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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1151
FSC Wealth Advisors
New York
$338K +$319K +1,849 New
EFP
1152
Envision Financial Planning
Tennessee
$337K +$318K +1,844 New
PMFA
1153
Plante Moran Financial Advisors
Michigan
$336K +$2.76K +16 +0.9%
BWM
1154
BCS Wealth Management
Tennessee
$334K – – –
CIR
1155
Clear Investment Research
Georgia
$333K +$2.59K +15 +0.8%
FFC
1156
Frederick Financial Consultants
Maryland
$333K +$20.2K +117 +7%
SFP
1157
Sterling Financial Planning
New Jersey
$332K +$173 +1 +0.1%
CPCM
1158
Cardinal Point Capital Management
Ontario, Canada
$332K – – –
SFS
1159
Sharp Financial Services
Pennsylvania
$331K +$6.73K +39 +2%
KCM
1160
Kendall Capital Management
Maryland
$329K – – –
WFC
1161
Western Financial Corp
California
$328K +$5.7K +33 +2%
CB
1162
Cadence Bank
Mississippi
$328K +$31.2K +181 +11%
CF
1163
Clarity Financial
Texas
$327K -$523K -3,030 -63%
PP
1164
Prosperity Planning
Missouri
$326K +$3.45K +20 +1%
PWP
1165
Principle Wealth Partners
Connecticut
$325K -$1.38K -8 -0.4%
AW
1166
Avion Wealth
Texas
$324K – – –
GJIA
1167
Glass Jacobson Investment Advisors
Maryland
$322K +$83.9K +486 +38%
CWA
1168
CogentBlue Wealth Advisors
Tennessee
$321K +$303K +1,755 New
BZWA
1169
Blue Zone Wealth Advisors
California
$320K -$23K -133 -7%
IAP
1170
Indie Asset Partners
Indiana
$319K +$301K +1,745 New
PWMG
1171
Pinnacle Wealth Management Group
Michigan
$318K -$44.7K -259 -13%
NGA
1172
Naples Global Advisors
Florida
$317K – – –
TFO
1173
Timonier Family Office
North Carolina
$317K +$299K +1,733 New
AWM
1174
Atticus Wealth Management
Florida
$316K +$19K +110 +7%
LA
1175
LVW Advisors
New York
$316K -$24.3K -141 -8%
45 46
47
48 49