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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
526
Cresset Asset Management
Illinois
$268K +$260K +2,200 New
GSIS
527
Global Strategic Investment Solutions
Arizona
$266K +$45.2K +383 +21%
CAM
528
Crestone Asset Management
Colorado
$266K +$258K +2,182 New
HS
529
Horan Securities
United States
$263K -$318K -2,691 -55%
MAFM
530
Mid Atlantic Financial Management
Pennsylvania
$262K -$80.3K -680 -24%
LA
531
LexAurum Advisors
Kansas
$262K -$6.02K -51 -2%
CFD
532
Creative Financial Designs
Indiana
$262K +$46.8K +396 +23%
BA
533
Bellwether Advisors
Nebraska
$257K -$18.9K -160 -7%
AW
534
Avion Wealth
Texas
$257K – – –
SS
535
Sunbelt Securities
Texas
$256K -$5.32K -45 -2%
TLFA
536
True Link Financial Advisors
California
$255K -$28.2K -239 -10%
MWM
537
Mission Wealth Management
California
$255K +$247K +2,092 New
SPAS
538
Spectrum Planning & Advisory Services
California
$254K +$247K +2,089 New
GIA
539
Goodwin Investment Advisory
Georgia
$252K -$308K -2,605 -56%
JGIA
540
Jackson Grant Investment Advisers
Connecticut
$247K +$31.5K +267 +15%
CAM
541
Concorde Asset Management
Michigan
$246K -$1.3K -11 -0.5%
MWM
542
Meridian Wealth Management
Kentucky
$246K +$239K +2,020 New
WIA
543
World Investment Advisors
California
$243K +$11.7K +99 +5%
FNBT
544
FineMark National Bank & Trust
Florida
$241K +$22.6K +191 +11%
FFC
545
Fure Financial Corporation
Minnesota
$240K -$46.9K -397 -17%
HA
546
HYA Advisors
Missouri
$239K – – –
YIH
547
Y-Intercept (HK)
Hong Kong
$239K +$232K +1,965 New
GCM
548
Gibraltar Capital Management
Oklahoma
$238K -$5.66M -47,938 -96%
VFA
549
Valeo Financial Advisors
Indiana
$235K -$43.6K -369 -16%
LG
550
Leuthold Group
Minnesota
$235K -$36.5K -309 -14%
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