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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
UA
301
Unison Advisors
District of Columbia
$2.58M +$1.34M +10,994 +91%
BPA
302
Beacon Pointe Advisors
California
$2.54M -$38.6K -316 -1%
WFM
303
Wolff Financial Management
Michigan
$2.5M +$215K +1,766 +9%
OPS
304
Orion Portfolio Solutions
Nebraska
$2.48M -$562K -4,605 -17%
FCAG
305
First Capital Advisors Group
New Jersey
$2.48M -$4.51M -36,952 -62%
SIA
306
SkyView Investment Advisors
New Jersey
$2.48M -$3.21M -26,298 -54%
SQA
307
Simon Quick Advisors
New Jersey
$2.48M +$2.44M +20,025 +8,707%
HF
308
HRT Financial
New York
$2.45M +$312K +2,554 +13%
BFC
309
Bedel Financial Consulting
Indiana
$2.44M +$10.4K +85 +0.4%
IWM
310
IHT Wealth Management
Illinois
$2.42M +$179K +1,464 +7%
VAS
311
Vestmark Advisory Solutions
Massachusetts
$2.39M +$448K +3,674 +21%
SRIM
312
Saratoga Research & Investment Management
California
$2.38M +$2.61M +21,350 New
PAMS
313
Pictet Asset Management (Switzerland)
Switzerland
$2.37M +$244K +2,000 +10%
FHA
314
Flagship Harbor Advisors
Massachusetts
$2.36M +$178K +1,457 +7%
BFS
315
Bickling Financial Services
Massachusetts
$2.35M -$86.4K -708 -3%
TFO
316
Tarbox Family Office
California
$2.33M -$54.1K -443 -2%
CS
317
Credit Suisse
Switzerland
$2.3M – – –
SWM
318
Sugarloaf Wealth Management
Georgia
$2.27M – – –
DWA
319
Delos Wealth Advisors
Texas
$2.27M -$20K -164 -0.8%
CFCI
320
Comprehensive Financial Consultants Institutional
Indiana
$2.19M -$78.7K -645 -3%
BRWA
321
B. Riley Wealth Advisors
Florida
$2.18M +$67.6K +554 +3%
PTC
322
Private Trust Company
Ohio
$2.18M +$2.38M +19,535 New
JWCA
323
J.W. Cole Advisors
Florida
$2.18M -$2.11M -17,319 -47%
BA
324
Bristlecone Advisors
Washington
$2.17M -$147K -1,201 -6%
GP
325
Geneva Partners
Wisconsin
$2.13M -$172K -1,411 -7%
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