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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
101
Cooper Financial Group
California
$12.4M -$4.2M -44,016 -22%
GCM
102
Gibraltar Capital Management
Oklahoma
$12.2M +$2.47M +25,870 +21%
SCM
103
Stonehearth Capital Management
Massachusetts
$12.1M -$1.33M -13,918 -8%
OWM
104
Orgel Wealth Management
Wisconsin
$11.9M +$5.8M +60,717 +70%
RPSA
105
Richard P. Slaughter Associates
Texas
$11.6M +$8.38M +87,733 +159%
EH
106
Equitable Holdings
New York
$11.5M +$5.99M +62,720 +79%
BCA
107
Berman Capital Advisors
Georgia
$11.4M +$1.27M +13,256 +10%
NA
108
NewEdge Advisors
Louisiana
$11.3M +$4.74M +49,632 +55%
TWA
109
Tillar-Wenstrup Advisors
Ohio
$11.3M +$1.42M +14,921 +12%
AWM
110
Argent Wealth Management
Massachusetts
$11M +$4.17M +43,662 +49%
OCPWS
111
One Charles Private Wealth Services
Massachusetts
$11M +$363K +3,802 +3%
MWM
112
MBE Wealth Management
Wisconsin
$10.3M +$1.27M +13,292 +12%
IWS
113
Insight Wealth Strategies
California
$10.2M +$10.6M +110,991 +755%
AIP
114
Almanack Investment Partners
Pennsylvania
$10.1M -$8.42M -88,161 -41%
ACM
115
Armbruster Capital Management
New York
$10.1M +$11.6M +121,505 +4,500%
MAFM
116
Mid Atlantic Financial Management
Pennsylvania
$9.91M +$2.41M +25,254 +26%
COF
117
Capital One Financial
Virginia
$9.4M +$11.1M +116,055 New
DE
118
Day & Ennis
Georgia
$9.39M +$1.57M +16,490 +17%
TFA
119
Tobias Financial Advisors
Florida
$9.21M +$10.8M +113,496 +66,372%
MCIA
120
Mountain Capital Investment Advisors
Colorado
$8.95M -$2.6M -27,231 -21%
AAS
121
Avantax Advisory Services
Texas
$8.86M +$7.91M +82,891 +314%
AI
122
Atria Investments
North Carolina
$8.66M +$4.11K +43 +0%
BWA
123
BDO Wealth Advisors
Florida
$8.65M +$10.2M +106,710 New
RIG
124
Roosevelt Investment Group
New York
$8.44M -$1.8M -18,888 -15%
WCG
125
Weaver Consulting Group
California
$8.27M +$524K +5,486 +6%
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