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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
901
Trust Company of Vermont
Vermont
$341K +$40K +289 +14%
CF
902
Clarity Financial
Texas
$339K +$4.43K +32 +1%
FWM
903
Fairhaven Wealth Management
Illinois
$337K +$25.9K +187 +9%
PMG
904
ProVise Management Group
Florida
$335K -$6.37K -46 -2%
SWM
905
SeaCrest Wealth Management
New York
$327K -$26.9K -194 -8%
LGA
906
Lebenthal Global Advisors
New York
$326K +$28.7K +207 +10%
EWS
907
Evergreen Wealth Solutions
Pennsylvania
$325K -$39.7K -287 -11%
WA
908
Waddell & Associates
Tennessee
$324K -$97.9K -707 -24%
BFA
909
Beaumont Financial Advisors
Massachusetts
$324K -$53.3K -385 -15%
IAA
910
Independent Advisor Alliance
North Carolina
$324K +$20.4K +147 +7%
LSA
911
Lion Street Advisors
Texas
$323K -$39.9K -288 -12%
CS
912
Credit Suisse
Switzerland
$323K +$23K +166 +8%
UFA
913
US Financial Advisors
Massachusetts
$322K -$138K -1,000 -31%
VP
914
Verum Partners
North Carolina
$320K -$40.6K -293 -12%
FCI
915
Financial Counselors Inc
Kansas
$318K +$52.2K +377 +21%
IBOK
916
Independence Bank of Kentucky
Kentucky
$316K – – –
CCM
917
Carlson Capital Management
Minnesota
$314K +$296K +2,137 New
MA
918
Montag & Associates
Georgia
$311K +$23.3K +168 +9%
GPA
919
Guerra Pan Advisors
New Jersey
$311K +$35.6K +257 +14%
RIA
920
Realta Investment Advisors
Delaware
$311K +$55.7K +402 +23%
AW
921
Avion Wealth
Texas
$311K -$45.5K -329 -13%
SM
922
Sensible Money
Arizona
$309K – – –
ACA
923
Aptus Capital Advisors
Alabama
$308K -$422K -3,050 -59%
HA
924
Herold Advisors
New York
$307K +$7.34K +53 +3%
STA
925
Summit Trail Advisors
New York
$306K +$69.2K +500 +32%
35 36
37
38 39