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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
701
Soltis Investment Advisors
Utah
$1.12M +$101K +647 +11%
FEM
702
Fulcrum Equity Management
Texas
$1.12M +$1.06M +6,799 New
CA
703
Continuum Advisory
Idaho
$1.11M +$181K +1,158 +20%
WDG
704
Wealth Dimensions Group
Ohio
$1.1M -$123K -789 -11%
EA
705
Ergawealth Advisors
Illinois
$1.09M -$213K -1,366 -17%
CWA
706
CM Wealth Advisors
Ohio
$1.08M +$1.04M +6,688 New
SC
707
Stephens Consulting
Michigan
$1.08M – – –
SC
708
Saiph Capital
New Jersey
$1.08M -$32.8K -210 -3%
WFM
709
Wolff Financial Management
Michigan
$1.07M -$16.9K -108 -2%
FSA
710
Financial Sense Advisors
California
$1.06M -$85.8K -549 -8%
FHC
711
First Heartland Consultants
Missouri
$1.06M +$250K +1,598 +33%
DAS
712
Dynamic Advisor Solutions
Arizona
$1.05M +$118K +757 +13%
GT
713
Glenview Trust
Kentucky
$1.05M -$19.5K -125 -2%
AWM
714
Atticus Wealth Management
Florida
$1.04M +$185K +1,187 +23%
FI
715
FWG Investments
Kentucky
$1.04M -$31.1K -199 -3%
WWP
716
WR Wealth Planners
Missouri
$1.03M -$1.33M -8,494 -58%
LJAC
717
L.J. Altfest & Co
New York
$1.03M +$29.4K +188 +3%
JPG
718
Jordan Park Group
California
$1.02M -$5.31K -34 -0.5%
LA
719
LexAurum Advisors
Kansas
$1.01M -$351K -2,244 -27%
PGFC
720
Peapack-Gladstone Financial Corp
New Jersey
$1.01M +$15.6K +100 +2%
CW
721
Connectus Wealth
Ohio
$1M +$6.72K +43 +0.7%
PCM
722
Parsons Capital Management
Rhode Island
$1M +$58.3K +373 +7%
AWC
723
Abundance Wealth Counselors
Pennsylvania
$994K – – –
VCA
724
Verdence Capital Advisors
Maryland
$988K +$367K +2,349 +64%
EWA
725
EverSource Wealth Advisors
Alabama
$987K -$199K -1,276 -17%
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