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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
826
Victory Financial Group
Texas
$479K +$450K +3,254 New
ACI
827
Alpha Cubed Investments
California
$477K +$26.4K +191 +6%
BFP
828
Beacon Financial Planning
Massachusetts
$475K +$446K +3,225 New
MW
829
Marcum Wealth
Ohio
$472K – – –
SFA
830
Semmax Financial Advisors
North Carolina
$470K +$389K +2,807 +1,312%
FFA
831
Fortune Financial Advisors
Kansas
$469K +$554 +4 +0.1%
FCA
832
FinTrust Capital Advisors
South Carolina
$466K -$7.75K -56 -2%
LWM
833
Lodestone Wealth Management
Washington
$464K -$52.2K -377 -11%
CA
834
Crewe Advisors
Utah
$463K -$115K -833 -21%
NIC
835
Northwest Investment Counselors
Oregon
$463K -$5.26K -38 -1%
S
836
Sachetta
Massachusetts
$459K +$432K +3,118 New
CB
837
Commerce Bank
Missouri
$455K +$16.2K +117 +4%
SIC
838
Salem Investment Counselors
North Carolina
$453K – – –
GA
839
Geller Advisors
New York
$453K – – –
BMWM
840
Brown Miller Wealth Management
Virginia
$449K -$1.11K -8 -0.3%
FWCM
841
Ferguson Wellman Capital Management
Oregon
$447K +$13.4K +97 +3%
1CP
842
17 Capital Partners
Arizona
$445K +$418K +3,023 New
DTC
843
Davidson Trust Company
Washington
$444K +$23.7K +171 +6%
DA
844
DCM Advisors
New York
$442K – – –
PTC
845
Philadelphia Trust Company
Pennsylvania
$441K – – –
LWA
846
Lantern Wealth Advisors
New York
$439K +$413K +2,984 New
CTWM
847
Cherry Tree Wealth Management
Minnesota
$438K -$5.68K -41 -1%
FA
848
Fiduciary Alliance
South Carolina
$434K -$18.3K -132 -4%
ADL
849
Asset Dedication LLC
California
$434K – – –
ASW
850
Astoria Strategic Wealth
Texas
$433K – – –
32 33
34
35 36