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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
176
Journey Advisory Group
Kentucky
$22.5M -$37.2K -238 -0.2%
BMCM
177
Bryn Mawr Capital Management
Pennsylvania
$22.3M +$1.87M +11,983 +9%
SW
178
SteelPeak Wealth
California
$22M -$227K -1,452 -1%
BCM
179
Brookstone Capital Management
Illinois
$21.9M +$2.45M +15,705 +13%
FFA
180
Farther Finance Advisors
California
$21.9M +$3.96M +25,371 +23%
EL
181
EWA LLC
Pennsylvania
$21.7M +$2.03M +13,002 +11%
VHAM
182
Van Hulzen Asset Management
California
$21.6M +$119K +763 +0.6%
AWP
183
Ascent Wealth Partners
New York
$21.4M +$638K +4,084 +3%
HCP
184
Holt Capital Partners
Texas
$21M +$848K +5,426 +4%
FM
185
Family Management
New York
$20.8M +$3.11M +19,888 +19%
OPAM
186
Ocean Park Asset Management
California
$20.7M – – –
AF
187
Allworth Financial
California
$20.4M -$1.93M -12,326 -9%
AWM
188
Alterna Wealth Management
Texas
$20.3M +$270K +1,726 +16%
SWC
189
Spectrum Wealth Counsel
Indiana
$20.1M +$28.4K +182 +0.1%
OWA
190
One Wealth Advisors
California
$20M +$158K +1,011 +0.8%
PO
191
Private Ocean
California
$19.6M -$14M -89,569 -43%
BFG
192
Buttonwood Financial Group
Missouri
$19.5M +$503K +3,221 +3%
MWP
193
Meridian Wealth Partners
Pennsylvania
$19.4M +$90.3K +578 +0.5%
WFA
194
Wade Financial Advisory
California
$19.3M +$2.37M +15,144 +15%
CFFP
195
Center for Financial Planning
Michigan
$19.1M -$460K -2,943 -2%
HFA
196
High Falls Advisors
New York
$19.1M -$5.13M -32,835 -22%
KWM
197
Keebeck Wealth Management
Illinois
$18.9M +$783K +5,014 +5%
WDL
198
Well Done LLC
Michigan
$18.8M -$26M -166,647 -59%
KIM
199
Karpus Investment Management
New York
$18.8M -$77.3K -495 -0.4%
TWM
200
Tradition Wealth Management
Minnesota
$18.6M +$25.3K +162 +0.1%
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