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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
601
EPG Wealth Management
Georgia
$323K +$113 +1 +0%
JCM
602
Jacobi Capital Management
Pennsylvania
$322K +$340 +3 +0.1%
BWM
603
BerganKDV Wealth Management
Minnesota
$320K +$14.1K +124 +5%
ADL
604
Asset Dedication LLC
California
$317K +$63.6K +561 +25%
JSL
605
JT Stratford LLC
Georgia
$314K -$55.6K -490 -15%
CL
606
COWA LLC
Oklahoma
$314K +$200K +1,766 +273%
FDCC
607
Foster Dykema Cabot & Co
Massachusetts
$302K -$119K -1,046 -28%
BP
608
BBR Partners
New York
$301K – – –
W
609
Wealthquest
Ohio
$301K +$20.6K +182 +7%
IC
610
IEQ Capital
California
$301K +$77.1K +680 +35%
CW
611
CreativeOne Wealth
Kansas
$298K +$297K +2,615 New
BFA
612
Beaumont Financial Advisors
Massachusetts
$291K – – –
IWA
613
IBEX Wealth Advisors
New Jersey
$288K -$34.4K -303 -11%
KNFPWM
614
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$283K +$281K +2,481 New
CWM
615
Cahaba Wealth Management
Georgia
$281K +$113 +1 +0%
SWM
616
SeaCrest Wealth Management
New York
$280K -$10.8K -95 -4%
IF
617
Integrity Financial
Wyoming
$280K +$42.5K +375 +18%
IFG
618
Independent Financial Group
California
$279K -$13.7K -121 -5%
VA
619
Valmark Advisers
Ohio
$278K +$4.31K +38 +2%
APW
620
Acima Private Wealth
Virginia
$275K – – –
EFH
621
Eaton Financial Holdings
Florida
$275K +$274K +2,415 New
TC
622
TownSquare Capital
Utah
$274K +$273K +2,408 New
JHP
623
James Hambro & Partners
United Kingdom
$274K +$22.7K +200 New
IWA
624
Icon Wealth Advisors
Texas
$273K – – –
SXL
625
Summit X LLC
Missouri
$272K -$1.25K -11 -0.5%
23 24
25
26 27