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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1526
Barrett & Company
Rhode Island
$37.1K – – –
WWM
1527
Wolff Wiese Magana
California
$36.9K – – –
TSMHT
1528
Thurston Springer Miller Herd & Titak
Indiana
$36.4K – – –
SIM
1529
Sims Investment Management
Ohio
$36.4K +$34.8K +166 New
RFA
1530
Reyes Financial Architecture
California
$35.8K – – –
CWM
1531
Copia Wealth Management
Oregon
$35.1K – – –
RF
1532
Roxbury Financial
New Jersey
$34.5K – – –
GCM
1533
Gables Capital Management
Florida
$33.8K – – –
AIS
1534
Advocate Investing Services
Maryland
$33.3K +$12.4K +59 +63%
AFC
1535
Ares Financial Consulting
California
$33.1K – – –
CFM
1536
Cornerstone Financial Management
Massachusetts
$33.1K – – –
KPP
1537
Kings Path Partners
Texas
$32.3K – – –
CWP
1538
Concord Wealth Partners
Virginia
$32K +$30.6K +146 New
CI
1539
Cordant Inc
Oregon
$31.8K +$30.4K +145 New
FLP
1540
Financial Life Planners
Arizona
$31.7K +$210 +1 +0.7%
FC
1541
Financial Consulate
Maryland
$31.4K – – –
HC
1542
Hurley Capital
New York
$30.6K +$210 +1 +0.7%
SEP
1543
Signature Equity Partners
Ohio
$29.9K -$74.2K -354 -72%
SC
1544
Sawyer & Company
Massachusetts
$28.1K – – –
GKIM
1545
GW&K Investment Management
Massachusetts
$28K – – –
FMB
1546
Field & Main Bank
Kentucky
$27K – – –
CAM
1547
Chesapeake Asset Management
New York
$27K – – –
DFA
1548
DHJJ Financial Advisors
Illinois
$26.7K – – –
PWM
1549
Peterson Wealth Management
Nevada
$26.7K – – –
EF
1550
Entrust Financial
Pennsylvania
$26K -$69K -329 -74%
60 61
62
63 64