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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
151
CFO4Life Group
Texas
$30.1M -$264K -1,607 -0.9%
CW
152
CreativeOne Wealth
Kansas
$30.1M -$12M -73,364 -29%
AC
153
Apella Capital
Connecticut
$30M +$88K +536 +0.3%
4WM
154
49 Wealth Management
Texas
$30M +$28.9M +176,047 New
PO
155
Private Ocean
California
$29.7M +$9.02M +54,937 +46%
IDA
156
Intelligence Driven Advisers
California
$28.7M -$1.21M -7,344 -4%
AWAG
157
ARS Wealth Advisors Group
Florida
$28.5M +$113K +686 +0.4%
PFA
158
Pettinga Financial Advisors
Indiana
$28.2M +$1.06M +6,437 +4%
BCI
159
Brinker Capital Investments
Pennsylvania
$28.1M +$1.38M +8,403 +5%
OPS
160
Orion Portfolio Solutions
Nebraska
$28.1M +$1.38M +8,403 +5%
TWG
161
The Wealth Group
Minnesota
$28M +$359K +2,189 +1%
BFPW
162
BOK Financial Private Wealth
Colorado
$27.8M -$164K -996 -0.6%
IWM
163
IHT Wealth Management
Illinois
$27.8M +$12M +73,188 +82%
MFG
164
Merit Financial Group
Georgia
$27.7M +$310K +1,888 +1%
MWM
165
Modern Wealth Management
Kansas
$27.7M +$26M +158,089 +3,606%
AIA
166
Alera Investment Advisors
Illinois
$27.7M +$26.6M +162,229 New
MFG
167
Monumental Financial Group
Maryland
$27.5M +$1.84M +11,181 +7%
ACM
168
Armbruster Capital Management
New York
$26.3M -$50.4K -307 -0.2%
BCM
169
Brookstone Capital Management
Illinois
$26.3M +$3.01M +18,331 +14%
FFA
170
Farther Finance Advisors
California
$26.2M +$3.33M +20,259 +15%
LLWM
171
Life Line Wealth Management
California
$25.8M +$23.9M +145,647 +2,787%
IWS
172
Insight Wealth Strategies
California
$25.6M +$533K +3,245 +2%
CAL
173
Capital Advisors Ltd
Ohio
$25.6M +$907K +5,523 +4%
SWP
174
Summit Wealth Partners
Florida
$25.3M -$892K -5,434 -4%
SHIM
175
Stone House Investment Management
Pennsylvania
$25.2M +$1.43M +8,704 +6%
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