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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1001
NWF Advisory Services
California
$440K +$22.4K +129 +6%
GJWM
1002
Gilliland Jeter Wealth Management
Arkansas
$438K +$87.9K +507 +26%
TCOV
1003
Trust Company of Vermont
Vermont
$437K -$15.6K -90 -4%
CWM
1004
Calamos Wealth Management
Illinois
$435K +$121K +698 +40%
CAAS
1005
Capital Asset Advisory Services
Michigan
$434K -$11.1K -64 -3%
LIA
1006
LS Investment Advisors
Michigan
$431K – – –
LWM
1007
Lodestone Wealth Management
Washington
$429K -$83.3K -480 -17%
GAM
1008
Gemmer Asset Management
California
$428K +$27.2K +157 +7%
KBFS
1009
Kohmann Bosshard Financial Services
Ohio
$428K – – –
FB
1010
Fulton Bank
Pennsylvania
$427K – – –
QWM
1011
Quadcap Wealth Management
Texas
$423K +$68K +392 +20%
LWL
1012
Leo Wealth LLC
Texas
$415K -$71.3K -411 -15%
GKWIM
1013
Gerber Kawasaki Wealth & Investment Management
California
$413K +$1.56K +9 +0.4%
BFA
1014
Beaumont Financial Advisors
Massachusetts
$413K +$11.6K +67 +3%
FMWA
1015
Forvis Mazars Wealth Advisors
Missouri
$411K – – –
FWM
1016
Fairhaven Wealth Management
Illinois
$411K – – –
IAS
1017
Insigneo Advisory Services
Florida
$409K +$4.16K +24 +1%
ADL
1018
Asset Dedication LLC
California
$409K -$24.3K -140 -6%
MG
1019
Marex Group
$408K +$13.4K +77 +4%
CA
1020
CapWealth Advisors
Tennessee
$407K +$394K +2,270 New
RAS
1021
RPS Advisory Solutions
Kentucky
$404K +$67.6K +390 +21%
FFA
1022
Florida Financial Advisors
Florida
$403K +$44.2K +255 +13%
SSWM
1023
Strait & Sound Wealth Management
California
$400K +$183K +1,053 +90%
SW
1024
SVB Wealth
Massachusetts
$398K -$33.6M -193,887 -99%
MNA
1025
Manning & Napier Advisors
New York
$393K +$65.4K +377 +21%
39 40
41
42 43