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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
451
Commonwealth Financial Services
West Virginia
$5.76M +$636K +3,504 +12%
AWE
452
Avidian Wealth Enterprises
Texas
$5.75M +$115K +632 +2%
RFA
453
Rollins Financial Advisors
New York
$5.67M +$168K +926 +3%
PLU
454
Performa Ltd (US)
South Carolina
$5.66M +$23.8K +131 +0.4%
APA
455
Astoria Portfolio Advisors
New York
$5.63M -$8.57M -47,175 -60%
VCP
456
Verus Capital Partners
Arizona
$5.58M -$562K -3,095 -9%
TAM
457
Titleist Asset Management
Texas
$5.57M +$876K +4,821 +18%
JWCA
458
J.W. Cole Advisors
Florida
$5.53M -$171K -942 -3%
FA
459
FDx Advisors
Illinois
$5.51M -$80.5K -443 -1%
KCM
460
KM Capital Management
Texas
$5.47M +$254K +1,398 +5%
AC
461
Avant Capital
Louisiana
$5.45M +$5.56M +30,628 New
AFG
462
Atomi Financial Group
New York
$5.44M +$1.82M +10,030 +49%
LF
463
Lantz Financial
Illinois
$5.44M +$160K +880 +3%
KWS
464
Keystone Wealth Services
California
$5.42M +$1.39M +7,625 +33%
AG
465
AlTi Global
New York
$5.4M – – –
KAS
466
KPP Advisory Services
Kentucky
$5.35M +$220K +1,210 +4%
WIA
467
World Investment Advisors
California
$5.34M +$405K +2,230 +8%
FFA
468
First Foundation Advisors
California
$5.34M +$5.44M +29,959 New
MSA
469
Marino Stram & Associates
Massachusetts
$5.3M +$445K +2,449 +9%
GLA
470
Good Life Advisors
Pennsylvania
$5.3M -$12.3M -67,541 -69%
AC
471
Avestar Capital
New York
$5.29M -$6.72K -37 -0.1%
ISFAN
472
Investor's Fiduciary Advisor Network
Washington
$5.29M +$5.39M +29,694 New
TPWA
473
Twin Peaks Wealth Advisors
California
$5.26M +$672K +3,700 +14%
EFG
474
Ethos Financial Group
Pennsylvania
$5.25M -$964K -5,305 -15%
CAAM
475
Cornerstone Advisors Asset Management
Pennsylvania
$5.22M +$98.1K +540 +2%
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