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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
SYBT
1101
Stock Yards Bank & Trust
Kentucky
$248K -$16.4K -100 -6%
PP
1102
Prosperity Planning
Missouri
$248K -$5.42K -33 -2%
CBC
1103
Coombe, Bender & Co
New York
$247K +$238K +1,448 New
CDH
1104
Charles D. Hyman
$247K – – –
BW
1105
Bison Wealth
Georgia
$244K – – –
SAM
1106
Strategy Asset Managers
California
$244K +$17.4K +106 +6%
CSWM
1107
Cassady Schiller Wealth Management
Ohio
$242K -$403K -2,453 -63%
CICC
1108
Capital Investment Counsel (Colorado)
Colorado
$241K -$23K -140 -9%
CPCM
1109
Cardinal Point Capital Management
Ontario, Canada
$239K – – –
LEFP
1110
Leading Edge Financial Planning
Tennessee
$237K +$7.39K +45 +3%
VC
1111
Veracity Capital
Georgia
$237K -$148K -902 -39%
SIA
1112
SkyView Investment Advisors
New Jersey
$236K +$227K +1,383 New
HWA
1113
HCR Wealth Advisors
California
$234K +$225K +1,373 New
GWM
1114
GDS Wealth Management
Texas
$232K +$223K +1,356 New
IF
1115
Integrity Financial
Wyoming
$230K +$657 +4 +0.3%
LG
1116
Leuthold Group
Minnesota
$227K -$164 -1 -0.1%
CA
1117
Crewe Advisors
Utah
$226K +$2.3K +14 +1%
PMG
1118
ProVise Management Group
Florida
$226K -$75.7K -461 -26%
CP
1119
Creekside Partners
California
$223K +$215K +1,308 New
DWP
1120
Daymark Wealth Partners
Ohio
$223K -$493 -3 -0.2%
BCM
1121
Becker Capital Management
Oregon
$223K – – –
CFS
1122
Cannon Financial Strategists
Georgia
$222K – – –
FFA
1123
First Foundation Advisors
California
$222K +$214K +1,301 New
CG
1124
Corundum Group
Colorado
$222K – – –
PA
1125
Procyon Advisors
Connecticut
$221K +$212K +1,293 New
43 44
45
46 47