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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
901
Valley National Advisers
Pennsylvania
$7K – – –
NFSG
902
Newbridge Financial Services Group
Florida
$6.62K -$5.04K -42 -44%
MAWA
903
Moss Adams Wealth Advisors
Washington
$6.33K +$4.68K +39 +325%
PA
904
PSI Advisors
Florida
$6.08K +$3K +25 +104%
CAM
905
Chesapeake Asset Management
New York
$5.46K +$5.28K +44 New
BHWM
906
Beaird Harris Wealth Management
Texas
$4.84K – – –
BSB
907
Bangor Savings Bank
Maine
$2.23K – – –
BBPWM
908
Blue Bell Private Wealth Management
Pennsylvania
$2.23K – – –
EWP
909
Elevation Wealth Partners
California
$2.11K +$2.04K +17 New
JHCP
910
Jackson Hole Capital Partners
Oklahoma
$1.86K -$2.28K -19 -56%
S
911
SignatureFD
Georgia
$1.74K – – –
MFC
912
Morris Financial Concepts
South Carolina
$1.36K – – –
PP
913
Pacifica Partners
Canada
$1.35K +$1.32K +11 New
CMP
914
Coston McIsaac & Partners
Maine
$1K – – –
FRA
915
Front Row Advisors
California
$1K – – –
GWANC
916
Guardian Wealth Advisors (North Carolina)
North Carolina
$993 – – –
AWA
917
Alaska Wealth Advisors
Alaska
$1 – – –
PCM
918
PAR Capital Management
Massachusetts
– -$187M -1,637,000 Closed
SAS
919
Sage Advisory Services
Texas
– -$24.9M -218,576 Closed
TWA
920
Tillar-Wenstrup Advisors
Ohio
– -$18.9M -165,511 Closed
JGC
921
J. Goldman & Co
New York
– -$2.6M -22,836 Closed
RWA
922
Rooted Wealth Advisors
Illinois
– -$1.64M -14,386 Closed
FFG
923
Ford Financial Group
California
– -$1.09M -9,529 Closed
PC
924
Permanens Capital
New York
– -$999K -8,768 Closed
WPW
925
Waldron Private Wealth
Pennsylvania
– -$906K -8,721 Closed
35 36
37
38 39