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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
776
Sunbelt Securities
Texas
$994K +$28.2K +172 +3%
AWM
777
Atticus Wealth Management
Florida
$993K -$87.2K -531 -8%
V
778
ViaWealth
Kansas
$990K -$267K -1,625 -22%
ACG
779
Allen Capital Group
Nebraska
$985K – – –
QCM
780
QRG Capital Management
Illinois
$985K +$228K +1,387 +32%
AFG
781
Allegheny Financial Group
Pennsylvania
$976K +$938K +5,713 New
SR
782
Syntax Research
Florida
$975K +$530K +3,230 +130%
GEA
783
Glen Eagle Advisors
New Jersey
$965K +$9.69K +59 +1%
SWA
784
Sightline Wealth Advisors
Connecticut
$955K +$372K +2,268 +68%
MCC
785
Maiden Cove Capital
Maine
$954K +$956K +5,821 New
FT
786
Fiduciary Trust
Massachusetts
$952K +$98K +597 +12%
IAG
787
Investment Advisory Group
Massachusetts
$942K +$164 +1 +0%
PAMG
788
Patton Albertson Miller Group
Tennessee
$941K – – –
TWCA
789
Two West Capital Advisors
Kansas
$938K +$902K +5,494 New
DIA
790
Dana Investment Advisors
Wisconsin
$928K +$460K +2,801 +106%
JWM
791
Jackson Wealth Management
Florida
$916K -$587K -3,577 -40%
MWM
792
Modera Wealth Management
New Jersey
$913K +$651K +3,962 +286%
SIS
793
Sound Income Strategies
Florida
$909K +$4.6K +28 +0.5%
AWG
794
Altus Wealth Group
Colorado
$904K +$63.7K +388 +8%
CFS
795
Coordinated Financial Services
Colorado
$901K -$51.7K -315 -6%
PCS
796
Personal CFO Solutions
New Jersey
$899K +$370K +2,255 +75%
SG
797
StoneX Group
New York
$897K +$88.7K +540 +11%
HS
798
Horan Securities
United States
$893K +$30.7K +187 +4%
EA
799
Everpar Advisors
Oklahoma
$886K +$436K +2,653 +105%
CM
800
Columbus Macro
Pennsylvania
$872K -$1.25M -7,615 -60%
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