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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1051
Krilogy Financial
Missouri
$524K +$12.6K +60 +3%
FMWA
1052
Forvis Mazars Wealth Advisors
Missouri
$523K +$42.6K +203 +9%
CA
1053
Clune & Associates
Illinois
$520K +$497K +2,372 New
IF
1054
Integrity Financial
Wyoming
$520K +$210 +1 +0%
HAP
1055
Harbor Asset Planning
Massachusetts
$519K +$839 +4 +0.2%
TCWA
1056
Turtle Creek Wealth Advisors
Texas
$519K -$471K -2,247 -49%
CWL
1057
Causey Wealth LLC
Colorado
$519K – – –
RCS
1058
R2 Capital Strategies
Nebraska
$519K +$496K +2,364 New
PTC
1059
Philadelphia Trust Company
Pennsylvania
$517K – – –
AAMG
1060
AMG Asset Management Group
Georgia
$516K +$210 +1 +0%
FFA
1061
Fortune Financial Advisors
Kansas
$514K +$210 +1 +0%
PRAG
1062
Portfolio Resources Advisor Group
Florida
$513K -$2.66M -12,688 -84%
TIA
1063
TCFG Investment Advisors
California
$511K +$4.82K +23 +1%
BB
1064
Busey Bank
Illinois
$511K – – –
WJWM
1065
Williams Jones Wealth Management
New York
$511K +$105K +500 +27%
VAG
1066
VisionPoint Advisory Group
Texas
$509K +$101K +483 +26%
WFAG
1067
Wescott Financial Advisory Group
Pennsylvania
$509K +$419 +2 +0.1%
EAM
1068
Empirical Asset Management
Massachusetts
$507K -$263K -1,252 -35%
SWA
1069
SFMG Wealth Advisors
Texas
$507K -$12.6K -60 -3%
UFA
1070
Unify Financial Advisors
Florida
$507K -$1.13M -5,366 -70%
CWA
1071
CogentBlue Wealth Advisors
Tennessee
$506K – – –
BWM
1072
BNB Wealth Management
Maryland
$503K +$419 +2 +0.1%
T
1073
Tidemark
California
$500K -$15.5K -74 -3%
CA
1074
CapWealth Advisors
Tennessee
$498K – – –
AB
1075
Atlas Brown
Kentucky
$497K -$76.8K -366 -14%
41 42
43
44 45