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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
676
Lake Street Advisors Group
New Hampshire
$1.03M +$968K +6,994 New
IC
677
IEQ Capital
California
$1.02M +$138 +1 +0%
MFWP
678
Mosaic Family Wealth Partners
Missouri
$1.02M +$18.6K +134 +2%
ACM
679
Ardent Capital Management
Ohio
$1.01M – – –
GEA
680
Glen Eagle Advisors
New Jersey
$1.01M -$95.1K -687 -9%
HWM
681
HB Wealth Management
Georgia
$1.01M -$12K -87 -1%
DC
682
Davenport & Co
Virginia
$1M +$204K +1,472 +28%
HKIMG
683
Hutchens & Kramer Investment Management Group
Indiana
$1,000K -$17.6K -127 -2%
GVAG
684
Great Valley Advisor Group
Delaware
$997K -$695K -5,024 -43%
SC
685
Saiph Capital
New Jersey
$996K +$18K +130 +2%
WT
686
Washington Trust
Rhode Island
$991K – – –
LNB
687
Ledyard National Bank
$974K -$63.5K -459 -6%
WFM
688
Wolff Financial Management
Michigan
$972K -$120K -866 -12%
SC
689
Stephens Consulting
Michigan
$965K -$77.7K -561 -8%
FI
690
FWG Investments
Kentucky
$961K +$904K +6,529 New
IIA
691
IPG Investment Advisors
California
$959K -$9.5M -68,652 -91%
GT
692
Glenview Trust
Kentucky
$958K -$8.17K -59 -0.9%
MWM
693
Meridian Wealth Management
Kentucky
$943K +$64.5K +466 +8%
SS
694
Sunbelt Securities
Texas
$929K -$14.4K -104 -2%
PWMA
695
Pension & Wealth Management Advisors
Massachusetts
$928K +$873K +6,305 New
RFA
696
Resurgent Financial Advisors
Georgia
$924K +$169K +1,218 +24%
JPG
697
Jordan Park Group
California
$917K -$968K -6,989 -53%
SIA
698
Soltis Investment Advisors
Utah
$906K +$74.5K +538 +10%
GFP
699
Gryphon Financial Partners
Ohio
$906K +$853K +6,160 New
MFP
700
Meridian Financial Partners
Virginia
$897K -$89K -643 -10%
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