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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1151
Acima Private Wealth
Virginia
$332K – – –
AL
1152
Aspiriant LLC
California
$329K +$37.1K +204 +12%
BWM
1153
BCS Wealth Management
Tennessee
$327K +$334K +1,838 New
GGS
1154
Galvin Gaustad & Stein
Arizona
$327K +$18.3K +101 +6%
QWM
1155
Quadcap Wealth Management
Texas
$325K -$97K -534 -23%
WP
1156
WMS Partners
Maryland
$324K +$45.8K +252 +16%
SFS
1157
Sharp Financial Services
Pennsylvania
$324K +$36K +198 +12%
PWMG
1158
Pinnacle Wealth Management Group
Michigan
$324K – – –
PWP
1159
Principle Wealth Partners
Connecticut
$322K +$24K +132 +8%
SIA
1160
Schechter Investment Advisors
Michigan
$321K – – –
UFA
1161
US Financial Advisors
Massachusetts
$321K – – –
BFIM
1162
Beese Fulmer Investment Management
Ohio
$321K – – –
KCM
1163
Kendall Capital Management
Maryland
$321K +$327K +1,800 New
HTHT
1164
Hemenway Trust Hemenway Trust
New Hampshire
$318K -$18.2K -100 -5%
IAS
1165
Insigneo Advisory Services
Florida
$316K -$91.4K -503 -22%
WFC
1166
Western Financial Corp
California
$315K -$8.72K -48 -3%
AW
1167
Avion Wealth
Texas
$315K – – –
VC
1168
Veracity Capital
Georgia
$315K +$72.1K +397 +29%
CIR
1169
Clear Investment Research
Georgia
$315K +$2.18K +12 +0.7%
CFP
1170
Catalyst Financial Partners
Massachusetts
$311K +$65.8K +362 +26%
CWS
1171
Confluence Wealth Services
Pennsylvania
$311K -$39.4K -217 -11%
TA
1172
TKG Advisors
Indiana
$310K -$7.63K -42 -2%
GI
1173
GAMMA Investing
California
$307K +$9.99K +55 +3%
CWM
1174
Congress Wealth Management
Massachusetts
$307K +$908 +5 +0.3%
RCAG
1175
Rehmann Capital Advisory Group
Michigan
$306K -$22.9K -126 -7%
45 46
47
48 49