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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
476
Evergreen Capital Management
Washington
$943K +$1.13K +8 +0.1%
D
477
Diversified
Delaware
$939K -$227K -1,608 -20%
SS
478
Sunbelt Securities
Texas
$929K +$206K +1,455 +26%
FPGK
479
Financial Partners Group (Kansas)
Kansas
$925K +$423K +2,995 +78%
TWM
480
Tolleson Wealth Management
Texas
$912K – – –
VWA
481
Visionary Wealth Advisors
Illinois
$908K +$37.2K +263 +4%
TA
482
Tiedemann Advisors
New York
$898K +$872K +6,169 New
LAS
483
Lloyd Advisory Services
Georgia
$890K +$665K +4,704 +333%
CCA
484
Clearwater Capital Advisors
Illinois
$888K -$6.08K -43 -0.7%
OC
485
Oppenheimer & Co
New York
$887K +$78.4K +555 +10%
RCG
486
Regatta Capital Group
California
$887K +$861K +6,091 New
MWM
487
Mascoma Wealth Management
New Hampshire
$885K +$85.5K +605 +11%
AR
488
Apeiron RIA
Texas
$877K +$851K +6,025 New
RA
489
RFG Advisory
Alabama
$871K +$61.2K +433 +8%
LFG
490
Larson Financial Group
Missouri
$866K +$5.37K +38 +0.6%
CAAS
491
Capital Asset Advisory Services
Michigan
$864K -$63.9K -452 -7%
AWC
492
Abundance Wealth Counselors
Pennsylvania
$852K -$208K -1,472 -20%
USCWA
493
U.S. Capital Wealth Advisors
Texas
$852K +$254K +1,799 +44%
LC
494
Lavaca Capital
Texas
$834K +$8.2K +58 +1%
SHJ
495
Sharkey, Howes & Javer
Colorado
$825K -$104K -733 -11%
CWA
496
Centennial Wealth Advisory
Michigan
$824K +$87.2K +617 +12%
BCM
497
Beck Capital Management
Texas
$817K -$39.1K -277 -5%
BSW
498
Buckingham Strategic Wealth
Missouri
$813K +$15.1K +107 +2%
PPW
499
Pasadena Private Wealth
California
$809K +$103K +732 +15%
4WM
500
4J Wealth Management
Virginia
$800K -$91.9K -650 -11%
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