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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
876
Curtis Advisory Group
California
– -$298K -2,215 Closed
AWA
877
Arete Wealth Advisors
Illinois
– -$281K -2,084 Closed
MWM
878
Modera Wealth Management
New Jersey
– -$276K -2,051 Closed
BZWA
879
Blue Zone Wealth Advisors
California
– -$259K -1,927 Closed
PAM
880
Palisade Asset Management
Minnesota
– -$257K -1,907 Closed
PBF
881
Petix & Botte Financial
California
– -$247K -1,835 Closed
DC
882
Davenport & Co
Virginia
– -$246K -1,826 Closed
TLFA
883
True Link Financial Advisors
California
– -$238K -1,771 Closed
NA
884
Nottingham Advisors
New York
– -$234K -1,739 Closed
GSIS
885
Global Strategic Investment Solutions
Arizona
– -$231K -1,715 Closed
CL
886
CPWM LLC
Washington
– -$228K -1,691 Closed
FWM
887
Frontier Wealth Management
Missouri
– -$220K -1,690 Closed
OPCM
888
Osborne Partners Capital Management
California
– -$228K -1,690 Closed
GM
889
GeoWealth Management
Illinois
– -$226K -1,676 Closed
IWA
890
Intercontinental Wealth Advisors
Texas
– -$226K -1,675 Closed
CRC
891
Curi RMB Capital
Illinois
– -$225K -1,669 Closed
DT
892
Daniels + Tansey
Delaware
– -$223K -1,663 Closed
KFC
893
Klingenstein Fields & Co
New York
– -$223K -1,658 Closed
CA
894
Cambridge Advisors
Nebraska
– -$222K -1,653 Closed
V
895
Veritable
Delaware
– -$221K -1,642 Closed
IC
896
IEQ Capital
California
– -$220K -1,637 Closed
HBWM
897
Hollow Brook Wealth Management
New York
– -$220K -1,631 Closed
APW
898
Austin Private Wealth
Texas
– -$219K -1,624 Closed
CWM
899
C2C Wealth Management
Arizona
– -$216K -1,618 Closed
LW
900
Linscomb Wealth
Texas
– -$212K -1,572 Closed
34 35
36
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