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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
751
JFS Wealth Advisors
Pennsylvania
$1.51M +$15.9K +85 +1%
MCA
752
MSH Capital Advisors
Arizona
$1.5M -$287K -1,527 -16%
CPC
753
Consolidated Planning Corp
Georgia
$1.5M +$62.9K +335 +5%
AFW
754
Avantra Family Wealth
Pennsylvania
$1.49M +$1.44M +7,674 New
CAM
755
Cozad Asset Management
Illinois
$1.49M – – –
OC
756
Oppenheimer & Co
New York
$1.49M +$588K +3,135 +69%
DAS
757
Dynamic Advisor Solutions
Arizona
$1.48M -$53.8K -287 -4%
FA
758
Flagstar Advisors
New York
$1.48M -$453K -2,415 -24%
SG
759
StoneX Group
New York
$1.47M +$61K +325 +4%
TCWM
760
Total Clarity Wealth Management
Illinois
$1.46M -$161K -858 -10%
ACG
761
Allen Capital Group
Nebraska
$1.46M – – –
NRC
762
New Republic Capital
North Carolina
$1.46M -$61.2K -326 -4%
MSWA
763
Marshall & Sterling Wealth Advisors
New York
$1.45M -$435K -2,317 -24%
ACA
764
Ackerman Capital Advisors
Texas
$1.44M -$27.4K -146 -2%
MWM
765
MBE Wealth Management
Wisconsin
$1.44M -$24K -128 -2%
FI
766
Financial Insights
Washington
$1.44M -$47.7K -254 -3%
LWA
767
Lantern Wealth Advisors
New York
$1.43M -$72.2K -385 -5%
CICC
768
Capital Investment Counsel (Colorado)
Colorado
$1.42M +$609K +3,244 +79%
LFA
769
LGT Financial Advisors
Texas
$1.42M +$113K +603 +9%
VA
770
Valmark Advisers
Ohio
$1.42M -$12.9K -69 -0.9%
NFG
771
Nations Financial Group
Iowa
$1.42M +$233K +1,244 +21%
WWM
772
WT Wealth Management
Arizona
$1.41M +$56.1K +299 +4%
IG
773
IFS Group
Pennsylvania
$1.41M +$1.35M +7,179 New
HNB
774
Huntington National Bank
Ohio
$1.4M – – –
LA
775
Latitude Advisors
Florida
$1.4M +$61.7K +329 +5%
29 30
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32 33