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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
1051
San Luis Wealth Advisors
California
$497K +$1.13K +6 +0.2%
FGA
1052
Fortis Group Advisors
New Jersey
$495K -$2.83M -15,071 -86%
GC
1053
Grimes & Company
Massachusetts
$491K +$211K +1,125 +80%
KAM
1054
Knightsbridge Asset Management
California
$488K +$258K +1,375 +121%
BZWA
1055
Blue Zone Wealth Advisors
California
$487K +$141K +754 +43%
DI
1056
Disciplined Investments
Oklahoma
$487K – – –
BFA
1057
Beaumont Financial Advisors
Massachusetts
$485K +$12.2K +65 +3%
KF
1058
Krilogy Financial
Missouri
$484K +$465K +2,480 New
LSA
1059
Lansing Street Advisors
Pennsylvania
$484K -$20.6K -110 -4%
KIG
1060
Kennedy Investment Group
New Jersey
$483K -$3.56K -19 -0.8%
APWA
1061
Atlas Private Wealth Advisors
New Jersey
$483K +$171K +912 +58%
LRPA
1062
L. Roy Papp & Associates
Arizona
$479K – – –
FMWA
1063
Forvis Mazars Wealth Advisors
Missouri
$478K +$31.3K +167 +7%
FWM
1064
FSR Wealth Management
Illinois
$478K -$31.7K -169 -6%
JFG
1065
JDM Financial Group
Texas
$475K – – –
AT
1066
American Trust
Kentucky
$473K -$1.23M -6,556 -73%
WCM
1067
Winebrenner Capital Management
Kentucky
$473K -$3.19K -17 -0.7%
DWG
1068
Darden Wealth Group
Michigan
$470K +$188 +1 +0%
ADL
1069
Asset Dedication LLC
California
$470K -$4.5K -24 -1%
PCA
1070
Pallas Capital Advisors
Massachusetts
$470K -$53.5K -285 -11%
BPWM
1071
Badgley Phelps Wealth Managers
Washington
$469K -$11.6K -62 -3%
RWM
1072
Riverbend Wealth Management
South Carolina
$469K -$20.5K -109 -4%
RAS
1073
RPS Advisory Solutions
Kentucky
$468K +$143K +761 +46%
SIC
1074
Sterling Investment Counsel
New York
$467K +$169K +899 +60%
AWM
1075
Avior Wealth Management
Nebraska
$467K -$80.9K -431 -15%
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