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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1251
Solstein Capital
California
$321K -$5.61K -28 -2%
IF
1252
Intrua Financial
Texas
$321K +$30.3K +151 +10%
WSWA
1253
Warren Street Wealth Advisors
California
$320K -$11K -55 -3%
FEG
1254
Fund Evaluation Group
Ohio
$319K – – –
MA
1255
Mosaic Advisors
Texas
$318K +$308K +1,535 New
BDF
1256
Black Diamond Financial
Maryland
$318K +$19.6K +98 +6%
AWM
1257
Activest Wealth Management
Florida
$318K -$893K -4,455 -73%
APW
1258
Aventura Private Wealth
Florida
$317K +$109K +546 +49%
MCM
1259
Morton Capital Management
California
$315K +$200 +1 +0.1%
TPWA
1260
TRUE Private Wealth Advisors
Oregon
$314K -$21K -105 -6%
IA
1261
Invested Advisors
Pennsylvania
$314K -$1.2K -6 -0.4%
AWA
1262
American Wealth Advisors
Georgia
$313K +$601 +3 +0.2%
IPW
1263
Impact Partnership Wealth
Georgia
$312K +$38.7K +193 +13%
SWP
1264
SIMA Wealth Partners
Virginia
$310K – – –
FWP
1265
Falcon Wealth Planning
California
$310K +$49.7K +248 +18%
CIR
1266
Clear Investment Research
Georgia
$305K -$62.9K -314 -17%
VDC
1267
Van Diest Capital
Iowa
$304K -$29.1K -145 -8%
SFP
1268
Sterling Financial Planning
New Jersey
$304K +$200 +1 +0.1%
BWL
1269
Beacon Wealthcare LLC
North Carolina
$303K – – –
HWMG
1270
Hurlow Wealth Management Group
Indiana
$303K – – –
LAS
1271
Lloyd Advisory Services
Georgia
$303K -$2.19M -10,904 -87%
KFG
1272
Kingdom Financial Group
Arizona
$303K -$136K -678 -30%
FFG
1273
Fortress Financial Group
Minnesota
$302K -$372K -1,857 -54%
GKWIM
1274
Gerber Kawasaki Wealth & Investment Management
California
$300K -$7.62K -38 -2%
NPT
1275
Nixon Peabody Trust
Massachusetts
$298K -$62.9K -314 -17%
49 50
51
52 53