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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1026
Palisade Asset Management
Minnesota
$645K – – –
NG
1027
Novem Group
New York
$642K +$59.9K +299 +10%
4WM
1028
4J Wealth Management
Virginia
$640K -$53.9K -269 -7%
EW
1029
Evoke Wealth
California
$636K -$61.5K -307 -8%
MWA
1030
Monograph Wealth Advisors
California
$636K +$149K +744 +29%
IW
1031
Imprint Wealth
South Carolina
$635K +$174K +869 +36%
OFG
1032
Oxford Financial Group
Indiana
$633K -$10.6K -53 -2%
ZF
1033
Zhang Financial
Michigan
$633K +$64.5K +322 +11%
CFG
1034
Citizens Financial Group
Rhode Island
$631K +$601 +3 +0.1%
BFA
1035
Benningfield Financial Advisors
California
$627K -$698K -3,484 -52%
EF
1036
Empowered Funds
Pennsylvania
$626K +$159K +794 +32%
HWM
1037
Heirloom Wealth Management
Colorado
$619K +$646K +3,225 New
IIA
1038
Integral Investment Advisors
California
$617K – – –
GFA
1039
Gallagher Fiduciary Advisors
Illinois
$615K +$518M +2,583,484 +15,775%
YWS
1040
Yarger Wealth Strategies
Ohio
$613K +$2.61K +13 +0.4%
MWA
1041
MN Wealth Advisors
Kansas
$612K -$66.3K -331 -9%
PWPS
1042
Pinnacle Wealth Planning Services
Ohio
$608K – – –
NB
1043
NBT Bank
New York
$607K +$423K +2,109 +200%
4WM
1044
49 Wealth Management
Texas
$605K -$47M -234,631 -99%
RFC
1045
Regions Financial Corp
Alabama
$605K +$379K +1,889 +149%
NA
1046
Novus Advisors
South Carolina
$603K -$135K -672 -18%
SIS
1047
Sound Income Strategies
Florida
$603K -$485K -2,422 -44%
FNT
1048
First National Trust
Pennsylvania
$600K +$78.4K +391 +14%
ST
1049
Smithfield Trust
Pennsylvania
$599K +$261K +1,300 +71%
LA
1050
Legacy Advisors
Pennsylvania
$595K +$83.4K +416 +15%
40 41
42
43 44