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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAI
451
Core Wealth Advisors (Indiana)
Indiana
$5.15M +$5.09M +25,915 New
LWA
452
Lifelong Wealth Advisors
Minnesota
$5.13M -$4.14M -21,085 -45%
STA
453
Summit Trail Advisors
New York
$5.12M -$25.2M -128,373 -83%
B
454
Bedminster
South Carolina
$5.11M +$5.05M +25,716 New
RTL
455
Red Tortoise LLC
Georgia
$5.1M +$12K +61 +0.2%
SWMG
456
Stillwater Wealth Management Group
Florida
$5.1M +$134K +681 +3%
OC
457
Oppenheimer & Co
New York
$5.08M +$3.52M +17,932 +234%
SVWG
458
Shared Vision Wealth Group
United States
$5.07M -$2.15M -10,933 -31%
FCM
459
Fortis Capital Management
Washington
$5.06M +$165K +839 +3%
MWM
460
Mosley Wealth Management
California
$5.06M +$5.06M +25,733 New
WWM
461
Western Wealth Management
Colorado
$5.06M -$517K -2,631 -9%
CFO
462
Custos Family Office
Texas
$5.06M -$1.65M -8,403 -25%
LF
463
Lantz Financial
Illinois
$5.05M -$2.14M -10,916 -30%
AG
464
AlTi Global
New York
$5.04M +$978K +4,976 +24%
HWA
465
HMV Wealth Advisors
Louisiana
$5.03M -$31.4K -160 -0.6%
IAS
466
Insigneo Advisory Services
Florida
$5.02M +$3.41M +17,369 +220%
WF
467
Warner Financial
Maryland
$5.02M -$212K -1,081 -4%
TC
468
Tacita Capital
Ontario, Canada
$5.02M -$15.1K -77 -0.3%
KAS
469
KPP Advisory Services
Kentucky
$4.97M -$575K -2,926 -10%
WFAG
470
Worth Financial Advisory Group
North Carolina
$4.96M -$108K -552 -2%
SAG
471
SageView Advisory Group
California
$4.95M -$22.6K -115 -0.5%
TPWA
472
Twin Peaks Wealth Advisors
California
$4.94M -$3.04M -15,466 -39%
DF
473
Daviman Financial
Indiana
$4.93M +$4.88M +24,830 New
FWM
474
Forteris Wealth Management
New York
$4.91M +$4.85M +24,708 New
AWE
475
Avidian Wealth Enterprises
Texas
$4.9M -$2.55M -12,979 -34%
17 18
19
20 21