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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
426
Braun-Bostich & Associates
Pennsylvania
$6.43M +$320K +1,786 +5%
AL
427
ADE LLC
Maryland
$6.25M +$460K +2,571 +8%
RSWM
428
Robertson Stephens Wealth Management
California
$6.2M +$51.7K +289 +0.8%
LIM
429
Leavell Investment Management
Alabama
$6.2M +$78.6K +439 +1%
FCP
430
Fidelis Capital Partners
Florida
$6.18M +$64.3K +359 +1%
PSCM
431
Per Stirling Capital Management
Texas
$6.18M -$60.5K -338 -0.9%
CFS
432
Commonwealth Financial Services
West Virginia
$6.11M +$612K +3,419 +11%
TPWA
433
Twin Peaks Wealth Advisors
California
$6.11M +$1.36M +7,609 +26%
GWANC
434
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.1M +$84.1K +470 +1%
MCM
435
MAI Capital Management
Ohio
$6.08M +$149K +833 +2%
MYIA
436
Mount Yale Investment Advisors
Colorado
$6.04M +$518K +2,892 +9%
LF
437
Lantz Financial
Illinois
$6.02M +$840K +4,690 +15%
AWE
438
Avidian Wealth Enterprises
Texas
$5.99M +$492K +2,749 +9%
CCA
439
Cora Capital Advisors
New Jersey
$5.93M -$3.4K -19 -0.1%
TAM
440
Titleist Asset Management
Texas
$5.9M +$576K +3,220 +10%
C1AG
441
Client 1st Advisory Group
Florida
$5.88M +$262K +1,464 +4%
VCP
442
Verus Capital Partners
Arizona
$5.84M +$514K +2,872 +9%
WFS
443
WealthGarden F.S.
California
$5.81M -$79K -441 -1%
SF
444
Symphony Financial
Texas
$5.76M -$2.58M -14,403 -29%
AG
445
AlTi Global
New York
$5.71M +$561K +3,134 +10%
BWMG
446
Barnes Wealth Management Group
California
$5.67M -$52.3K -292 -0.9%
NCM
447
Northwest Capital Management
Oregon
$5.62M -$1.25M -6,991 -18%
TWC
448
TD Waterhouse Canada
Ontario, Canada
$5.59M -$4.97M -27,777 -46%
AA
449
Armis Advisers
Georgia
$5.59M +$2.63M +14,714 +81%
FGA
450
Fortis Group Advisors
New Jersey
$5.58M -$594K -3,316 -9%
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