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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
UW
1251
Unique Wealth
Florida
$334K -$7.05M -35,891 -96%
SIC
1252
Salem Investment Counselors
North Carolina
$332K -$40.7K -207 -11%
FEG
1253
Fund Evaluation Group
Ohio
$330K -$10.4K -53 -3%
TCM
1254
Traynor Capital Management
Pennsylvania
$329K -$27.9K -142 -8%
MCM
1255
Morton Capital Management
California
$326K +$65K +331 +25%
IA
1256
Invested Advisors
Pennsylvania
$326K +$15.3K +78 +5%
PWMG
1257
Pinnacle Wealth Management Group
Michigan
$326K +$2.75K +14 +0.9%
KCM
1258
Key Capital Management
Tennessee
$325K +$321K +1,635 New
PRTG
1259
Post Resch Tallon Group
New York
$324K – – –
CIA
1260
Cape Investment Advisory
Georgia
$324K -$233K -1,186 -42%
AWA
1261
American Wealth Advisors
Georgia
$323K -$3.93K -20 -1%
SWP
1262
SIMA Wealth Partners
Virginia
$321K – – –
FIM
1263
Freedom Investment Management
Connecticut
$320K -$281K -1,431 -47%
GKWIM
1264
Gerber Kawasaki Wealth & Investment Management
California
$318K -$10.4K -53 -3%
LHP
1265
Lexington Hill Partners
Texas
$317K +$314K +1,596 New
SFP
1266
Sterling Financial Planning
New Jersey
$314K -$40.9K -208 -12%
BWL
1267
Beacon Wealthcare LLC
North Carolina
$314K – – –
HWMG
1268
Hurlow Wealth Management Group
Indiana
$314K +$310K +1,579 New
CB
1269
Cadence Bank
Mississippi
$312K -$38.5K -196 -11%
C
1270
Certuity
Florida
$312K +$5.5K +28 +2%
SI
1271
Stirlingshire Investments
New York
$312K +$308K +1,568 New
CW
1272
Channel Wealth
California
$310K -$60.1K -306 -16%
BDF
1273
Black Diamond Financial
Maryland
$310K -$196 -1 -0.1%
KFC
1274
Klingenstein Fields & Co
New York
$308K – – –
FRA
1275
Frank Rimerman Advisors
California
$308K – – –
49 50
51
52 53