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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
876
Advisors Capital Management
New Jersey
$596K +$16.7K +102 +3%
NEPPG
877
New England Professional Planning Group
Rhode Island
$595K +$821 +5 +0.1%
BFG
878
Bleakley Financial Group
New Jersey
$587K – – –
FNWM
879
Financial Network Wealth Management
Utah
$585K +$563K +3,427 New
OLVIG
880
Oliver Lagore Vanvalin Investment Group
Michigan
$583K -$23K -140 -4%
WLIM
881
White Lighthouse Investment Management
Massachusetts
$574K -$5.75K -35 -1%
PAM
882
Palisade Asset Management
Minnesota
$573K – – –
WEG
883
World Equity Group
Illinois
$566K +$38.9K +237 +8%
S
884
Sachetta
Massachusetts
$566K +$38.9K +237 +8%
PP
885
Prudential plc
United Kingdom
$565K -$332K -2,021 -38%
PFA
886
Pinnacle Family Advisors
Missouri
$563K +$158K +964 +41%
SAM
887
Secure Asset Management
Michigan
$560K +$282K +1,716 +110%
AC
888
Allstate Corporation
Illinois
$559K -$3.65M -22,236 -87%
CB
889
Commerce Bank
Missouri
$548K +$11.5K +70 +2%
MW
890
Marcum Wealth
Ohio
$548K – – –
HA
891
Herold Advisors
New York
$544K +$39.1K +238 +8%
WJA
892
Willis Johnson & Associates
Texas
$542K +$106K +645 +26%
CF
893
Clarity Financial
Texas
$534K +$69.1K +421 +16%
RG
894
Rathbones Group
United Kingdom
$534K -$56.2K -342 -10%
AIM
895
Anchor Investment Management
South Carolina
$529K -$140K -855 -22%
GA
896
Geller Advisors
New York
$527K +$657 +4 +0.1%
MCA
897
MSH Capital Advisors
Arizona
$526K +$506K +3,079 New
FFA
898
Fortune Financial Advisors
Kansas
$526K -$6.24K -38 -1%
FCI
899
Financial Counselors Inc
Kansas
$526K +$125K +759 +33%
NIC
900
Northwest Investment Counselors
Oregon
$525K -$11.8K -72 -2%
34 35
36
37 38