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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
601
Financial Architects (New Jersey)
New Jersey
$237K +$247K +1,796 New
TLFA
602
True Link Financial Advisors
California
$233K -$44.7K -325 -16%
WIA
603
World Investment Advisors
California
$230K -$33.1K -241 -12%
BHTS
604
Bar Harbor Trust Services
Maine
$230K +$241K +1,749 New
LTI
605
Laffer Tengler Investments
Tennessee
$229K +$239K +1,740 New
BCM
606
BlueCrest Capital Management
Jersey
$229K -$926K -6,732 -79%
NA
607
Nottingham Advisors
New York
$229K – – –
FSA
608
Financial Services Advisory
Maryland
$229K +$239K +1,735 New
GIA
609
Goodwin Investment Advisory
Georgia
$228K – – –
OPCM
610
Osborne Partners Capital Management
California
$226K -$137K -997 -37%
LS
611
Leelyn Smith
Illinois
$226K +$413 +3 +0.2%
GSIS
612
Global Strategic Investment Solutions
Arizona
$224K – – –
FMWA
613
Forvis Mazars Wealth Advisors
Missouri
$223K -$105K -762 -31%
FWM
614
Frontier Wealth Management
Missouri
$223K -$4.13K -30 -2%
CL
615
CPWM LLC
Washington
$223K – – –
EWP
616
Engrave Wealth Partners
Texas
$222K – – –
CRC
617
Curi RMB Capital
Illinois
$220K – – –
KPWS
618
Kestra Private Wealth Services
Texas
$219K +$21.6K +157 +10%
KFC
619
Klingenstein Fields & Co
New York
$218K – – –
CA
620
Cambridge Advisors
Nebraska
$217K -$14K -102 -6%
IC
621
IEQ Capital
California
$216K – – –
BOS
622
Bingham Osborn & Scarborough
California
$215K – – –
CAM
623
Concorde Asset Management
Michigan
$213K -$22.6K -164 -9%
LA
624
LVW Advisors
New York
$212K -$234K -1,701 -51%
BWP
625
Baldwin Wealth Partners
Massachusetts
$212K – – –
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25
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