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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
S
976
Sachetta
Massachusetts
$548K +$3.22K +18 +0.6%
FA
977
Fiduciary Alliance
South Carolina
$539K +$50K +279 +10%
FSA
978
Financial Sense Advisors
California
$539K -$104K -580 -16%
LFG
979
Larson Financial Group
Missouri
$538K -$1.97K -11 -0.3%
WCP
980
Wick Capital Partners
Pennsylvania
$535K +$561K +3,132 New
ACI
981
Alpha Cubed Investments
California
$535K +$33.5K +187 +6%
PWPS
982
Pinnacle Wealth Planning Services
Ohio
$534K +$6.98K +39 +1%
MIFH
983
Migdal Insurance & Financial Holdings
Israel
$531K -$22.4K -125 -4%
MW
984
Marcum Wealth
Ohio
$530K +$26K +145 +5%
AIM
985
Anchor Investment Management
South Carolina
$530K – – –
DCM
986
Donaldson Capital Management
Indiana
$527K +$552K +3,081 New
TCM
987
TruNorth Capital Management
Michigan
$526K +$551K +3,076 New
GC
988
GatePass Capital
Ohio
$522K +$107K +595 +24%
PAS
989
PKS Advisory Services
New York
$521K +$14.3K +80 +3%
LCWP
990
Legacy Capital Wealth Partners
Arkansas
$520K +$257K +1,433 +88%
AAS
991
Asset Allocation Strategies
Michigan
$520K -$429K -2,395 -44%
DIM
992
Delta Investment Management
California
$519K +$58.4K +326 +12%
VFPW
993
Vantage Financial Partners (Wisconsin)
Wisconsin
$518K -$34.4K -192 -6%
RIM
994
Rockbridge Investment Management
New York
$515K +$5.01K +28 +0.9%
FF
995
Farnam Financial
Arizona
$514K – – –
IPWA
996
International Private Wealth Advisors
California
$512K +$17K +95 +3%
IIA
997
IPG Investment Advisors
California
$511K -$144K -803 -21%
WA
998
Waddell & Associates
Tennessee
$510K +$43.7K +244 +9%
WJA
999
Willis Johnson & Associates
Texas
$508K +$71.3K +398 +15%
LT
1000
Legacy Trust
Michigan
$508K +$35.8K +200 +7%
38 39
40
41 42