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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
476
Omni 360 Wealth
New Jersey
$4.22M +$135K +822 +3%
FSA
477
Financial Services Advisory
Maryland
$4.22M -$2.3M -14,025 -36%
BCG
478
Breakwater Capital Group
New Jersey
$4.21M +$21.3K +130 +0.5%
CPIG
479
Chicago Partners Investment Group
Illinois
$4.17M +$44.7K +272 +1%
SIM
480
SSI Investment Management
California
$4.17M +$4.01M +24,420 New
FCM
481
Fortis Capital Management
Washington
$4.16M +$8.05K +49 +0.2%
MSA
482
Marino Stram & Associates
Massachusetts
$4.13M +$161K +980 +4%
PI
483
PineBridge Investments
New York
$4.12M -$267K -1,626 -6%
C1AG
484
Client 1st Advisory Group
Florida
$4.1M +$1.01M +6,128 +34%
GM
485
GeoWealth Management
Illinois
$4.07M -$14.4M -87,412 -79%
CAL
486
Capital Analysts LLC
Pennsylvania
$4M +$1.81M +11,025 +89%
CC
487
Copperleaf Capital
North Carolina
$3.94M +$1.43M +8,696 +60%
CAG
488
Crestwood Advisors Group
Massachusetts
$3.94M +$1.92M +11,711 +103%
WF
489
Warner Financial
Maryland
$3.92M +$8.37K +51 +0.2%
FCBT
490
First Citizens Bank & Trust
North Carolina
$3.91M -$1.12M -6,809 -23%
KWM
491
Kingsview Wealth Management
Oregon
$3.91M +$3.03M +18,472 +417%
AWAU
492
Alliance Wealth Advisors (Utah)
Utah
$3.87M +$414K +2,521 +13%
MWM
493
MorganRosel Wealth Management
Colorado
$3.84M -$166K -1,010 -4%
WIC
494
Woodmont Investment Counsel
Tennessee
$3.8M -$150K -911 -4%
CWP
495
Cyndeo Wealth Partners
Florida
$3.8M +$1.5M +9,106 +69%
CWM
496
Cornerstone Wealth Management
Missouri
$3.79M +$83.7K +510 +2%
PTC
497
Private Trust Company
Ohio
$3.76M +$146K +891 +4%
KWS
498
Keystone Wealth Services
California
$3.75M +$236K +1,440 +7%
TAM
499
Titleist Asset Management
Texas
$3.74M +$3.01M +18,330 +514%
KAS
500
KPP Advisory Services
Kentucky
$3.74M +$31K +189 +0.9%
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