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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWS
1176
Brady Martz Wealth Solutions
North Dakota
$279K +$292K +1,630 New
AWM
1177
Atticus Wealth Management
Florida
$277K -$816K -4,556 -74%
SWP
1178
SIMA Wealth Partners
Virginia
$276K – – –
CB
1179
Cadence Bank
Mississippi
$276K +$3.22K +18 +1%
WFAG
1180
Wescott Financial Advisory Group
Pennsylvania
$276K -$6.8K -38 -2%
RAS
1181
RPS Advisory Solutions
Kentucky
$275K -$115K -643 -29%
RZH
1182
Relyea Zuckerberg Hanson
Connecticut
$275K – – –
SAM
1183
Strategy Asset Managers
California
$274K – – –
OCM
1184
Orion Capital Management
California
$273K +$34.7K +194 +14%
CA
1185
Crewe Advisors
Utah
$271K +$53.9K +301 +23%
BWL
1186
Beacon Wealthcare LLC
North Carolina
$270K – – –
FIM
1187
FWL Investment Management
Texas
$269K – – –
NL
1188
NWAM LLC
Washington
$268K -$3.89M -21,736 -93%
FRA
1189
Frank Rimerman Advisors
California
$265K – – –
TA
1190
TrueWealth Advisors
Alabama
$264K -$313K -1,749 -53%
OPWM
1191
Oxinas Partners Wealth Management
Indiana
$264K -$27.2K -152 -9%
CTA
1192
Colonial Trust Advisors
South Carolina
$263K -$2.51K -14 -0.9%
APWA
1193
Atlas Private Wealth Advisors
New Jersey
$263K +$2.15K +12 +0.8%
ACS
1194
Archford Capital Strategies
Illinois
$262K -$2.15K -12 -0.8%
CFGW
1195
Chancellor Financial Group WB
Pennsylvania
$261K -$17K -95 -6%
FWP
1196
Forefront Wealth Partners
Texas
$261K +$3.22K +18 +1%
AWM
1197
Accurate Wealth Management
Florida
$261K -$158K -881 -36%
CA
1198
Cambridge Advisors
Nebraska
$257K -$12.7K -71 -5%
FSC
1199
Full Sail Capital
Oklahoma
$257K – – –
OPWM
1200
Oregon Pacific Wealth Management
Oregon
$257K -$7.34K -41 -3%
46 47
48
49 50