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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1026
Thoroughbred Financial Services
Tennessee
$575K +$34.2K +163 +7%
CNBTD
1027
Citizens National Bank Trust Department
Mississippi
$572K – – –
MWM
1028
Mosley Wealth Management
California
$571K -$4.89M -23,327 -90%
OFS
1029
OneAscent Financial Services
Alabama
$571K +$107K +509 +24%
AAS
1030
Asset Allocation Strategies
Michigan
$570K +$12K +57 +2%
BPWM
1031
Badgley Phelps Wealth Managers
Washington
$568K – – –
4WM
1032
4J Wealth Management
Virginia
$568K -$157K -750 -22%
SLWA
1033
San Luis Wealth Advisors
California
$564K +$1.05K +5 +0.2%
PEWA
1034
Pacific Excel Wealth Advisors
California
$561K -$105K -500 -16%
HFO
1035
Heritage Family Offices
Arizona
$561K -$79.3K -378 -13%
PWP
1036
Parkwoods Wealth Partners
New York
$557K -$12.4K -59 -2%
WA
1037
Waddell & Associates
Tennessee
$557K -$29.8K -142 -5%
BHPW
1038
Box Hill Private Wealth
Arizona
$556K +$839 +4 +0.2%
FFC
1039
Frederick Financial Consultants
Maryland
$553K +$136K +648 +35%
KAM
1040
Knightsbridge Asset Management
California
$551K – – –
CWMG
1041
Compass Wealth Management (Georgia)
Georgia
$550K -$2.52K -12 -0.5%
LSA
1042
Lansing Street Advisors
Pennsylvania
$550K +$839 +4 +0.2%
LIA
1043
LS Investment Advisors
Michigan
$550K -$31.5K -150 -6%
DI
1044
Disciplined Investments
Oklahoma
$549K – – –
V
1045
ViaWealth
Kansas
$549K +$629 +3 +0.1%
TP
1046
TritonPoint Partners
Maryland
$549K +$39.4K +188 +8%
FWP
1047
Forefront Wealth Partners
Texas
$545K +$75.1K +358 +17%
SC
1048
Sapient Capital
Indiana
$540K +$516K +2,462 New
LRPA
1049
L. Roy Papp & Associates
Arizona
$540K – – –
FWA
1050
FSM Wealth Advisors
Ohio
$538K +$514K +2,451 New
40 41
42
43 44