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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
EFL
301
ERn Financial LLC
Wisconsin
$11.6M -$80.8K -466 -0.7%
NYLIM
302
New York Life Investment Management
New York
$11.6M +$7.98M +45,987 +248%
WPW
303
Watershed Private Wealth
Illinois
$11.4M +$496K +2,857 +5%
MW
304
Maia Wealth
Colorado
$11.4M +$921K +5,313 +9%
WQ
305
Wealth Quarterback
New Jersey
$11.4M -$1.92M -11,084 -15%
MWA
306
Motive Wealth Advisors
Michigan
$11.3M – – –
PCIG
307
Partners Capital Investment Group
Massachusetts
$11.2M +$25.7K +148 +0.2%
CFO
308
Custos Family Office
Texas
$11.1M -$397K -2,288 -4%
AR
309
Apeiron RIA
Texas
$11M +$444K +2,559 +4%
GIA
310
Gladstone Institutional Advisory
Florida
$11M +$21.5K +124 +0.2%
UWPG
311
Ullmann Wealth Partners Group
Florida
$11M -$120K -694 -1%
SRC
312
Shufro Rose & Co
New York
$10.9M – – –
FHA
313
First Horizon Advisors
Tennessee
$10.9M +$749K +4,321 +8%
CWG
314
Crown Wealth Group
North Carolina
$10.8M +$384K +2,215 +4%
WA
315
Waverly Advisors
Alabama
$10.7M +$263K +1,516 +3%
WAP
316
Wealthcare Advisory Partners
Pennsylvania
$10.7M -$95.6K -551 -0.9%
FFWA
317
Forthright Family Wealth Advisory
Texas
$10.6M -$771K -4,443 -7%
SWP
318
ShoreHaven Wealth Partners
New Jersey
$10.6M +$245K +1,410 +2%
NW
319
NewEdge Wealth
Pennsylvania
$10.5M +$276K +1,593 +3%
CG
320
Caprock Group
Idaho
$10.5M +$41.3K +238 +0.4%
EL
321
EQ LLC
Washington
$10.5M +$2.41M +13,872 +31%
WP
322
WealthShield Partners
North Carolina
$10.4M +$249K +1,437 +3%
WS
323
Wedbush Securities
California
$10.3M +$1.82M +10,479 +22%
FAM
324
Family Asset Management
South Carolina
$10.3M +$495K +2,854 +5%
GWSA
325
Global Wealth Strategies & Associates
Colorado
$10.3M +$355K +2,049 +4%
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