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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
V
376
Veritable
Delaware
$583K +$717 +7 +0.1%
MOS
377
MGO One Seven
Ohio
$580K +$10.5K +103 +2%
HH
378
Hilltop Holdings
Texas
$578K +$570K +5,567 New
ATC
379
Argent Trust Co
Tennessee
$574K – – –
WB
380
WesBanco Bank
West Virginia
$565K -$2.73M -26,632 -83%
AL
381
Aspiriant LLC
California
$565K -$22.9K -224 -4%
UBV
382
United Bank (Virginia)
Virginia
$562K -$1.55M -15,113 -74%
SFM
383
Signet Financial Management
New Jersey
$552K +$55.4K +541 +12%
AIC
384
Ayalon Insurance Company
Israel
$546K -$126K -1,233 -19%
GSC
385
G&S Capital
Colorado
$541K +$77.9K +761 +17%
LFA
386
Lighthouse Financial Advisors
Maryland
$532K -$7.48K -73 -1%
WAP
387
Wealthcare Advisory Partners
Pennsylvania
$524K +$517K +5,047 New
RMAM
388
Raab & Moskowitz Asset Management
New Jersey
$519K +$16.9K +165 +3%
PO
389
Private Ocean
California
$519K +$512K +5,004 New
CA
390
Continuum Advisory
Idaho
$516K -$1.23K -12 -0.2%
CAM
391
Concorde Asset Management
Michigan
$512K -$157K -1,537 -24%
WAG
392
Winthrop Advisory Group
Massachusetts
$508K +$498K +4,860 New
TWM
393
Tolleson Wealth Management
Texas
$493K – – –
PWM
394
Paulson Wealth Management
Illinois
$491K – – –
APP
395
Avantax Planning Partners
Iowa
$485K – – –
PWMG
396
Prestige Wealth Management Group
New Jersey
$473K -$2.56M -24,971 -85%
CA
397
Clearstead Advisors
Ohio
$473K +$264K +2,575 +130%
BTW
398
Boston Trust Walden
Massachusetts
$470K – – –
PJSIMP
399
P.J. Schmidt Investment Management (PJS)
Wisconsin
$469K +$19.2K +187 +4%
BOPW
400
Brandywine Oak Private Wealth
Pennsylvania
$438K +$433K +4,226 New
14 15
16
17 18