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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
676
HYA Advisors
Missouri
$219K – – –
GW
677
GW & Wade
Massachusetts
$218K +$238K +1,948 New
SPAS
678
Spectrum Planning & Advisory Services
California
$216K – – –
RIA
679
Realta Investment Advisors
Delaware
$212K +$6.22K +51 +3%
IF
680
Intrua Financial
Texas
$211K -$709K -5,811 -75%
PWMG
681
Pinnacle Wealth Management Group
Michigan
$211K -$5K -41 -2%
GLA
682
Good Life Advisors
Pennsylvania
$210K -$9.03K -74 -4%
MC
683
Moors & Cabot
Massachusetts
$209K +$11.5K +94 +5%
QC
684
Quent Capital
New York
$209K +$59.9K +491 +36%
BCWM
685
Bartlett & Co Wealth Management
Ohio
$208K +$122K +1,001 +116%
BC
686
Bartlett & Co
Ohio
$208K +$122K +1,001 +116%
SC
687
Solstein Capital
California
$207K -$9.03K -74 -4%
CW
688
CreativeOne Wealth
Kansas
$206K -$132K -1,082 -37%
FMWA
689
Forvis Mazars Wealth Advisors
Missouri
$206K -$39.8K -326 -15%
CIA
690
Capital Investment Advisors
Georgia
$204K -$13.8K -113 -6%
IF
691
Integrity Financial
Wyoming
$204K +$122 +1 +0.1%
RCM
692
RB Capital Management
Nevada
$203K +$221K +1,815 New
SIA
693
Schechter Investment Advisors
Michigan
$202K – – –
SC
694
SouthState Corp
Florida
$202K +$221K +1,811 New
SPI
695
Sutton Place Investors
New York
$201K -$180K -1,477 -45%
IBOK
696
Independence Bank of Kentucky
Kentucky
$200K +$218K +1,790 New
KFI
697
Key Financial Inc
Pennsylvania
$196K +$172K +1,410 +422%
LTI
698
Laffer Tengler Investments
Tennessee
$194K – – –
CI
699
CX Institutional
Indiana
$192K +$14.8K +121 +8%
LS
700
Leelyn Smith
Illinois
$185K +$1.71K +14 +0.9%
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