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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
926
NWF Advisory Services
California
$305K – – –
CAM
927
CPA Asset Management
Florida
$304K +$31.4K +227 +12%
NB
928
NBT Bank
New York
$304K +$286K +2,064 New
JGIA
929
Jackson Grant Investment Advisers
Connecticut
$301K -$11.1K -80 -4%
RCAG
930
Rehmann Capital Advisory Group
Michigan
$301K -$24.4K -176 -8%
W
931
Wealthquest
Ohio
$299K -$37.2K -269 -12%
FTS
932
Fifth Third Securities
Ohio
$298K +$17.6K +127 +7%
KFI
933
Key Financial Inc
Pennsylvania
$297K – – –
FIS
934
Fischer Investment Strategies
California
$296K +$279K +2,015 New
HAS
935
HBW Advisory Services
California
$293K -$433K -3,127 -61%
AWM
936
Aprio Wealth Management
Georgia
$291K +$8.03K +58 +3%
WPP
937
Whalerock Point Partners
Rhode Island
$291K – – –
FA
938
Fermata Advisors
California
$289K +$272K +1,965 New
LEFP
939
Leading Edge Financial Planning
Tennessee
$289K -$404K -2,916 -60%
CBFP
940
Cedar Brook Financial Partners
Ohio
$288K +$2.77K +20 +1%
KA
941
Klingman & Associates
New York
$288K – – –
LA
942
Latitude Advisors
Florida
$285K -$18.3K -132 -6%
TLFA
943
True Link Financial Advisors
California
$284K -$7.06K -51 -3%
KWA
944
Kingswood Wealth Advisors
California
$284K +$267K +1,930 New
CFA
945
CWS Financial Advisors
Michigan
$283K +$8.31K +60 +3%
EWA
946
Elevate Wealth Advisory
Georgia
$282K +$265K +1,913 New
HTHT
947
Hemenway Trust Hemenway Trust
New Hampshire
$281K – – –
SYBT
948
Stock Yards Bank & Trust
Kentucky
$280K +$13.8K +100 +6%
BIM
949
Bridges Investment Management
Nebraska
$278K -$4.68M -33,810 -95%
AWC
950
Adamsbrown Wealth Consultants
Kansas
$278K +$1.11K +8 +0.4%
36 37
38
39 40