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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
SNWA
976
Siligmueller & Norvid Wealth Advisors
Illinois
$649K – – –
MCM
977
Maple Capital Management
Vermont
$648K -$62.1K -360 -9%
CF
978
Claris Financial
Virginia
$642K -$573K -3,321 -49%
TC
979
TFR Capital
Texas
$636K – – –
BTW
980
Boston Trust Walden
Massachusetts
$633K – – –
PPA
981
Painted Porch Advisors
California
$628K -$83.4K -483 -12%
GWM
982
Gibbs Wealth Management
Georgia
$627K -$178K -1,033 -23%
FFG
983
Fortress Financial Group
Minnesota
$624K +$271K +1,568 +85%
G
984
GenTrust
Florida
$622K – – –
AIM
985
Advyzon Investment Management
Illinois
$619K +$294K +1,705 +101%
FTS
986
Fifth Third Securities
Ohio
$618K -$30K -174 -5%
WJA
987
Willis Johnson & Associates
Texas
$617K +$69.4K +402 +14%
WLIM
988
White Lighthouse Investment Management
Massachusetts
$615K +$8.97K +52 +2%
PAM
989
Palisade Asset Management
Minnesota
$614K – – –
FA
990
Fiduciary Alliance
South Carolina
$612K +$32.6K +189 +6%
IIA
991
Integral Investment Advisors
California
$609K – – –
OLVIG
992
Oliver Lagore Vanvalin Investment Group
Michigan
$604K +$610K +3,536 New
LNB
993
Ledyard National Bank
$603K -$16.7K -97 -3%
VWWMG
994
Vermillion & White Wealth Management Group
Pennsylvania
$599K -$715K -4,145 -56%
PA
995
Procyon Advisors
Connecticut
$593K -$225K -1,304 -29%
S
996
Sachetta
Massachusetts
$587K +$690 +4 +0.1%
PWP
997
Parkwoods Wealth Partners
New York
$586K -$110K -638 -17%
PAS
998
PKS Advisory Services
New York
$584K +$25K +145 +5%
LWA
999
LifeGoal Wealth Advisors
New York
$583K +$99.8K +578 +22%
HP
1000
Holistic Planning
Texas
$581K +$228K +1,323 +71%
38 39
40
41 42