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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
801
Lake Street Private Wealth
Illinois
$660K -$625 -4 -0.1%
SPW
802
Sonoma Private Wealth
California
$659K -$7.81K -50 -1%
DIM
803
DLK Investment Management
California
$656K +$21.6K +138 +4%
BAM
804
Belpointe Asset Management
Nevada
$653K +$25K +160 +4%
AIM
805
Anchor Investment Management
South Carolina
$650K -$30.6K -196 -5%
LA
806
Lifeworks Advisors
Michigan
$647K +$615K +3,939 New
FNWA
807
Financial Network Wealth Advisors
Utah
$645K +$614K +3,927 New
GFA
808
Gallagher Fiduciary Advisors
Illinois
$645K +$60.1K +385 +11%
3F
809
360 Financial
Minnesota
$640K +$609K +3,896 New
CSWM
810
Cassady Schiller Wealth Management
Ohio
$636K +$49.4K +316 +9%
KFG
811
Kingdom Financial Group
Arizona
$634K +$193K +1,238 +47%
IWM
812
Iams Wealth Management
Nebraska
$632K -$48.6K -311 -7%
NCM
813
NCM Capital Management
New Jersey
$631K – – –
AA
814
Advisory Alpha
Michigan
$631K -$110K -701 -15%
SPWM
815
Schrum Private Wealth Management
Florida
$630K +$69.2K +443 +13%
FNT
816
First National Trust
Pennsylvania
$627K -$52.3K -335 -8%
YWS
817
Yarger Wealth Strategies
Ohio
$617K -$1.25K -8 -0.2%
WSWA
818
Warren Street Wealth Advisors
California
$613K -$24.4K -156 -4%
DWM
819
Drive Wealth Management
Utah
$611K +$197K +1,264 +52%
TWP
820
Tyche Wealth Partners
Texas
$609K -$516K -3,306 -47%
FCM
821
Firestone Capital Management
Florida
$600K -$1.88K -12 -0.3%
VA
822
Valmark Advisers
Ohio
$598K -$3.75K -24 -0.7%
DT
823
Diversified Trust
Tennessee
$598K -$9.37K -60 -2%
G
824
GenTrust
Florida
$597K – – –
LWA
825
Lantern Wealth Advisors
New York
$597K +$101K +649 +22%
31 32
33
34 35