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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1251
WealthBridge Capital Management
Ohio
$262K -$13.9K -74 -5%
SFS
1252
Symphony Financial Services
Ohio
$260K +$188 +1 +0.1%
FWP
1253
Falcon Wealth Planning
California
$260K +$5.25K +28 +2%
AWM
1254
Accurate Wealth Management
Florida
$258K -$24K -128 -9%
SWM
1255
Stark Wealth Management
Pennsylvania
$258K -$9.69M -51,636 -98%
ESB
1256
Essex Savings Bank
Connecticut
$257K -$22.7K -121 -8%
MCM
1257
Morton Capital Management
California
$255K +$188 +1 +0.1%
CFS
1258
Cannon Financial Strategists
Georgia
$253K – – –
AFGAS
1259
Allegiance Financial Group Advisory Services
Virginia
$253K -$80.1K -427 -25%
TA
1260
TrueWealth Advisors
Alabama
$253K -$38.5K -205 -14%
HTHT
1261
Hemenway Trust Hemenway Trust
New Hampshire
$253K -$37.5K -200 -13%
JWM
1262
JPL Wealth Management
Colorado
$252K +$18K +96 +8%
LI
1263
LifeWealth Investments
Florida
$252K -$36.4K -194 -13%
FFA
1264
Founders Financial Alliance
North Carolina
$251K +$17.8K +95 +8%
SRWM
1265
Shira Ridge Wealth Management
California
$250K -$25.9K -138 -10%
FSA
1266
Financial Services Advisory
Maryland
$249K +$240K +1,281 New
EI
1267
Ethic Inc
New York
$249K – – –
MCM
1268
Maple Capital Management
Vermont
$248K -$425K -2,266 -64%
ICP
1269
Ironvine Capital Partners
Nebraska
$248K +$9.01K +48 +4%
HC
1270
Headland Capital
South Carolina
$246K +$238K +1,266 New
CPW
1271
Cove Private Wealth
New York
$246K – – –
AWP
1272
Ascent Wealth Partners
New York
$245K -$159K -845 -40%
VP
1273
Verum Partners
North Carolina
$243K -$11.3K -60 -5%
LG
1274
Leuthold Group
Minnesota
$241K +$5.63K +30 +2%
MAG
1275
M3 Advisory Group
Massachusetts
$240K – – –
49 50
51
52 53