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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1151
Apex Wealth Management
New Hampshire
$357K -$24.4K -130 -7%
ST
1152
Smithfield Trust
Pennsylvania
$354K +$20.3K +108 +6%
FFC
1153
Frederick Financial Consultants
Maryland
$354K – – –
CPCM
1154
Cardinal Point Capital Management
Ontario, Canada
$354K +$3.94K +21 +1%
KCM
1155
Kendall Capital Management
Maryland
$350K – – –
TCM
1156
Traynor Capital Management
Pennsylvania
$350K +$13.7K +73 +4%
UBP
1157
Union Bancaire Privee
Switzerland
$349K -$232K -1,234 -40%
TPWA
1158
TRUE Private Wealth Advisors
Oregon
$349K -$13.1K -70 -4%
SFP
1159
Sterling Financial Planning
New Jersey
$348K -$5.25K -28 -2%
CF
1160
Clarity Financial
Texas
$348K – – –
APW
1161
Acima Private Wealth
Virginia
$347K -$15.9K -85 -5%
AW
1162
Avion Wealth
Texas
$345K +$375 +2 +0.1%
CB
1163
Cadence Bank
Mississippi
$344K -$5.25K -28 -2%
PWP
1164
Principle Wealth Partners
Connecticut
$342K -$3.94K -21 -1%
CWA
1165
CogentBlue Wealth Advisors
Tennessee
$341K – – –
FWA
1166
FSC Wealth Advisors
New York
$341K -$18.4K -98 -5%
CAS
1167
Coppell Advisory Solutions
Texas
$339K +$70.9K +378 +28%
NGA
1168
Naples Global Advisors
Florida
$337K – – –
TFO
1169
Timonier Family Office
North Carolina
$337K – – –
RZH
1170
Relyea Zuckerberg Hanson
Connecticut
$336K – – –
JFGLC
1171
Johnson Financial Group LLC (Colorado)
Colorado
$335K -$197K -1,050 -38%
FEG
1172
Fund Evaluation Group
Ohio
$333K – – –
BBPWM
1173
Blue Bell Private Wealth Management
Pennsylvania
$333K +$21.8K +116 +7%
SC
1174
Solstein Capital
California
$331K – – –
AWM
1175
Atticus Wealth Management
Florida
$330K -$6.38K -34 -2%
45 46
47
48 49