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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1201
FWL Investment Management
Texas
$75K +$72.1K +439 New
SWM
1202
Sugarloaf Wealth Management
Georgia
$72.9K +$15.8K +96 +29%
LC
1203
Lindbrook Capital
California
$72.4K – – –
CB
1204
Chris Bulman
California
$71.4K +$68.6K +418 New
CP
1205
Castleview Partners
Texas
$67.5K -$17.2K -105 -21%
BCMLT
1206
Beacon Capital Management LLC (Tennessee)
Tennessee
$65.7K +$4.76K +29 +8%
GG
1207
Gleason Group
Kentucky
$64.9K +$62.4K +380 New
DJSG
1208
D.J. St. Germain
Massachusetts
$63.5K +$20.2K +123 +49%
RCM
1209
Richardson Capital Management
Wisconsin
$62.4K +$164 +1 +0.3%
NFSG
1210
Newbridge Financial Services Group
Florida
$62K -$1.15K -7 -2%
AWM
1211
Activest Wealth Management
Florida
$60.3K +$11K +67 +23%
RIL
1212
Rothschild Investment LLC
Illinois
$59.6K – – –
DAM
1213
Delta Asset Management
Tennessee
$59.1K – – –
SFC
1214
Strategic Financial Concepts
Texas
$56K +$102M +620,738 +22,145%
ANBT
1215
American National Bank & Trust
Texas
$49.7K -$671K -4,085 -93%
TIM
1216
Thompson Investment Management
Wisconsin
$48.3K -$10.5K -64 -18%
TFGT
1217
TS Financial Group (TSFG)
Illinois
$47K – – –
PA
1218
Pineridge Advisors
Missouri
$46.8K -$20.5K -125 -31%
CWP
1219
Concord Wealth Partners
Virginia
$46.4K -$6.08K -37 -12%
CAM
1220
Chesapeake Asset Management
New York
$45.3K +$43.5K +265 New
FWP
1221
FAS Wealth Partners
Kansas
$44.7K -$5.25K -32 -11%
BBHC
1222
Brown Brothers Harriman & Co
New York
$44.6K +$4.76K +29 +13%
OWA
1223
Opal Wealth Advisors
New York
$41.3K +$39.7K +242 New
TF
1224
Tompkins Financial
New York
$40.6K +$39.1K +238 New
PA
1225
PSI Advisors
Florida
$39.6K – – –
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