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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
851
Crestone Asset Management
Colorado
$258K – – –
IWM
852
Iams Wealth Management
Nebraska
$258K +$267K +1,959 New
KA
853
Klingman & Associates
New York
$258K +$267K +1,957 New
MA
854
Montag & Associates
Georgia
$258K – – –
CBFP
855
Cedar Brook Financial Partners
Ohio
$254K – – –
AWM
856
Aprio Wealth Management
Georgia
$253K +$262K +1,917 New
HTHT
857
Hemenway Trust Hemenway Trust
New Hampshire
$252K -$13.7K -100 -5%
FTS
858
Fifth Third Securities
Ohio
$251K – – –
HWA
859
HHM Wealth Advisors
Tennessee
$250K – – –
HSA
860
HBK Sorce Advisory
Pennsylvania
$248K +$257K +1,883 New
AWC
861
Adamsbrown Wealth Consultants
Kansas
$248K -$104K -764 -29%
CIR
862
Clear Investment Research
Georgia
$248K -$1.09K -8 -0.4%
BCMO
863
Buckingham Capital Management (Ohio)
Ohio
$247K -$101K -737 -28%
CFA
864
CWS Financial Advisors
Michigan
$245K – – –
GPA
865
Guerra Pan Advisors
New Jersey
$245K – – –
NHFG
866
New Harbor Financial Group
Massachusetts
$244K +$253K +1,850 New
CAM
867
CPA Asset Management
Florida
$242K +$30K +220 +14%
FMWA
868
Forvis Mazars Wealth Advisors
Missouri
$241K – – –
CG
869
Colony Group
Massachusetts
$240K – – –
SC
870
Solstein Capital
California
$239K – – –
SAM
871
Strategy Asset Managers
California
$238K – – –
SIA
872
Schechter Investment Advisors
Michigan
$238K – – –
SYBT
873
Stock Yards Bank & Trust
Kentucky
$237K – – –
CB
874
Cadence Bank
Mississippi
$237K +$2.87K +21 +1%
CW
875
Channel Wealth
California
$236K -$4.37K -32 -2%
33 34
35
36 37