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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
1276
M3 Advisory Group
Massachusetts
$295K +$22.6K +108 +9%
LOWM
1277
Laurel Oak Wealth Management
New Jersey
$295K -$24.5K -117 -8%
SWP
1278
Strategic Wealth Partners
Ohio
$293K -$210 -1 -0.1%
RIM
1279
Rockbridge Investment Management
New York
$292K – – –
MG
1280
Marex Group
$292K +$48.7K +232 +21%
AWP
1281
Ascent Wealth Partners
New York
$291K – – –
RZH
1282
Relyea Zuckerberg Hanson
Connecticut
$289K – – –
APW
1283
Axim Planning & Wealth
Ohio
$288K +$25K +119 +10%
TWCA
1284
Two West Capital Advisors
Kansas
$288K -$1.03M -4,913 -79%
MBWA
1285
Marin Bay Wealth Advisors
California
$286K +$274K +1,305 New
VP
1286
Verum Partners
North Carolina
$286K +$8.6K +41 +3%
AFGAS
1287
Allegiance Financial Group Advisory Services
Virginia
$285K – – –
CG
1288
Corundum Group
Colorado
$285K – – –
PW
1289
PUREfi Wealth
Massachusetts
$285K -$216K -1,030 -44%
BCM
1290
Becker Capital Management
Oregon
$283K – – –
CL
1291
CVFG LLC
Indiana
$282K +$629 +3 +0.2%
IPW
1292
Intergy Private Wealth
Colorado
$282K +$269K +1,284 New
EI
1293
Ethic Inc
New York
$281K – – –
TFA
1294
Transamerica Financial Advisors
Florida
$281K -$778K -3,708 -74%
AWM
1295
Activest Wealth Management
Florida
$280K -$79.5K -379 -23%
CPW
1296
Cove Private Wealth
New York
$278K – – –
WWM
1297
Waterway Wealth Management
Texas
$277K -$157K -751 -37%
RIL
1298
Rothschild Investment LLC
Illinois
$276K – – –
LG
1299
Leuthold Group
Minnesota
$275K +$3.35K +16 +1%
AW
1300
Apricus Wealth
South Carolina
$275K – – –
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