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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
HTHT
526
Hemenway Trust Hemenway Trust
New Hampshire
$326K – – –
FMWA
527
Forvis Mazars Wealth Advisors
Missouri
$326K +$314K +2,453 New
FPGK
528
Financial Partners Group (Kansas)
Kansas
$324K -$14K -109 -4%
CWA
529
Clearview Wealth Advisors
Oregon
$323K -$88.5K -690 -22%
EWM
530
EPG Wealth Management
Georgia
$315K -$27.7K -216 -8%
BP
531
BBR Partners
New York
$314K -$30.5K -238 -9%
NL
532
NWAM LLC
Washington
$309K +$12.1K +94 +4%
BCP
533
Blackhawk Capital Partners
Wisconsin
$307K +$323K +2,519 New
MWM
534
Mission Wealth Management
California
$305K +$26.4K +206 +10%
CRI
535
Colonial River Investments
Virginia
$304K +$6.41K +50 +2%
IWA
536
IBEX Wealth Advisors
New Jersey
$299K +$288K +2,247 New
GA
537
Geller Advisors
New York
$297K +$2.18K +17 +0.8%
MWM
538
Meridian Wealth Management
Kentucky
$296K +$26.8K +209 +10%
VFA
539
Valeo Financial Advisors
Indiana
$296K +$37.6K +293 +15%
CAM
540
Crestone Asset Management
Colorado
$290K – – –
LA
541
LexAurum Advisors
Kansas
$288K +$1.54K +12 +0.6%
PAM
542
Palisade Asset Management
Minnesota
$284K +$274K +2,140 New
AW
543
Avion Wealth
Texas
$280K – – –
DTC
544
Davidson Trust Company
Washington
$279K -$16.2K -126 -6%
WWM
545
WJ Wealth Management
Arizona
$279K +$30.8K +240 +13%
TLFA
546
True Link Financial Advisors
California
$278K – – –
MAFM
547
Mid Atlantic Financial Management
Pennsylvania
$273K -$12.4K -97 -5%
JGIA
548
Jackson Grant Investment Advisers
Connecticut
$271K +$769 +6 +0.3%
OAM
549
Oppenheimer Asset Management
New York
$268K +$14.5K +113 +6%
CIA
550
Capital Investment Advisors
Georgia
$267K +$258K +2,009 New
20 21
22
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