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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
3F
401
360 Financial
Minnesota
$6.34M +$5.46M +33,223 +853%
RSWM
402
Robertson Stephens Wealth Management
California
$6.25M -$587K -3,577 -9%
TFM
403
Trademark Financial Management
Minnesota
$6.21M +$308K +1,874 +5%
ONB
404
Old National Bancorp
Indiana
$6.19M -$495K -3,012 -8%
FAM
405
Formidable Asset Management
Ohio
$6.17M +$1.51M +9,180 +34%
CCA
406
Cora Capital Advisors
New Jersey
$6.04M -$163K -995 -3%
MCM
407
MAI Capital Management
Ohio
$6.02M +$90.8K +553 +2%
EFG
408
Ethos Financial Group
Pennsylvania
$6.01M -$5.09K -31 -0.1%
CWM
409
Certus Wealth Management
California
$5.98M +$1.83M +11,162 +47%
SVWG
410
Shared Vision Wealth Group
United States
$5.96M +$169K +1,028 +3%
IFG
411
Independent Financial Group
California
$5.89M +$1.32M +8,054 +30%
SQA
412
Simon Quick Advisors
New Jersey
$5.87M +$100K +609 +2%
HCM
413
Highview Capital Management
Illinois
$5.81M +$1.63M +9,914 +41%
BBA
414
Braun-Bostich & Associates
Pennsylvania
$5.78M +$2.84M +17,283 +104%
TFA
415
Tranquilli Financial Advisor
New Jersey
$5.76M -$200K -1,218 -3%
PLU
416
Performa Ltd (US)
South Carolina
$5.76M +$249K +1,516 +5%
AF
417
Advisornet Financial
Minnesota
$5.75M +$534K +3,250 +11%
PWA
418
Pillar Wealth Advisors
Pennsylvania
$5.73M -$3.9M -23,760 -41%
CA
419
CoreCap Advisors
Michigan
$5.7M +$246K +1,497 +5%
PSCM
420
Per Stirling Capital Management
Texas
$5.68M -$1.26M -7,690 -19%
IC
421
Inscription Capital
Texas
$5.66M +$12.8K +78 +0.2%
BAM
422
BOS Asset Management
Illinois
$5.64M +$823K +5,014 +18%
GWP
423
Gen-Wealth Partners
Michigan
$5.56M +$36.3K +221 +0.7%
LIM
424
Leavell Investment Management
Alabama
$5.52M +$633K +3,852 +14%
AWE
425
Avidian Wealth Enterprises
Texas
$5.47M -$38.4K -234 -0.7%
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17
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