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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
876
Belpointe Asset Management
Nevada
$1.12M -$630K -3,205 -36%
IAG
877
Ipsen Advisor Group
Arkansas
$1.12M -$37.9K -193 -3%
RWM
878
Riverchase Wealth Management
Texas
$1.12M -$93.9K -478 -8%
RCM
879
Raleigh Capital Management
North Carolina
$1.12M -$918K -4,671 -45%
P
880
Palladiem
Pennsylvania
$1.12M +$1.1M +5,584 New
LSIA
881
LaSalle St. Investment Advisors
Illinois
$1.12M -$114K -578 -9%
SLP
882
Storen Legacy Partners
Indiana
$1.11M +$1.1M +5,613 New
MWS
883
MFA Wealth Services
California
$1.1M -$47.9K -244 -4%
VCM
884
Violich Capital Management
California
$1.1M – – –
WDG
885
Wealth Dimensions Group
Ohio
$1.1M -$94.7K -482 -8%
LJAC
886
L.J. Altfest & Co
New York
$1.09M – – –
MCA
887
MSH Capital Advisors
Arizona
$1.09M -$440K -2,238 -29%
PAS
888
PKS Advisory Services
New York
$1.09M -$103K -522 -9%
KWA
889
Kellett Wealth Advisors
Ohio
$1.09M +$5.7K +29 +0.5%
TCOT
890
Trust Company of Toledo
Ohio
$1.09M +$66.2K +337 +7%
VCM
891
Vavra Capital Management
Pennsylvania
$1.09M +$1.08M +5,472 New
VW
892
Vantus Wealth
Pennsylvania
$1.08M +$1.07M +5,455 New
PAMG
893
Patton Albertson Miller Group
Tennessee
$1.08M -$4.13K -21 -0.4%
RBCM
894
Raub Brock Capital Management
California
$1.08M +$4.91K +25 +0.5%
SFG
895
Sovereign Financial Group
Connecticut
$1.08M -$1.13M -5,743 -51%
RWP
896
Ridgeline Wealth Planning
Ohio
$1.07M -$741K -3,770 -41%
IAG
897
Investment Advisory Group
Massachusetts
$1.07M +$393 +2 +0%
LWA
898
Lantern Wealth Advisors
New York
$1.07M -$389K -1,982 -27%
MWM
899
Maridea Wealth Management
New York
$1.06M +$27.1K +138 +3%
EIA
900
Eldridge Investment Advisors
New Hampshire
$1.06M -$106K -540 -9%
34 35
36
37 38