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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1076
Wedmont Private Capital
Pennsylvania
$555K -$52.1K -265 -9%
KBFS
1077
Kohmann Bosshard Financial Services
Ohio
$554K – – –
GWM
1078
Gibbs Wealth Management
Georgia
$553K – – –
LIA
1079
LS Investment Advisors
Michigan
$543K – – –
FNT
1080
First National Trust
Pennsylvania
$543K +$69K +351 +15%
OWA
1081
Octavia Wealth Advisors
Ohio
$542K -$131K -668 -20%
KIG
1082
Kennedy Investment Group
New Jersey
$538K +$44K +224 +9%
BWM
1083
BAM Wealth Management
Colorado
$535K -$171K -868 -24%
LA
1084
Legacy Advisors
Pennsylvania
$533K +$17.3K +88 +3%
CWMG
1085
Compass Wealth Management (Georgia)
Georgia
$533K -$11.6K -59 -2%
EB
1086
Exchange Bank
California
$528K -$4.72K -24 -0.9%
CA
1087
Crewe Advisors
Utah
$526K -$76.4K -389 -13%
FPCP
1088
Fort Point Capital Partners
California
$525K – – –
JWM
1089
JGP Wealth Management
Oregon
$524K -$15.5K -79 -3%
TCOV
1090
Trust Company of Vermont
Vermont
$522K +$5.7K +29 +1%
BPWM
1091
Badgley Phelps Wealth Managers
Washington
$521K +$40.9K +208 +9%
LWPC
1092
Legacy Wealth Partners (Colorado)
Colorado
$519K +$514K +2,614 New
CNBTD
1093
Citizens National Bank Trust Department
Mississippi
$518K – – –
AWM
1094
Avior Wealth Management
Nebraska
$515K +$38.1K +194 +8%
WA
1095
Waddell & Associates
Tennessee
$514K – – –
HH
1096
Hilltop Holdings
Texas
$513K -$121K -614 -19%
HAP
1097
Harbor Asset Planning
Massachusetts
$513K +$1.77K +9 +0.3%
ZBNA
1098
Zions Bancorporation, National Association
Utah
$512K – – –
MWA
1099
Monograph Wealth Advisors
California
$510K – – –
QWP
1100
Quotient Wealth Partners
Texas
$509K -$468K -2,380 -48%
42 43
44
45 46