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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
SR
826
Syntax Research
Florida
$1.14M +$5.27K +29 +0.5%
LSPW
827
Lake Street Private Wealth
Illinois
$1.12M +$281K +1,547 +32%
MWM
828
Meridian Wealth Management
Kentucky
$1.12M +$363 +2 +0%
SC
829
Stephens Consulting
Michigan
$1.12M – – –
IC
830
IEQ Capital
California
$1.12M +$56.9K +313 +5%
GT
831
Glenview Trust
Kentucky
$1.12M – – –
VWA
832
Visionary Wealth Advisors
Illinois
$1.11M -$4.9K -27 -0.4%
ERIM
833
Eagle Ridge Investment Management
Connecticut
$1.11M -$8.54K -47 -0.7%
MIC
834
Meridian Investment Counsel
California
$1.11M – – –
MCC
835
Maiden Cove Capital
Maine
$1.11M -$46.5K -256 -4%
GVAG
836
Great Valley Advisor Group
Delaware
$1.11M +$287K +1,580 +34%
BWP
837
Bernardo Wealth Planning
Pennsylvania
$1.1M -$7.99K -44 -0.7%
AWM
838
Atticus Wealth Management
Florida
$1.1M +$46.9K +258 +4%
AA
839
Ancora Advisors
Ohio
$1.1M +$34.7K +191 +3%
WEG
840
World Equity Group
Illinois
$1.09M +$430K +2,365 +63%
LWA
841
Lantern Wealth Advisors
New York
$1.09M +$294K +1,618 +36%
PGFC
842
Peapack-Gladstone Financial Corp
New Jersey
$1.09M -$18.3K -101 -2%
HH
843
Hilltop Holdings
Texas
$1.09M -$2.11M -11,630 -66%
EA
844
Ergawealth Advisors
Illinois
$1.08M -$93.9K -517 -8%
GSC
845
G&S Capital
Colorado
$1.08M -$38.9K -214 -3%
AWC
846
Abundance Wealth Counselors
Pennsylvania
$1.08M – – –
BTWM
847
Brass Tax Wealth Management
Ohio
$1.07M +$182 +1 +0%
YP
848
YANKCOM Partnership
South Dakota
$1.07M +$1.09M +6,000 New
KWM
849
Kingsview Wealth Management
Oregon
$1.07M -$3.14M -17,295 -74%
IAG
850
Ipsen Advisor Group
Arkansas
$1.07M +$1.09M +5,986 New
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