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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
226
Orion Portfolio Solutions
Nebraska
$4.73M +$278K +2,020 +6%
WPW
227
Waldron Private Wealth
Pennsylvania
$4.73M +$4.94M +35,919 New
SWM
228
Spire Wealth Management
Virginia
$4.72M +$1.15M +8,387 +31%
CG
229
Caprock Group
Idaho
$4.71M -$31.4K -228 -0.6%
MIAN
230
Mariner Independent Advisor Network
Kansas
$4.7M +$157K +1,145 +3%
RVPG
231
Relative Value Partners Group
$4.65M -$58K -422 -1%
MIFH
232
Migdal Insurance & Financial Holdings
Israel
$4.64M +$2.36M +17,159 +95%
MFG
233
Merit Financial Group
Georgia
$4.58M -$100K -729 -2%
BCMO
234
Buckingham Capital Management (Ohio)
Ohio
$4.55M -$122K -887 -3%
TC
235
Tacita Capital
Ontario, Canada
$4.54M -$39.9K -290 -0.8%
GRP
236
Global Retirement Partners
California
$4.52M -$17.3K -126 -0.4%
UCFA
237
United Capital Financial Advisors
Texas
$4.51M -$110K -797 -2%
FFG
238
Ford Financial Group
California
$4.5M -$40.3K -293 -0.9%
MCM
239
MAI Capital Management
Ohio
$4.46M +$15.7K +114 +0.3%
SW
240
SlateStone Wealth
Florida
$4.42M +$582K +4,236 +14%
AT
241
Arden Trust
Delaware
$4.4M +$856K +6,226 +23%
PAMS
242
Pictet Asset Management (Switzerland)
Switzerland
$4.36M +$4.56M +33,135 New
RTL
243
Red Tortoise LLC
Georgia
$4.31M +$5.7M +41,443 New
CA
244
Cetera Advisors
Colorado
$4.3M +$1.33M +9,695 +42%
FF
245
FourThought Financial
Florida
$4.16M -$2.34K -17 -0.1%
PFA
246
Pure Financial Advisors
California
$4.05M +$1.67M +12,119 +65%
VIM
247
Vista Investment Management
Pennsylvania
$3.98M +$12.5K +91 +0.3%
GIA
248
Gladstone Institutional Advisory
Florida
$3.9M +$802K +5,830 +25%
LNB
249
Ledyard National Bank
$3.86M -$344K -2,500 -8%
CWG
250
Cornerstone Wealth Group
North Carolina
$3.83M +$166K +1,209 +4%
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