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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
976
Mosaic Financial Group
Illinois
$322K +$306K +1,958 New
HSA
977
HBK Sorce Advisory
Pennsylvania
$321K +$305K +1,952 New
ML
978
McAdam LLC
Pennsylvania
$320K +$304K +1,947 New
CBFP
979
Cedar Brook Financial Partners
Ohio
$319K -$625 -4 -0.2%
AO
980
Advisor OS
Illinois
$319K +$49.1K +314 +19%
MA
981
MJP Associates
Connecticut
$319K +$70.1K +449 +30%
MA
982
Montag & Associates
Georgia
$318K -$28K -179 -8%
GTAM
983
Global Trust Asset Management
Florida
$317K +$51.6K +330 +21%
GKWIM
984
Gerber Kawasaki Wealth & Investment Management
California
$316K +$301K +1,924 New
CFA
985
CWS Financial Advisors
Michigan
$316K – – –
ZF
986
Zhang Financial
Michigan
$315K +$299K +1,914 New
KA
987
Klingman & Associates
New York
$314K -$7.03K -45 -2%
FTS
988
Fifth Third Securities
Ohio
$313K -$18.7K -120 -6%
LW
989
Linscomb Wealth
Texas
$312K +$45K +288 +18%
AWC
990
Adamsbrown Wealth Consultants
Kansas
$311K +$469 +3 +0.2%
BIM
991
Bridges Investment Management
Nebraska
$311K – – –
HTHT
992
Hemenway Trust Hemenway Trust
New Hampshire
$310K -$3.91K -25 -1%
APW
993
Acima Private Wealth
Virginia
$307K – – –
CWS
994
Confluence Wealth Services
Pennsylvania
$307K +$38.7K +248 +15%
RCAG
995
Rehmann Capital Advisory Group
Michigan
$305K -$29.5K -189 -9%
PWMG
996
Pinnacle Wealth Management Group
Michigan
$305K +$22K +141 +8%
TA
997
TKG Advisors
Indiana
$303K +$937 +6 +0.3%
VP
998
Verum Partners
North Carolina
$300K -$54.1K -346 -16%
SIA
999
Schechter Investment Advisors
Michigan
$296K – – –
TWP
1000
Triad Wealth Partners
Kansas
$296K +$282K +1,804 New
38 39
40
41 42