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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
976
Tolleson Wealth Management
Texas
$243K -$5.12K -37 -2%
CIA
977
Cape Investment Advisory
Georgia
$242K -$415 -3 -0.2%
AL
978
Aspiriant LLC
California
$242K – – –
PI
979
PFG Investments
New York
$240K +$3.46K +25 +2%
FFWA
980
FRG Family Wealth Advisors
Washington
$239K +$225K +1,625 New
AO
981
Advisor OS
Illinois
$239K +$225K +1,624 New
SAM
982
Synergy Asset Management
Washington
$238K +$3.46K +25 +2%
CWS
983
Confluence Wealth Services
Pennsylvania
$238K – – –
RL
984
Rogco LP
Oklahoma
$238K – – –
LW
985
Linscomb Wealth
Texas
$237K – – –
RZH
986
Relyea Zuckerberg Hanson
Connecticut
$237K +$223K +1,611 New
IPWA
987
International Private Wealth Advisors
California
$237K +$223K +1,610 New
CA
988
Cambridge Advisors
Nebraska
$236K +$1.38K +10 +0.6%
IWS
989
Integrity Wealth Solutions
Colorado
$235K +$221K +1,600 New
GTAM
990
Global Trust Asset Management
Florida
$235K +$74.1K +535 +50%
OFS
991
OneAscent Financial Services
Alabama
$235K +$221K +1,598 New
GCP
992
GSA Capital Partners
United Kingdom
$233K +$219K +1,585 New
OCM
993
Orion Capital Management
California
$231K – – –
DIM
994
Delta Investment Management
California
$231K -$3.88K -28 -2%
SIAS
995
Summit Investment Advisory Services
Minnesota
$230K +$217K +1,566 New
BW
996
Bison Wealth
Georgia
$230K -$18K -130 -8%
OPWM
997
Oxinas Partners Wealth Management
Indiana
$230K -$65.3K -472 -23%
FRA
998
Frank Rimerman Advisors
California
$228K – – –
NCM
999
Northside Capital Management
Oregon
$227K +$831 +6 +0.4%
ACS
1000
Archford Capital Strategies
Illinois
$227K – – –
38 39
40
41 42