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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
OPAM
201
Ocean Park Asset Management
California
$22.4M – – –
PFA
202
Pure Financial Advisors
California
$22.3M +$2.1M +11,586 +10%
SW
203
SVB Wealth
Massachusetts
$21.9M +$21.9M +120,579 +5,427%
PWA
204
Physician Wealth Advisors
Utah
$21.5M +$442K +2,435 +2%
LWM
205
Liberty Wealth Management
California
$21.3M +$905K +4,985 +4%
SP
206
Stonebrook Private
Michigan
$21.2M +$55K +303 +0.3%
WFA
207
Wade Financial Advisory
California
$20.8M -$367K -2,019 -2%
AF
208
Allworth Financial
California
$20.7M -$548K -3,018 -3%
SP
209
Symmetry Partners
Connecticut
$20.4M +$8.23M +45,283 +65%
TWM
210
Tradition Wealth Management
Minnesota
$20.4M +$912K +5,021 +5%
DA
211
Detalus Advisors
Missouri
$20.3M -$58.5K -322 -0.3%
KFS
212
Kelly Financial Services
Massachusetts
$19.8M +$714K +3,930 +4%
SWC
213
Spectrum Wealth Counsel
Indiana
$19.8M -$923K -5,083 -4%
MWP
214
Meridian Wealth Partners
Pennsylvania
$19.7M +$229K +1,260 +1%
WCG
215
Weaver Consulting Group
California
$19.7M -$141K -778 -0.7%
KWM
216
Keebeck Wealth Management
Illinois
$19.4M +$174K +960 +0.9%
KNFPWM
217
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$19.4M +$1.76M +9,680 +10%
CA
218
CGN Advisors
Kansas
$19.3M +$146K +806 +0.7%
CWS
219
Cypress Wealth Services
California
$19.1M +$584K +3,215 +3%
DWM
220
Diversify Wealth Management
Utah
$19.1M +$735K +4,049 +4%
SWA
221
Stratos Wealth Advisors
Ohio
$18.7M +$382K +2,104 +2%
SI
222
Stephens Inc
Arkansas
$18.7M +$606K +3,335 +3%
WDL
223
Well Done LLC
Michigan
$18.6M – – –
SA
224
Skyline Advisors
Washington
$18.4M +$942K +5,185 +5%
SPIA
225
Strategic Point Investment Advisors
Rhode Island
$18.3M -$188K -1,033 -1%
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