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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
801
Huntington National Bank
Ohio
$1.26M – – –
ACM
802
Ardent Capital Management
Ohio
$1.26M – – –
LA
803
Latitude Advisors
Florida
$1.26M -$403K -2,337 -25%
RMAM
804
Raab & Moskowitz Asset Management
New Jersey
$1.25M +$194K +1,125 +20%
NF
805
Nikulski Financial
Iowa
$1.25M +$173 +1 +0%
SOS
806
Silver Oak Securities
Tennessee
$1.25M +$54K +313 +5%
QWM
807
Quadcap Wealth Management
Texas
$1.23M +$881K +5,107 +311%
RWM
808
Riverchase Wealth Management
Texas
$1.23M -$47.1K -273 -4%
LFA
809
LGT Financial Advisors
Texas
$1.23M +$127K +733 +12%
MWM
810
Meridian Wealth Management
Kentucky
$1.23M -$1.73K -10 -0.1%
T
811
Transce3nd
Texas
$1.22M -$265K -1,534 -19%
MWA
812
MN Wealth Advisors
Kansas
$1.22M +$662K +3,838 +135%
IRC
813
Investors Research Corp
Georgia
$1.22M +$115K +665 +11%
SWP
814
Semus Wealth Partners
Florida
$1.22M +$33.7K +195 +3%
BWP
815
Bernardo Wealth Planning
Pennsylvania
$1.21M +$62.8K +364 +6%
LSPW
816
Lake Street Private Wealth
Illinois
$1.21M +$5.7K +33 +0.5%
GEA
817
Glen Eagle Advisors
New Jersey
$1.2M +$33.1K +192 +3%
EFG
818
Ehrlich Financial Group
California
$1.2M -$64.2K -372 -5%
WWP
819
Waypoint Wealth Partners
California
$1.2M -$58.9K -341 -5%
SC
820
Saiph Capital
New Jersey
$1.2M – – –
FFP
821
FourThought Financial Partners
Florida
$1.19M -$173 -1 -0%
FGC
822
Financial Gravity Companies
Texas
$1.16M +$1.09M +6,332 New
GAM
823
Gotham Asset Management
New York
$1.16M +$1.09M +6,332 New
MSFS
824
Main Street Financial Solutions
Pennsylvania
$1.16M +$1.09M +6,330 New
HA
825
Herold Advisors
New York
$1.16M +$38.8K +225 +4%
31 32
33
34 35