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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
551
Philadelphia Trust Company
Pennsylvania
$266K +$256K +2,000 New
WIA
552
World Investment Advisors
California
$264K +$8.08K +63 +3%
WP
553
WealthPLAN Partners
Nebraska
$264K +$28.8K +225 +13%
UA
554
Unison Advisors
District of Columbia
$264K +$255K +1,988 New
HA
555
HYA Advisors
Missouri
$261K – – –
EWA
556
EP Wealth Advisors
California
$260K +$18.8K +147 +8%
SPAS
557
Spectrum Planning & Advisory Services
California
$257K -$20.1K -157 -8%
SWM
558
SeaCrest Wealth Management
New York
$257K +$248K +1,931 New
FFC
559
Fure Financial Corporation
Minnesota
$256K -$5.38K -42 -2%
LSPW
560
Lake Street Private Wealth
Illinois
$256K – – –
BA
561
Bellwether Advisors
Nebraska
$255K -$24.4K -190 -9%
IAA
562
Independent Advisor Alliance
North Carolina
$252K +$243K +1,894 New
FCFC
563
First Citizens Financial Corp
Iowa
$247K +$238K +1,860 New
IAN
564
Integrated Advisors Network
Texas
$247K +$239K +1,861 New
PCIA
565
Prime Capital Investment Advisors
Kansas
$244K +$189K +1,478 +411%
ACS
566
Archford Capital Strategies
Illinois
$242K -$1.15M -9,001 -83%
CAM
567
Cidel Asset Management
Ontario, Canada
$242K -$70.5K -550 -23%
CA
568
Crumly & Associates
Illinois
$240K -$83.2K -649 -26%
CAM
569
Concorde Asset Management
Michigan
$237K -$30.8K -240 -12%
NEPWA
570
New England Private Wealth Advisors
Massachusetts
$237K – – –
CA
571
Cambridge Advisors
Nebraska
$233K +$1.28K +10 +0.6%
NA
572
Nottingham Advisors
New York
$231K +$4.62K +36 +2%
GIA
573
Goodwin Investment Advisory
Georgia
$230K -$44.2K -345 -17%
FWM
574
Frontier Wealth Management
Missouri
$229K – – –
PWMG
575
Pinnacle Wealth Management Group
Michigan
$229K +$221K +1,724 New
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