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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
676
Dana Investment Advisors
Wisconsin
$274K +$266K +1,880 New
MC
677
Moors & Cabot
Massachusetts
$272K +$49.5K +350 +23%
BCA
678
Biltmore Capital Advisors
New Jersey
$271K +$263K +1,863 New
TVAMP
679
Tennessee Valley Asset Management Partners
Tennessee
$266K -$435K -3,076 -63%
IAA
680
Independent Advisor Alliance
North Carolina
$265K -$10.6K -75 -4%
FMWA
681
Forvis Mazars Wealth Advisors
Missouri
$256K +$9.75K +69 +4%
BHTS
682
Bar Harbor Trust Services
Maine
$255K – – –
CRC
683
Curi RMB Capital
Illinois
$254K +$10.7K +76 +5%
FCM
684
Firestone Capital Management
Florida
$254K +$62.5K +442 +34%
LTI
685
Laffer Tengler Investments
Tennessee
$253K – – –
NA
686
Nottingham Advisors
New York
$253K – – –
GIA
687
Goodwin Investment Advisory
Georgia
$252K – – –
OPCM
688
Osborne Partners Capital Management
California
$250K – – –
LS
689
Leelyn Smith
Illinois
$250K +$283 +2 +0.1%
GSIS
690
Global Strategic Investment Solutions
Arizona
$249K +$1.41K +10 +0.6%
FLPIM
691
F.L. Putnam Investment Management
Massachusetts
$246K -$62.2K -440 -21%
FWM
692
Frontier Wealth Management
Missouri
$246K – – –
GLA
693
Good Life Advisors
Pennsylvania
$245K -$149K -1,056 -39%
EWP
694
Engrave Wealth Partners
Texas
$245K – – –
KFC
695
Klingenstein Fields & Co
New York
$241K – – –
DC
696
Davenport & Co
Virginia
$241K +$234K +1,653 New
CA
697
Cambridge Advisors
Nebraska
$240K -$424 -3 -0.2%
MGIA
698
Moneta Group Investment Advisors
Missouri
$240K +$233K +1,649 New
IC
699
IEQ Capital
California
$238K – – –
CWM
700
C2C Wealth Management
Arizona
$238K +$231K +1,636 New
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