersey
$392K – – –
CW
1119
Channel Wealth
California
$390K +$36.9K +214 +11%
WIM
1120
Westside Investment Management
California
$388K +$280K +1,620 +325%
CAM
1121
CPA Asset Management
Florida
$387K +$6.73K +39 +2%
KA
1122
Klingman & Associates
New York
$386K – – –
A
1123
Argentarii
Ohio
$386K – – –
AWP
1124
Ascent Wealth Partners
New York
$385K -$59.5K -345 -14%
AL
1125
Aspiriant LLC
California
$384K -$7.59K -44 -2%
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