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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
701
Accelerate Investment Advisors
California
$1.86M -$241K -1,284 -12%
LFA
702
Level Financial Advisors
New York
$1.85M -$108K -577 -6%
M
703
MATAURO
New York
$1.85M -$23.3K -124 -1%
DE
704
Diversified Enterprises
Delaware
$1.84M +$1.31K +7 +0.1%
BCWM
705
Bartlett & Co Wealth Management
Ohio
$1.83M -$231K -1,232 -12%
KIA
706
KCM Investment Advisors
California
$1.82M +$2.63K +14 +0.1%
SIA
707
Soltis Investment Advisors
Utah
$1.81M +$326K +1,739 +23%
RWP
708
Ridgeline Wealth Planning
Ohio
$1.79M -$169K -900 -9%
LWM
709
Lionsbridge Wealth Management
Florida
$1.79M +$20.8K +111 +1%
LA
710
LexAurum Advisors
Kansas
$1.75M -$237K -1,261 -12%
MCM
711
Mainstream Capital Management
California
$1.75M -$4.32K -23 -0.3%
AA
712
Ancora Advisors
Ohio
$1.75M +$170K +905 +11%
SPA
713
Shore Point Advisors
New Jersey
$1.75M +$72.8K +388 +5%
SPWG
714
Syntegra Private Wealth Group
Missouri
$1.74M -$93.1K -496 -5%
BW
715
Balance Wealth
Ohio
$1.74M -$1.1M -5,885 -40%
MWM
716
Mattern Wealth Management
Kansas
$1.73M -$113K -602 -6%
RIS
717
Richmond Investment Services
Wisconsin
$1.73M -$67.5K -360 -4%
CFG
718
Cooper Financial Group
California
$1.73M +$66K +352 +4%
BAM
719
Belpointe Asset Management
Nevada
$1.72M +$870K +4,636 +110%
GEA
720
Glen Eagle Advisors
New Jersey
$1.72M +$421K +2,246 +34%
CCG
721
Catalina Capital Group
California
$1.71M +$91K +485 +6%
HKIMG
722
Hutchens & Kramer Investment Management Group
Indiana
$1.7M -$200K -1,065 -11%
RPGNY
723
Retirement Planning Group (New York)
New York
$1.68M +$2.81K +15 +0.2%
B
724
Bailard
California
$1.67M +$4.5K +24 +0.3%
HFS
725
Haverford Financial Services
Pennsylvania
$1.66M +$76.9K +410 +5%
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