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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
776
Bellars Harris Wealth Management
Virginia
$1.25M +$1.2M +5,711 New
NRC
777
New Republic Capital
North Carolina
$1.25M -$175K -833 -13%
IAG
778
Ipsen Advisor Group
Arkansas
$1.24M +$2.1K +10 +0.2%
MFP
779
Meridian Financial Partners
Virginia
$1.24M +$8.39K +40 +0.7%
CIA
780
Compass Ion Advisors
Pennsylvania
$1.24M -$32.9K -157 -3%
IAA
781
Independent Advisor Alliance
North Carolina
$1.24M -$26.8M -127,736 -96%
PSCM
782
Per Stirling Capital Management
Texas
$1.24M -$6.92K -33 -0.6%
LSPW
783
Lake Street Private Wealth
Illinois
$1.24M -$135K -643 -10%
FGC
784
Financial Gravity Companies
Texas
$1.23M +$1.18M +5,627 New
TCOT
785
Trust Company of Toledo
Ohio
$1.23M -$839 -4 -0.1%
CWA
786
Crusonia Wealth Advisors
Colorado
$1.23M +$147K +700 +14%
DF
787
Daviman Financial
Indiana
$1.22M -$4.01M -19,122 -77%
SLP
788
Storen Legacy Partners
Indiana
$1.21M -$19.7K -94 -2%
MWM
789
Moulton Wealth Management
Washington
$1.21M +$1.16M +5,518 New
FFBTD
790
First Financial Bank - Trust Division
Ohio
$1.21M -$58.3K -278 -5%
EWM
791
Evolution Wealth Management
Florida
$1.21M -$154K -736 -12%
VCM
792
Violich Capital Management
California
$1.21M – – –
AWM
793
Aprio Wealth Management
Georgia
$1.19M -$11.5K -55 -1%
NWMP
794
Noble Wealth Management PBC
Colorado
$1.18M -$14.7K -70 -1%
CWAI
795
Core Wealth Advisors (Indiana)
Indiana
$1.18M -$4.39M -20,935 -80%
AWC
796
Abundance Wealth Counselors
Pennsylvania
$1.18M -$133K -636 -11%
SC
797
Soundwatch Capital
Connecticut
$1.17M -$11.3K -54 -1%
CPG
798
Cornerstone Planning Group
New Jersey
$1.17M -$2.45M -11,674 -68%
APC
799
Aspire Private Capital
North Carolina
$1.15M -$722K -3,442 -40%
CPCM
800
Cardinal Point Capital Management
Ontario, Canada
$1.15M -$3.77K -18 -0.3%
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