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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
201
Keystone Financial Group (Kentucky)
Kentucky
$5.32M -$123K -956 -2%
CFA
202
Carroll Financial Associates
North Carolina
$5.26M +$743K +5,800 +17%
JIP
203
Jaffetilchin Investment Partners
Florida
$5.16M +$1.99M +15,495 +57%
IFWM
204
Institute for Wealth Management
Colorado
$5.14M -$63.2K -493 -1%
BWM
205
BCGM Wealth Management
Indiana
$5.12M -$212K -1,653 -4%
WWM
206
Western Wealth Management
Colorado
$5.04M +$1.51M +11,753 +45%
DWM
207
Doyle Wealth Management
Florida
$4.99M +$902K +7,035 +23%
RPGK
208
Retirement Planning Group (Kansas)
Kansas
$4.91M +$4.73M +36,930 New
MWA
209
Motive Wealth Advisors
Michigan
$4.89M +$4.72M +36,793 New
WCG
210
Wall Capital Group
Arizona
$4.87M +$59.5K +464 +1%
NA
211
NewEdge Advisors
Louisiana
$4.82M +$191K +1,492 +4%
CG
212
Caprock Group
Idaho
$4.78M +$118K +920 +3%
TPA
213
Trivium Point Advisory
Connecticut
$4.76M +$1.24M +9,669 +37%
RVPG
214
Relative Value Partners Group
$4.75M -$140K -1,089 -3%
RF
215
Rollins Financial
Georgia
$4.72M +$2.73M +21,315 +150%
MFG
216
Merit Financial Group
Georgia
$4.71M -$97.4K -760 -2%
BCMO
217
Buckingham Capital Management (Ohio)
Ohio
$4.71M +$9.1K +71 +0.2%
BRWA
218
B. Riley Wealth Advisors
Florida
$4.69M -$383K -2,990 -8%
UCFA
219
United Capital Financial Advisors
Texas
$4.65M +$297K +2,317 +7%
TC
220
Tacita Capital
Ontario, Canada
$4.61M +$584K +4,555 +15%
MIAN
221
Mariner Independent Advisor Network
Kansas
$4.58M +$1.07M +8,374 +32%
GRP
222
Global Retirement Partners
California
$4.58M -$11.4K -89 -0.3%
FFG
223
Ford Financial Group
California
$4.58M +$135K +1,055 +3%
AC
224
Apella Capital
Connecticut
$4.57M +$1.33M +10,384 +43%
CA
225
CGN Advisors
Kansas
$4.53M +$107K +831 +2%
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