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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1051
Waddell & Associates
Tennessee
$483K -$58.3K -338 -11%
BP
1052
BBR Partners
New York
$483K – – –
IIA
1053
IPG Investment Advisors
California
$483K -$60.7K -352 -12%
FWM
1054
FSR Wealth Management
Illinois
$481K -$35.2K -204 -7%
NAS
1055
NWF Advisory Services
California
$479K +$29.9K +173 +7%
CNBTD
1056
Citizens National Bank Trust Department
Mississippi
$476K – – –
LSA
1057
Lansing Street Advisors
Pennsylvania
$475K +$1.03K +6 +0.2%
TCOV
1058
Trust Company of Vermont
Vermont
$475K +$25.9K +150 +6%
HW
1059
HORAN Wealth
Ohio
$474K +$447K +2,592 New
QP
1060
Quartz Partners
New York
$473K -$2.24K -13 -0.5%
FPCP
1061
Fort Point Capital Partners
California
$472K – – –
ZBNA
1062
Zions Bancorporation, National Association
Utah
$471K – – –
MWA
1063
Monograph Wealth Advisors
California
$470K -$853K -4,945 -66%
HAP
1064
Harbor Asset Planning
Massachusetts
$470K +$443K +2,569 New
CIP
1065
Capital Insight Partners
Arizona
$468K -$40.6K -235 -8%
LFG
1066
Larson Financial Group
Missouri
$467K -$103K -595 -19%
SLWA
1067
San Luis Wealth Advisors
California
$466K +$1.03K +6 +0.2%
MNA
1068
Manning & Napier Advisors
New York
$463K +$31.4K +182 +8%
RWM
1069
Riverbend Wealth Management
South Carolina
$460K +$7.25K +42 +2%
CIA
1070
Cape Investment Advisory
Georgia
$460K +$9.84K +57 +2%
DI
1071
Disciplined Investments
Oklahoma
$458K +$56.4K +327 +15%
KIG
1072
Kennedy Investment Group
New Jersey
$457K +$432K +2,502 New
LWL
1073
Leo Wealth LLC
Texas
$455K +$430K +2,490 New
VC
1074
Veracity Capital
Georgia
$453K +$53K +307 +14%
IPA
1075
Investment Planning Advisors
Georgia
$453K -$236K -1,366 -36%
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43
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