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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
776
Burns Matteson Capital Management
New York
$350K +$330K +2,592 New
ACA
777
Aptus Capital Advisors
Alabama
$348K -$4.07K -32 -1%
PSP
778
Pacific Sage Partners
Washington
$344K +$325K +2,552 New
KWM
779
Kingsview Wealth Management
Oregon
$337K -$41K -322 -11%
VWA
780
V Wealth Advisors
Kansas
$335K +$16.9K +133 +6%
LRPA
781
L. Roy Papp & Associates
Arizona
$334K -$53.9K -424 -15%
WJA
782
Willis Johnson & Associates
Texas
$330K +$311K +2,445 New
AW
783
Avion Wealth
Texas
$329K – – –
AFAS
784
Acorn Financial Advisory Services
Virginia
$329K +$20.2K +159 +7%
AWM
785
Atticus Wealth Management
Florida
$328K +$249K +1,957 +410%
SWM
786
SeaCrest Wealth Management
New York
$328K -$5.21K -41 -2%
EWS
787
Evergreen Wealth Solutions
Pennsylvania
$327K -$4.9M -38,510 -94%
APW
788
Acima Private Wealth
Virginia
$326K – – –
FWCM
789
Ferguson Wellman Capital Management
Oregon
$326K -$87.1K -685 -22%
GFPC
790
Global Financial Private Client
Florida
$326K +$307K +2,417 New
BFA
791
Beaumont Financial Advisors
Massachusetts
$325K -$30.7K -241 -9%
3LCM
792
3D/L Capital Management
Connecticut
$320K -$202K -1,585 -40%
MG
793
Mather Group
Illinois
$318K +$1.02K +8 +0.3%
IF
794
Integrity Financial
Wyoming
$316K -$254 -2 -0.1%
LFA
795
LGT Financial Advisors
Texas
$314K +$296K +2,330 New
MC
796
Moors & Cabot
Massachusetts
$309K – – –
CTWM
797
Cherry Tree Wealth Management
Minnesota
$309K +$291K +2,289 New
SSA
798
Schonfeld Strategic Advisors
New York
$308K +$291K +2,285 New
HA
799
Herold Advisors
New York
$306K -$25.4K -200 -8%
SCA
800
STALEY CAPITAL ADVISERS
Pennsylvania
$301K +$284K +2,233 New
30 31
32
33 34