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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1001
Certified Advisory Corp
Florida
$364K +$120K +730 +52%
APW
1002
Axim Planning & Wealth
Ohio
$364K +$21.2K +129 +6%
CFG
1003
Citizens Financial Group
Rhode Island
$361K +$112K +681 +48%
SM
1004
Sensible Money
Arizona
$358K – – –
GP
1005
Girard Partners
Pennsylvania
$353K -$40.7K -248 -11%
CAM
1006
CPA Asset Management
Florida
$353K – – –
CCM
1007
Carlson Capital Management
Minnesota
$352K – – –
IAA
1008
Independent Advisor Alliance
North Carolina
$350K +$7.39K +45 +2%
W
1009
Wealthquest
Ohio
$348K – – –
CIA
1010
Choate Investment Advisors
Massachusetts
$345K +$332K +2,023 New
KFI
1011
Key Financial Inc
Pennsylvania
$344K – – –
AW
1012
Avion Wealth
Texas
$344K -$15.1K -92 -4%
GCP
1013
GSA Capital Partners
United Kingdom
$344K +$8.05K +49 +2%
PWM
1014
Provident Wealth Management
Tennessee
$344K +$330K +2,012 New
MAS
1015
Meeder Advisory Services
Ohio
$343K +$330K +2,011 New
WMA
1016
Wealth Management Associates
New Jersey
$343K – – –
PTC
1017
Philadelphia Trust Company
Pennsylvania
$342K -$164K -1,000 -33%
EWA
1018
Elevate Wealth Advisory
Georgia
$342K +$3.61K +22 +1%
FFA
1019
Florida Financial Advisors
Florida
$340K – – –
AWM
1020
Aprio Wealth Management
Georgia
$337K – – –
WPP
1021
Whalerock Point Partners
Rhode Island
$337K – – –
QWM
1022
Quadcap Wealth Management
Texas
$336K – – –
MFG
1023
Mosaic Financial Group
Illinois
$334K – – –
PWMG
1024
Pinnacle Wealth Management Group
Michigan
$333K +$16.4K +100 +5%
CCA
1025
Criterion Capital Advisors
Tennessee
$333K +$140K +855 +78%
39 40
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