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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
276
TRUE Private Wealth Advisors
Oregon
$1.55M +$1.82M +19,103 New
GVAG
277
Great Valley Advisor Group
Delaware
$1.52M +$1.79M +18,749 New
PAMG
278
Patton Albertson Miller Group
Tennessee
$1.49M +$455K +4,767 +35%
ACP
279
Aveo Capital Partners
Colorado
$1.47M +$836K +8,757 +93%
LWM
280
Lionsbridge Wealth Management
Florida
$1.47M -$1.45M -15,162 -46%
UWM
281
USAdvisors Wealth Management
Minnesota
$1.46M +$1.35M +14,095 +358%
OPS
282
Orion Portfolio Solutions
Nebraska
$1.45M -$21.9M -229,684 -93%
APW
283
Austin Private Wealth
Texas
$1.4M +$213K +2,231 +15%
PFGIA
284
Patriot Financial Group Insurance Agency
Massachusetts
$1.38M +$870K +9,117 +116%
SFSG
285
Stearns Financial Services Group
North Carolina
$1.37M +$1.26M +13,218 +361%
WA
286
Winfield Associates
Ohio
$1.35M +$325K +3,401 +26%
AIA
287
Avalon Investment & Advisory
Texas
$1.3M – – –
TWM
288
Tolleson Wealth Management
Texas
$1.27M -$12.4M -129,908 -89%
STA
289
Summit Trail Advisors
New York
$1.27M +$1.5M +15,669 New
WLIM
290
White Lighthouse Investment Management
Massachusetts
$1.26M +$221K +2,318 +18%
NFG
291
Next Financial Group
Texas
$1.24M -$13.5K -141 -0.9%
SF
292
Symphony Financial
Texas
$1.24M +$1.44M +15,062 New
OAM
293
Oppenheimer Asset Management
New York
$1.24M +$383K +4,007 +36%
HIM
294
Hanlon Investment Management
New Jersey
$1.21M +$229K +2,401 +19%
TFS
295
TrustCore Financial Services
Tennessee
$1.2M +$918K +9,621 +184%
11A
296
10-15 Associates
New York
$1.2M +$1.41M +14,748 New
PAI
297
Pittenger & Anderson Inc
Nebraska
$1.19M +$41.9K +439 +3%
BAM
298
Belpointe Asset Management
Nevada
$1.19M +$127K +1,333 +10%
OC
299
Oppenheimer & Co
New York
$1.16M -$714K -7,475 -34%
PPW
300
Pasadena Private Wealth
California
$1.16M +$1.28M +13,406 New
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