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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
451
Collective Family Office
Pennsylvania
$981K +$968K +7,290 New
BWP
452
Bernardo Wealth Planning
Pennsylvania
$975K +$7.7K +58 +0.8%
RCG
453
Regatta Capital Group
California
$962K +$140K +1,056 +17%
DWP
454
Destiny Wealth Partners
Florida
$957K -$56K -422 -6%
IFG
455
Independent Financial Group
California
$955K -$1.58M -11,921 -63%
FCA
456
FLC Capital Advisors
California
$954K -$37.2K -280 -4%
FPGK
457
Financial Partners Group (Kansas)
Kansas
$948K +$28.7K +216 +3%
SS
458
Sunbelt Securities
Texas
$945K -$4.65K -35 -0.5%
PFS
459
Prospera Financial Services
Texas
$943K -$34.7K -261 -4%
BB
460
Busey Bank
Illinois
$941K -$74K -557 -7%
WA
461
Winfield Associates
Ohio
$940K -$133K -1,000 -13%
WT
462
Washington Trust
Rhode Island
$907K – – –
MA
463
Montag & Associates
Georgia
$906K – – –
FIM
464
Fernwood Investment Management
Massachusetts
$898K -$6.64K -50 -0.7%
WAP
465
Wealthcare Advisory Partners
Pennsylvania
$889K -$73K -550 -8%
ECM
466
Evergreen Capital Management
Washington
$889K +$16.5K +124 +2%
FT
467
Fiduciary Trust
Massachusetts
$888K +$876K +6,599 New
HWMA
468
Heritage Wealth Management (Arizona)
Arizona
$887K +$875K +6,588 New
SC
469
Scotia Capital
Ontario, Canada
$883K -$771K -5,810 -47%
LAS
470
Lloyd Advisory Services
Georgia
$870K +$45.9K +346 +6%
FSA
471
Fort Sheridan Advisors
Illinois
$869K +$231K +1,739 +37%
TWM
472
Tolleson Wealth Management
Texas
$843K – – –
NF
473
Nikulski Financial
Iowa
$837K +$207K +1,560 +34%
MWM
474
Mascoma Wealth Management
New Hampshire
$835K +$16.2K +122 +2%
RA
475
RFG Advisory
Alabama
$832K +$26.2K +197 +3%
17 18
19
20 21