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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
HTHT
626
Hemenway Trust Hemenway Trust
New Hampshire
$330K – – –
AW
627
Avion Wealth
Texas
$328K – – –
OCM
628
Orion Capital Management
California
$327K +$14.2K +107 +5%
LA
629
Latitude Advisors
Florida
$327K +$323K +2,431 New
SFS
630
Security Financial Services
Indiana
$326K – – –
SXL
631
Summit X LLC
Missouri
$325K -$216K -1,630 -40%
APW
632
Acima Private Wealth
Virginia
$325K – – –
PPWM
633
PFG Private Wealth Management
Florida
$322K -$32.9K -248 -9%
BP
634
BBR Partners
New York
$318K – – –
JCM
635
Jacobi Capital Management
Pennsylvania
$317K +$5.44K +41 +2%
OCM
636
One Capital Management
California
$317K +$314K +2,361 New
T
637
TCWP
Ohio
$312K -$185K -1,392 -37%
LC
638
Lavaca Capital
Texas
$311K -$454K -3,420 -60%
MWM
639
Meridian Wealth Management
Kentucky
$308K -$9.43K -71 -3%
CRI
640
Colonial River Investments
Virginia
$305K +$6.11K +46 +2%
ACK
641
Andrew C. Karlinski
$303K -$12.3K -93 -4%
FLPIM
642
F.L. Putnam Investment Management
Massachusetts
$302K +$74.1K +558 +33%
CWA
643
Clearview Wealth Advisors
Oregon
$299K +$797 +6 +0.3%
CAG
644
Curtis Advisory Group
California
$298K -$126K -950 -30%
OWA
645
Octavia Wealth Advisors
Ohio
$294K -$40.1K -302 -12%
LA
646
LexAurum Advisors
Kansas
$294K -$1.99K -15 -0.7%
CAM
647
Crestone Asset Management
Colorado
$294K – – –
FMWA
648
Forvis Mazars Wealth Advisors
Missouri
$292K +$54.7K +412 +23%
DF
649
Donoghue Forlines
Massachusetts
$286K +$2.52K +19 +0.9%
WIA
650
World Investment Advisors
California
$282K -$10.9K -82 -4%
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