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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1101
Aspiriant LLC
California
$367K +$53.2K +297 +16%
JTWM
1102
Jackson Thornton Wealth Management
Alabama
$363K +$403K +2,251 New
BFIM
1103
Beese Fulmer Investment Management
Ohio
$362K +$56.8K +317 +18%
KA
1104
Klingman & Associates
New York
$361K – – –
A
1105
Argentarii
Ohio
$361K – – –
ZF
1106
Zhang Financial
Michigan
$360K +$29.4K +164 +8%
UF
1107
Univest Financial
Pennsylvania
$358K +$3.4K +19 +0.9%
CAM
1108
CPA Asset Management
Florida
$355K +$358 +2 +0.1%
OP
1109
ORG Partners
Indiana
$355K -$7.38M -41,214 -95%
GKWIM
1110
Gerber Kawasaki Wealth & Investment Management
California
$353K +$537 +3 +0.1%
MW
1111
Members Wealth
Pennsylvania
$352K +$368K +2,057 New
MGIA
1112
Moneta Group Investment Advisors
Missouri
$350K +$150K +836 +69%
GGS
1113
Galvin Gaustad & Stein
Arizona
$349K +$36.9K +206 +11%
LSWP
1114
Liberty Square Wealth Partners
Pennsylvania
$347K – – –
PWM
1115
Provident Wealth Management
Tennessee
$344K – – –
PWMG
1116
Pinnacle Wealth Management Group
Michigan
$341K +$31.9K +178 +10%
HPC
1117
Hobart Private Capital
North Carolina
$341K – – –
CG
1118
Corundum Group
Colorado
$341K – – –
WPP
1119
Whalerock Point Partners
Rhode Island
$338K – – –
OCM
1120
One Capital Management
California
$335K – – –
MFG
1121
Mosaic Financial Group
Illinois
$335K – – –
ANBT
1122
American National Bank & Trust
Texas
$335K +$299K +1,669 +574%
LWM
1123
LongView Wealth Management
Georgia
$333K +$61.2K +342 +21%
MA
1124
Montag & Associates
Georgia
$331K – – –
SWMG
1125
Sanchez Wealth Management Group
Florida
$330K -$88.6K -495 -20%
43 44
45
46 47