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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BOSSRA
751
B.O.S.S. Retirement Advisors
Utah
$1.53M +$1.15M +6,689 +397%
QCM
752
QRG Capital Management
Illinois
$1.53M +$19.8K +115 +1%
TRCT
753
Tower Research Capital (TRC)
New York
$1.53M -$9.72M -56,326 -87%
SC
754
SouthState Corp
Florida
$1.52M -$702K -4,068 -33%
CWMK
755
Caliber Wealth Management (Kansas)
Kansas
$1.52M +$337K +1,953 +31%
CCG
756
Catalina Capital Group
California
$1.52M +$35.4K +205 +3%
DIA
757
Dana Investment Advisors
Wisconsin
$1.5M +$82.3K +477 +6%
HS
758
Horan Securities
United States
$1.5M +$118K +685 +9%
OP
759
ORG Partners
Indiana
$1.5M +$1.05M +6,082 +294%
HFS
760
Haverford Financial Services
Pennsylvania
$1.49M – – –
MCCA
761
Mill Creek Capital Advisors
Pennsylvania
$1.49M +$1.03K +6 +0.1%
FCBT
762
First Citizens Bank & Trust
North Carolina
$1.48M -$39.9K -231 -3%
AA
763
Ancora Advisors
Ohio
$1.48M +$53.2K +308 +4%
BMWS
764
Brady Martz Wealth Solutions
North Dakota
$1.48M +$1.11M +6,445 +395%
DFA
765
DHK Financial Advisors
New Hampshire
$1.47M -$1.39M -8,066 -50%
SPWM
766
Schrum Private Wealth Management
Florida
$1.47M +$91K +527 +7%
FMII
767
Farmers & Merchants Investments Inc
Nebraska
$1.47M – – –
FA
768
Fedenia Advisers
Wisconsin
$1.46M +$22.6K +131 +2%
SS
769
Sunbelt Securities
Texas
$1.46M +$760K +4,403 +116%
DAS
770
Dynamic Advisor Solutions
Arizona
$1.45M +$53K +307 +4%
BFA
771
Benningfield Financial Advisors
California
$1.43M +$11.2K +65 +0.8%
NRC
772
New Republic Capital
North Carolina
$1.43M -$266K -1,541 -16%
GWMR
773
GC Wealth Management RIA
Massachusetts
$1.42M +$517K +2,994 +62%
LWA
774
Lantern Wealth Advisors
New York
$1.42M +$1.34M +7,754 New
WEG
775
World Equity Group
Illinois
$1.42M -$221K -1,283 -14%
29 30
31
32 33