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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
226
Wealthspire Advisors (New York)
New York
$18.2M +$17.4M +100,076 +6,007%
WC
227
Waterloo Capital
Texas
$18.2M -$6.15M -35,458 -26%
SI
228
Stephens Inc
Arkansas
$18.2M +$1.86M +10,745 +12%
YCG
229
Yeomans Consulting Group
Georgia
$18.1M -$2.98M -17,199 -15%
CCWA
230
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.1M -$82K -473 -0.5%
LEA
231
Legacy Edge Advisors
New York
$18.1M +$1.66M +9,566 +10%
KFSC
232
Keystone Financial Services (Colorado)
Colorado
$17.9M -$72.2K -416 -0.4%
PA
233
PFG Advisors
Arizona
$17.8M +$864K +4,980 +5%
KNFPWM
234
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$17.8M +$2.46M +14,199 +17%
RBA
235
Richard Bernstein Advisors
New York
$17.6M -$934K -5,384 -5%
CFFP
236
Center for Financial Planning
Michigan
$17.6M -$127K -733 -0.7%
TFA
237
Tobias Financial Advisors
Florida
$17.6M +$253K +1,458 +2%
SA
238
Skyline Advisors
Washington
$17.6M -$171K -988 -1%
GLA
239
Good Life Advisors
Pennsylvania
$17.4M +$8.5M +49,002 +101%
CFA
240
Cahill Financial Advisors
Minnesota
$17.2M +$5.12M +29,519 +44%
WA
241
Wealth Alliance
New York
$17.2M +$221K +1,274 +1%
TWM
242
Trinity Wealth Management
Pennsylvania
$17M +$282K +1,626 +2%
CF
243
Centaurus Financial
California
$17M +$1.17M +6,745 +8%
RIA
244
Regal Investment Advisors
Michigan
$16.9M +$2.26M +13,002 +16%
PAWA
245
Palo Alto Wealth Advisors
California
$16.8M +$799K +4,605 +5%
FFN
246
Focus Financial Network
Minnesota
$16.7M +$124K +717 +0.8%
SXL
247
Summit X LLC
Missouri
$16.5M -$887K -5,113 -5%
FFS
248
Founders Financial Securities
Maryland
$16.5M -$402K -2,320 -2%
MGW
249
MB Generational Wealth
Washington
$16.3M -$25.3K -146 -0.2%
GHA
250
GW Henssler & Associates
Georgia
$16.2M +$1.02M +5,856 +7%
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