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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
826
Herold Advisors
New York
$1.04M +$222K +1,240 +25%
BTWM
827
Brass Tax Wealth Management
Ohio
$1.04M +$9.13K +51 +0.8%
SC
828
Stephens Consulting
Michigan
$1.03M -$43.3K -242 -4%
SEIA
829
Signature Estate & Investment Advisors
California
$1.03M +$146K +814 +16%
EA
830
Ergawealth Advisors
Illinois
$1.03M -$9.13K -51 -0.8%
SIS
831
Sound Income Strategies
Florida
$1.03M +$36K +201 +3%
YP
832
YANKCOM Partnership
South Dakota
$1.03M – – –
IAG
833
Ipsen Advisor Group
Arkansas
$1.03M +$2.51K +14 +0.2%
IRC
834
Investors Research Corp
Georgia
$1.02M +$80K +447 +8%
LFA
835
LGT Financial Advisors
Texas
$1.02M +$94.3K +527 +10%
MFWP
836
Mosaic Family Wealth Partners
Missouri
$1.02M +$7.52K +42 +0.7%
ELI
837
Empire Life Investments
Ontario, Canada
$1.02M -$3.28M -18,300 -75%
DWM
838
Drive Wealth Management
Utah
$1.01M +$6.27K +35 +0.6%
MWM
839
Modera Wealth Management
New Jersey
$1.01M +$8.95K +50 +0.9%
AWM
840
Aprio Wealth Management
Georgia
$1.01M +$692K +3,864 +188%
GWM
841
GK Wealth Management
Nevada
$999K +$103K +577 +11%
AWC
842
Abundance Wealth Counselors
Pennsylvania
$996K – – –
VFA
843
Valeo Financial Advisors
Indiana
$994K +$353K +1,972 +51%
CWM
844
Cahaba Wealth Management
Georgia
$991K – – –
LSA
845
L & S Advisors
California
$986K -$30.4K -170 -3%
HNB
846
Huntington National Bank
Ohio
$985K – – –
IUHSA
847
Itau Unibanco Holding S.A.
Brazil
$981K +$1.03M +5,741 New
AFP
848
Alpha Financial Partners
Kentucky
$981K +$53.2K +297 +5%
RMAM
849
Raab & Moskowitz Asset Management
New Jersey
$979K -$170K -949 -14%
SA
850
Seneschal Advisors
Washington
$979K +$37.6K +210 +4%
32 33
34
35 36