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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
701
PFG Investments
New York
$1.72M +$981K +5,654 +144%
AWA
702
Alta Wealth Advisors
Massachusetts
$1.7M +$5.03K +29 +0.3%
WWP
703
WR Wealth Planners
Missouri
$1.69M +$468K +2,700 +40%
MWA
704
Merkkuri Wealth Advisors
New York
$1.69M +$260K +1,500 +19%
RFN
705
RDA Financial Network
Iowa
$1.68M +$125K +718 +8%
TSS
706
Two Sigma Securities
New York
$1.67M +$1.62M +9,337 New
D
707
Diversified
Delaware
$1.67M +$46.7K +269 +3%
DE
708
Diversified Enterprises
Delaware
$1.67M +$1.61M +9,310 New
LSA
709
Lion Street Advisors
Texas
$1.67M +$789K +4,550 +96%
JBA
710
Johnson Bixby & Associates
Washington
$1.66M -$77.4K -446 -5%
KIA
711
KCM Investment Advisors
California
$1.65M +$24.3K +140 +2%
JSW
712
Journey Strategic Wealth
New Jersey
$1.65M +$190K +1,095 +13%
MWM
713
Mattern Wealth Management
Kansas
$1.64M -$32.1K -185 -2%
MCCA
714
Mill Creek Capital Advisors
Pennsylvania
$1.64M -$508K -2,927 -24%
KP
715
Keel Point
Alabama
$1.63M -$555K -3,202 -26%
ECM
716
Evergreen Capital Management
Washington
$1.63M – – –
SWA
717
Sightline Wealth Advisors
Connecticut
$1.62M +$601K +3,464 +62%
VA
718
Valmark Advisers
Ohio
$1.61M -$588K -3,391 -27%
QWP
719
Quotient Wealth Partners
Texas
$1.59M +$34.7K +200 +2%
NAM
720
NorthCrest Asset Manangement
Minnesota
$1.59M +$1.54M +8,856 New
YIA
721
YHB Investment Advisors
Connecticut
$1.57M +$502K +2,896 +49%
RPGK
722
Retirement Planning Group (Kansas)
Kansas
$1.57M -$16K -92 -1%
NRC
723
New Republic Capital
North Carolina
$1.56M -$1.21K -7 -0.1%
AWMNH
724
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.56M +$278K +1,605 +23%
MCM
725
Mattern Capital Management
Colorado
$1.55M -$440K -2,535 -23%
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