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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1551
Bay Harbor Wealth Management
Maryland
$25.7K -$6.93M -33,024 -100%
Q1WB
1552
Quest 10 Wealth Builders
Virginia
$25.2K -$106K -504 -81%
CSB
1553
City State Bank
Iowa
$25K – – –
AW
1554
Ankerstar Wealth
Texas
$24.4K – – –
TPW
1555
TOP Private Wealth
Connecticut
$24.3K +$23.3K +111 New
MCI
1556
MRP Capital Investments
Georgia
$23.9K – – –
GWS
1557
Greykasell Wealth Strategies
California
$23.3K – – –
FHC
1558
First Horizon Corporation
Tennessee
$22.6K -$1.47K -7 -6%
JFGIW
1559
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.5K +$18.5K +88 +880%
VWA
1560
Valued Wealth Advisors
Utah
$21.4K – – –
FMP
1561
Financial Management Professionals
Texas
$19.5K – – –
ABWM
1562
Alpine Bank Wealth Management
Colorado
$18.4K +$17.6K +84 New
VNA
1563
Valley National Advisers
Pennsylvania
$18K – – –
HIW
1564
Holos Integrated Wealth
Pennsylvania
$16.8K – – –
MIM
1565
MTM Investment Management
South Carolina
$16.5K – – –
NB
1566
NBH Bank
Colorado
$16.5K +$15.7K +75 New
VERPA
1567
Virginia Estate & Retirement Planning Advisors
Virginia
$16K +$11.5K +55 New
DSC
1568
Duncker Streett & Co
Missouri
$15.8K – – –
RL
1569
Rogco LP
Oklahoma
$14.5K – – –
OAG
1570
Oakmont Advisory Group
New Mexico
$14.2K +$13.6K +65 New
GGI
1571
Godsey & Gibb Inc
Virginia
$14K -$20.8K -99 -61%
NL
1572
NorthAvenue LLC
Ohio
$14K -$8.39K -40 -38%
YDMI
1573
Y.D. More Investments
Israel
$13.9K +$6.71K +32 +100%
BWM
1574
Benson Wealth Management
Tennessee
$13.6K – – –
SWIM
1575
Smallwood Wealth Investment Management
New Jersey
$13.2K – – –
61 62
63
64 65