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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
926
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$630K -5,525 Closed
LFAS
927
Level Four Advisory Services
Texas
– -$578K -5,073 Closed
BBP
928
Banco BTG Pactual
Brazil
– -$570K -5,000 Closed
AWM
929
Aprio Wealth Management
Georgia
– -$417K -3,659 Closed
MPW
930
MGO Private Wealth
California
– -$359K -3,148 Closed
API
931
Advisor Partners II
California
– -$342K -3,000 Closed
PFO
932
Pathstone Family Office
New Jersey
– -$342K -3,000 Closed
IWA
933
IBEX Wealth Advisors
New Jersey
– -$288K -2,531 Closed
EFH
934
Eaton Financial Holdings
Florida
– -$275K -2,415 Closed
CL
935
COWA LLC
Oklahoma
– -$314K -2,413 Closed
WGCA
936
Wolf Group Capital Advisors
Virginia
– -$263K -2,306 Closed
FPCP
937
Fort Point Capital Partners
California
– -$255K -2,239 Closed
RCA
938
Resonant Capital Advisors
Wisconsin
– -$217K -1,907 Closed
GLA
939
Good Life Advisors
Pennsylvania
– -$209K -1,830 Closed
RIA
940
Realta Investment Advisors
Delaware
– -$197K -1,727 Closed
SFC
941
SYM Financial Corp
Indiana
– -$170K -1,494 Closed
CS
942
Credit Suisse
Switzerland
– -$165K -1,446 Closed
FA
943
Fiduciary Alliance
South Carolina
– -$163K -1,432 Closed
LS
944
Leelyn Smith
Illinois
– -$162K -1,421 Closed
AAMA
945
Advanced Asset Management Advisors
Ohio
– -$158K -1,383 Closed
FCA
946
Fortis Capital Advisors
Kansas
– -$119K -1,045 Closed
AF
947
Arrow Financial
New York
– -$101K -886 Closed
AWM
948
Activest Wealth Management
Florida
– -$100K -880 Closed
ZIG
949
Zullo Investment Group
Pennsylvania
– -$61.3K -538 Closed
TA
950
Tectonic Advisors
Texas
– -$55.8K -490 Closed
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