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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
951
Curi RMB Capital
Illinois
$359K +$79.7K +510 +30%
WA
952
Waddell & Associates
Tennessee
$353K -$9.22K -59 -3%
IBOK
953
Independence Bank of Kentucky
Kentucky
$353K – – –
FFWA
954
FRG Family Wealth Advisors
Washington
$348K +$93K +595 +37%
AW
955
Avion Wealth
Texas
$347K – – –
RL
956
Retireful LLC
Michigan
$346K +$329K +2,104 New
SM
957
Sensible Money
Arizona
$345K – – –
WMA
958
Wealth Management Associates
New Jersey
$343K +$73.7K +472 +31%
AB
959
Atlas Brown
Kentucky
$340K +$41.2K +264 +15%
CAM
960
CPA Asset Management
Florida
$340K – – –
CCM
961
Carlson Capital Management
Minnesota
$339K -$11.7K -75 -4%
WFC
962
Western Financial Corp
California
$337K -$98.7K -632 -24%
SIAS
963
Summit Investment Advisory Services
Minnesota
$335K +$73.4K +470 +30%
W
964
Wealthquest
Ohio
$335K – – –
KFI
965
Key Financial Inc
Pennsylvania
$331K – – –
IAA
966
Independent Advisor Alliance
North Carolina
$329K -$30.8K -197 -9%
APW
967
Axim Planning & Wealth
Ohio
$329K +$312K +2,000 New
FFA
968
Florida Financial Advisors
Florida
$328K +$79.5K +509 +34%
IAIM
969
International Assets Investment Management
Florida
$326K +$25.8K +165 +9%
EWA
970
Elevate Wealth Advisory
Georgia
$326K +$10.6K +68 +4%
AWM
971
Aprio Wealth Management
Georgia
$325K – – –
WPP
972
Whalerock Point Partners
Rhode Island
$325K – – –
QWM
973
Quadcap Wealth Management
Texas
$324K +$14.4K +92 +5%
LSA
974
Lion Street Advisors
Texas
$323K – – –
GCP
975
GSA Capital Partners
United Kingdom
$323K +$59.1K +378 +24%
37 38
39
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