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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
476
Gambit Capital Management
Tennessee
$4.88M +$4.83M +24,592 New
SF
477
SWP Financial
California
$4.87M -$5.38M -27,400 -53%
RFA
478
Rollins Financial Advisors
New York
$4.87M -$312K -1,590 -6%
GWP
479
Gen-Wealth Partners
Michigan
$4.86M -$3.22M -16,366 -40%
LCC
480
Lincoln Capital Corp
Rhode Island
$4.84M -$68.8K -350 -1%
BOSSRA
481
B.O.S.S. Retirement Advisors
Utah
$4.8M +$1.43M +7,260 +43%
SG
482
Stanich Group
New York
$4.76M -$81.9K -417 -2%
AWM
483
Aries Wealth Management
Maine
$4.76M -$57K -290 -1%
DWA
484
Delos Wealth Advisors
Texas
$4.76M +$103K +524 +2%
LFWA
485
LiftPoint Family Wealth Advisors
New Jersey
$4.73M +$4.68M +23,814 New
FHA
486
Flagship Harbor Advisors
Massachusetts
$4.67M +$57.4K +292 +1%
SQA
487
Simon Quick Advisors
New Jersey
$4.66M -$64.6K -329 -1%
SOS
488
Silver Oak Securities
Tennessee
$4.65M +$1.68M +8,565 +58%
TWA
489
TCI Wealth Advisors
Arizona
$4.62M -$85.5K -435 -2%
BIM
490
Bridges Investment Management
Nebraska
$4.62M – – –
HNH
491
Hopwood Nicholas Hunter
$4.6M +$4.55M +23,165 New
HOWA
492
Hudson Oak Wealth Advisory
New Jersey
$4.59M +$4.54M +23,115 New
MWM
493
MorganRosel Wealth Management
Colorado
$4.57M +$146K +744 +3%
OP
494
ORG Partners
Indiana
$4.57M +$939K +4,778 +26%
CWM
495
Curtis Wealth Management
Nevada
$4.55M +$4.39M +22,354 New
TCM
496
Triumph Capital Management
Colorado
$4.5M +$20K +102 +0.5%
SWM
497
Sherman Wealth Management
Maryland
$4.46M +$4.41M +22,466 New
CWM
498
Cornerstone Wealth Management
Missouri
$4.44M -$12K -61 -0.3%
TAM
499
Titleist Asset Management
Texas
$4.44M -$1.06M -5,391 -19%
BFP
500
Beacon Financial Planning
Massachusetts
$4.44M +$68K +346 +2%
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