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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
976
Anchor Investment Management
South Carolina
$667K – – –
SMDAM
977
Sumitomo Mitsui DS Asset Management
Japan
$664K +$635K +3,026 New
BFA
978
Benningfield Financial Advisors
California
$658K -$56.4K -269 -8%
CA
979
Continuum Advisory
Idaho
$651K -$238K -1,133 -28%
GWA
980
Genesis Wealth Advisors
Massachusetts
$651K – – –
TWM
981
Tolleson Wealth Management
Texas
$649K – – –
TCOV
982
Trust Company of Vermont
Vermont
$648K +$620K +2,954 New
AAM
983
Aureus Asset Management
Massachusetts
$648K -$94.2K -449 -13%
IIA
984
Integral Investment Advisors
California
$647K -$56K -267 -8%
IRP
985
Investment Research Partners
Pennsylvania
$646K -$281K -1,340 -31%
AIA
986
Accelerate Investment Advisors
California
$646K -$750K -3,578 -55%
CL
987
COWA LLC
Oklahoma
$645K -$670K -3,196 -52%
ZBNA
988
Zions Bancorporation, National Association
Utah
$645K +$75.7K +361 +14%
OFS
989
Opus Financial Solutions
Illinois
$644K +$10.5K +50 +2%
SFC
990
SYM Financial Corp
Indiana
$641K +$16.1K +77 +3%
WMA
991
Wealth Management Associates
New Jersey
$640K -$12K -57 -2%
ACM
992
AlphaStar Capital Management
North Carolina
$638K +$21.4K +102 +4%
BIM
993
Baldwin Investment Management
Pennsylvania
$637K +$609K +2,904 New
BFA
994
Beaumont Financial Advisors
Massachusetts
$628K +$83.5K +398 +16%
FFG
995
First Financial Group
North Carolina
$623K +$210 +1 +0%
IPWA
996
International Private Wealth Advisors
California
$621K -$629 -3 -0.1%
FPCP
997
Fort Point Capital Partners
California
$620K – – –
KBFS
998
Kohmann Bosshard Financial Services
Ohio
$620K +$6.92K +33 +1%
NAS
999
NWF Advisory Services
California
$619K – – –
JGIA
1000
Jackson Grant Investment Advisers
Connecticut
$618K +$839 +4 +0.1%
38 39
40
41 42