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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
151
Apella Capital
Connecticut
$31.5M +$583K +3,364 +2%
CG
152
CFO4Life Group
Texas
$31.2M -$411K -2,371 -1%
FM
153
Family Management
New York
$30.5M +$4.53M +26,107 +18%
PFA
154
Pettinga Financial Advisors
Indiana
$30.2M +$584K +3,366 +2%
SAS
155
Sage Advisory Services
Texas
$30.2M – – –
TWG
156
The Wealth Group
Minnesota
$30M +$589K +3,397 +2%
SFS
157
Sowell Financial Services
Arkansas
$29.9M -$1.88M -10,816 -6%
MFG
158
Monumental Financial Group
Maryland
$29.7M +$802K +4,626 +3%
AWAG
159
ARS Wealth Advisors Group
Florida
$29.6M -$318K -1,832 -1%
MWM
160
Modern Wealth Management
Kansas
$29.5M +$403K +2,325 +1%
AIA
161
Alera Investment Advisors
Illinois
$29.3M +$158K +913 +0.6%
KPWS
162
Kestra Private Wealth Services
Texas
$29.2M +$10.5M +60,409 +59%
FFA
163
Farther Finance Advisors
California
$28.5M +$918K +5,295 +3%
BFPW
164
BOK Financial Private Wealth
Colorado
$28.4M -$776K -4,475 -3%
BCM
165
Brookstone Capital Management
Illinois
$28.2M +$915K +5,274 +3%
CIAS
166
CFS Investment Advisory Services
New Jersey
$28M -$6.25M -36,017 -19%
CAL
167
Capital Advisors Ltd
Ohio
$27.7M +$757K +4,365 +3%
SHIM
168
Stone House Investment Management
Pennsylvania
$27.5M +$971K +5,596 +4%
SW
169
SteelPeak Wealth
California
$27.2M +$1.54M +8,879 +6%
IDA
170
Intelligence Driven Advisers
California
$27.2M -$2.88M -16,625 -10%
PCA
171
Prosperity Capital Advisors
Ohio
$27.2M +$2.5M +14,442 +11%
IWS
172
Insight Wealth Strategies
California
$26.9M +$35K +202 +0.1%
BMCM
173
Bryn Mawr Capital Management
Pennsylvania
$26.6M +$620K +3,577 +2%
SWP
174
Summit Wealth Partners
Florida
$26.3M -$336K -1,937 -1%
ACM
175
Armbruster Capital Management
New York
$25.9M -$1.62M -9,334 -6%
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