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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
226
Ullmann Wealth Partners Group
Florida
$10.7M -$798K -6,275 -7%
AR
227
Apeiron RIA
Texas
$10.7M -$250K -1,968 -2%
CAG
228
Csenge Advisory Group
Florida
$10.6M +$449K +3,528 +5%
GWAG
229
Garrett Wealth Advisory Group
Texas
$10.6M -$256K -2,010 -2%
CFO
230
Custos Family Office
Texas
$10.5M +$122K +957 +1%
OCBCO
231
Oversea-Chinese Banking Corp (OCBC)
Singapore
$10.5M +$1.48M +11,663 +18%
FAIM
232
Financial Advocates Investment Management
Washington
$10.5M -$182K -1,430 -2%
IIA
233
IPG Investment Advisors
California
$10.5M +$1.76M +13,831 +22%
MFA
234
Mayflower Financial Advisors
Massachusetts
$10.4M +$534K +4,195 +6%
FFS
235
Founders Financial Securities
Maryland
$10.4M +$4.4M +34,595 +81%
SL
236
SWMG LLC
Texas
$10.4M +$1.27M +10,001 +15%
DLIC
237
Daido Life Insurance Company
Japan
$10.3M -$8.79M -69,137 -47%
CW
238
Cook Wealth
North Carolina
$10.3M +$531K +4,173 +6%
DE
239
Day & Ennis
Georgia
$10.2M +$1.92M +15,101 +25%
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$10.2M -$1.19M -9,326 -11%
EPA
241
Element Pointe Advisors
Florida
$10.1M -$223K -1,750 -2%
TWM
242
Tradition Wealth Management
Minnesota
$10.1M -$360K -2,828 -4%
EFL
243
ERn Financial LLC
Wisconsin
$10.1M -$206K -1,621 -2%
SWM
244
Spire Wealth Management
Virginia
$10M +$2.48M +19,508 +35%
TFA
245
Tobias Financial Advisors
Florida
$10M +$60.4K +475 +0.6%
PAWA
246
Palo Alto Wealth Advisors
California
$9.87M -$93.7K -737 -1%
LFS
247
Lutz Financial Services
Nebraska
$9.85M +$369K +2,899 +4%
AG
248
Ascent Group
Virginia
$9.78M +$157K +1,235 +2%
BHWM
249
Bay Harbor Wealth Management
Maryland
$9.77M -$35.4K -278 -0.4%
ERWM
250
Elk River Wealth Management
Colorado
$9.74M -$219K -1,721 -2%
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