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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
LRPA
701
L. Roy Papp & Associates
Arizona
$360K +$348K +2,901 New
GA
702
Goldstein Advisors
Wisconsin
$359K +$5.4K +45 +2%
SFP
703
Sterling Financial Planning
New Jersey
$354K -$41.8K -348 -11%
ICG
704
InterOcean Capital Group
Tennessee
$353K – – –
EWM
705
EPG Wealth Management
Georgia
$352K +$120 +1 +0%
BJL
706
Brighton Jones LLC
Washington
$351K +$106K +885 +45%
KWM
707
Kingsview Wealth Management
Oregon
$350K -$42.7K -356 -11%
BWM
708
BerganKDV Wealth Management
Minnesota
$348K – – –
JCM
709
Jacobi Capital Management
Pennsylvania
$347K -$3.6K -30 -1%
ACM
710
Advisors Capital Management
New Jersey
$346K -$45.4M -377,837 -99%
ADL
711
Asset Dedication LLC
California
$345K – – –
DC
712
Davenport & Co
Virginia
$338K +$327K +2,725 New
SIC
713
Sterling Investment Counsel
New York
$336K -$332K -2,765 -50%
BFA
714
Beaumont Financial Advisors
Massachusetts
$329K +$12.2K +102 +4%
FDCC
715
Foster Dykema Cabot & Co
Massachusetts
$329K – – –
BP
716
BBR Partners
New York
$328K – – –
MWM
717
Maripau Wealth Management
Indiana
$325K +$77.4K +645 +33%
ACA
718
Aptus Capital Advisors
Alabama
$324K -$427K -3,555 -58%
CCG
719
Cloverfields Capital Group
Minnesota
$323K +$312K +2,602 New
SWP
720
Strategic Wealth Partners
Ohio
$323K -$71.7K -597 -19%
TFA
721
Teamwork Financial Advisors
Texas
$317K -$1.9M -15,790 -86%
HNB
722
Huntington National Bank
Ohio
$312K – – –
RFN
723
RDA Financial Network
Iowa
$311K +$301K +2,504 New
SWM
724
SeaCrest Wealth Management
New York
$307K +$2.04K +17 +0.7%
HA
725
Herold Advisors
New York
$306K +$296K +2,466 New
27 28
29
30 31