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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1226
Kendall Capital Management
Maryland
$358K – – –
AW
1227
Avion Wealth
Texas
$354K +$1.57K +8 +0.5%
APW
1228
Acima Private Wealth
Virginia
$354K – – –
CAM
1229
CPA Asset Management
Florida
$354K -$31.6K -161 -8%
SHF
1230
Stage Harbor Financial
Massachusetts
$353K -$89.8K -457 -20%
AF
1231
Advisornet Financial
Minnesota
$351K -$79K -402 -19%
CWA
1232
CogentBlue Wealth Advisors
Tennessee
$349K – – –
DPI
1233
Diversified Portfolios Inc
Michigan
$347K -$118K -600 -26%
TPWA
1234
TRUE Private Wealth Advisors
Oregon
$346K -$10.4K -53 -3%
NGA
1235
Naples Global Advisors
Florida
$345K – – –
CF
1236
Clarity Financial
Texas
$344K -$10.8K -55 -3%
TFO
1237
Timonier Family Office
North Carolina
$344K – – –
VDC
1238
Van Diest Capital
Iowa
$344K +$340K +1,732 New
FWM
1239
FSR Wealth Management
Illinois
$344K -$143K -729 -30%
PWP
1240
Principle Wealth Partners
Connecticut
$343K -$6.09K -31 -2%
RWM
1241
Ritholtz Wealth Management
New York
$343K -$27.3K -139 -7%
WSWA
1242
Warren Street Wealth Advisors
California
$342K -$374K -1,904 -53%
GI
1243
GAMMA Investing
California
$341K +$11.4K +58 +3%
SCM
1244
SB Capital Management
California
$340K +$336K +1,712 New
SC
1245
Solstein Capital
California
$338K – – –
HAS
1246
HBW Advisory Services
California
$338K +$12.2K +62 +4%
RZH
1247
Relyea Zuckerberg Hanson
Connecticut
$338K -$5.3K -27 -2%
AWM
1248
Atticus Wealth Management
Florida
$337K -$393 -2 -0.1%
OFS
1249
OneAscent Financial Services
Alabama
$335K +$36.9K +188 +13%
JIC
1250
Joel Isaacson & Co
New York
$334K – – –
48 49
50
51 52