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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1251
Creekside Partners
California
$233K – – –
BCM
1252
Becker Capital Management
Oregon
$232K – – –
KFP
1253
KMG Fiduciary Partners
Ohio
$232K +$237K +1,304 New
CFS
1254
Cannon Financial Strategists
Georgia
$232K – – –
MCM
1255
Maple Capital Management
Vermont
$230K – – –
OWMIAS
1256
One Wealth Management Investment & Advisory Services
Florida
$230K -$7.63K -42 -3%
CA
1257
Crewe Advisors
Utah
$229K -$6.72K -37 -3%
FWM
1258
Foguth Wealth Management
Michigan
$229K +$226K +1,244 New
CIC
1259
Chilton Investment Company
Connecticut
$229K – – –
EI
1260
Ethic Inc
New York
$228K +$233K +1,281 New
OPCM
1261
Osborne Partners Capital Management
California
$228K -$152K -837 -40%
GJIA
1262
Glass Jacobson Investment Advisors
Maryland
$227K +$65.8K +362 +40%
IF
1263
Integrity Financial
Wyoming
$227K -$5.27K -29 -2%
CFG
1264
Copley Financial Group
California
$227K +$13.8K +76 +6%
HPC
1265
HM Payson & Co
Maine
$227K +$19.4K +107 +9%
BAG
1266
Bridgewealth Advisory Group
California
$227K +$222K +1,221 New
LG
1267
Leuthold Group
Minnesota
$227K -$10.2K -56 -4%
TIA
1268
Traphagen Investment Advisors
New Jersey
$226K -$4.72K -26 -2%
EW
1269
Element Wealth
Mississippi
$225K +$87K +479 +61%
CSWM
1270
Cassady Schiller Wealth Management
Ohio
$222K -$31.8K -175 -12%
MHR
1271
Matthew Hamilton Rosenberg
$221K +$10.7K +59 +5%
AA
1272
ArborFi Advisors
Michigan
$221K +$225K +1,241 New
1WA
1273
180 Wealth Advisors
Washington
$220K -$1.27K -7 -0.6%
MAG
1274
M3 Advisory Group
Massachusetts
$220K +$182 +1 +0.1%
GC
1275
Garde Capital
Washington
$219K – – –
49 50
51
52 53