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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1151
Catalyst Financial Partners
Massachusetts
$248K +$240K +1,384 New
EWA
1152
Evolution Wealth Advisors
Florida
$247K +$238K +1,375 New
VC
1153
Veracity Capital
Georgia
$246K -$2.6K -15 -1%
ASW
1154
Astoria Strategic Wealth
Texas
$245K -$185K -1,069 -44%
PA
1155
Procyon Advisors
Connecticut
$243K +$10.6K +61 +5%
NCG
1156
Newport Capital Group
New Jersey
$243K +$235K +1,354 New
LEFP
1157
Leading Edge Financial Planning
Tennessee
$240K -$8.5K -49 -4%
OWMIAS
1158
One Wealth Management Investment & Advisory Services
Florida
$239K -$6.49M -37,428 -97%
LG
1159
Leuthold Group
Minnesota
$238K – – –
CA
1160
Crewe Advisors
Utah
$237K – – –
CP
1161
Creekside Partners
California
$235K – – –
MCM
1162
Morton Capital Management
California
$234K +$227K +1,307 New
BCM
1163
Becker Capital Management
Oregon
$234K – – –
IF
1164
Integrity Financial
Wyoming
$234K -$7.63K -44 -3%
CFS
1165
Cannon Financial Strategists
Georgia
$233K – – –
CG
1166
Corundum Group
Colorado
$233K – – –
PWM
1167
PBMares Wealth Management
Virginia
$233K +$225K +1,298 New
PGAM
1168
Princeton Global Asset Management
New Jersey
$232K -$47K -271 -17%
MCM
1169
Maple Capital Management
Vermont
$232K -$30.5K -176 -12%
TIA
1170
Traphagen Investment Advisors
New Jersey
$232K +$224K +1,293 New
DACG
1171
Donor Advised Charitable Giving
California
$232K +$224K +1,291 New
SP
1172
Sequent Planning
Nebraska
$231K +$223K +1,287 New
TCM
1173
Traynor Capital Management
Pennsylvania
$231K +$223K +1,286 New
CIC
1174
Chilton Investment Company
Connecticut
$231K +$223K +1,286 New
BDF
1175
Black Diamond Financial
Maryland
$230K +$13K +75 +6%
45 46
47
48 49