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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
951
Lansing Street Advisors
Pennsylvania
$439K +$985 +6 +0.2%
MWA
952
Monograph Wealth Advisors
California
$439K – – –
SWM
953
SeaCrest Wealth Management
New York
$439K +$42.9K +261 +11%
CCA
954
Clearwater Capital Advisors
Illinois
$438K – – –
EWS
955
Evergreen Wealth Solutions
Pennsylvania
$436K +$42K +256 +11%
FA
956
Fermata Advisors
California
$434K -$17.2K -105 -4%
CNBTD
957
Citizens National Bank Trust Department
Mississippi
$434K – – –
TCOV
958
Trust Company of Vermont
Vermont
$432K +$34K +207 +9%
CAAS
959
Capital Asset Advisory Services
Michigan
$431K +$20.7K +126 +5%
DWG
960
Darden Wealth Group
Michigan
$430K -$14K -85 -3%
SLWA
961
San Luis Wealth Advisors
California
$430K -$1.48K -9 -0.4%
ACM
962
Advance Capital Management
Michigan
$429K -$135K -821 -25%
GA
963
Goldstein Advisors
Wisconsin
$427K -$14.9K -91 -4%
OWA
964
Octavia Wealth Advisors
Ohio
$424K -$22.3K -136 -5%
LRPA
965
L. Roy Papp & Associates
Arizona
$423K – – –
HIA
966
Harbor Investment Advisory
Maryland
$423K +$2.46K +15 +0.6%
PPA
967
Painted Porch Advisors
California
$422K +$31K +189 +8%
AWM
968
Avior Wealth Management
Nebraska
$416K -$1.17M -7,139 -75%
ASW
969
Astoria Strategic Wealth
Texas
$416K – – –
ADL
970
Asset Dedication LLC
California
$413K +$6.24K +38 +2%
LIA
971
LS Investment Advisors
Michigan
$411K -$76.8K -468 -16%
KBFS
972
Kohmann Bosshard Financial Services
Ohio
$408K +$4.11K +25 +1%
CWC
973
Carolinas Wealth Consulting
North Carolina
$407K +$821 +5 +0.2%
FB
974
Fulton Bank
Pennsylvania
$407K +$391K +2,382 New
NAS
975
NWF Advisory Services
California
$397K +$821 +5 +0.2%
37 38
39
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