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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
1101
Badgley Phelps Wealth Managers
Washington
$497K -$6.41K -32 -1%
LWL
1102
Leo Wealth LLC
Texas
$495K +$16.6K +83 +3%
ZBNA
1103
Zions Bancorporation, National Association
Utah
$494K – – –
SLWA
1104
San Luis Wealth Advisors
California
$492K +$1K +5 +0.2%
LFG
1105
Larson Financial Group
Missouri
$492K +$3.41K +17 +0.7%
QWP
1106
Quotient Wealth Partners
Texas
$492K +$200 +1 +0%
AAS
1107
Asset Allocation Strategies
Michigan
$488K +$34.9K +174 +7%
WPC
1108
Wedmont Private Capital
Pennsylvania
$486K -$60.9K -304 -11%
BHPW
1109
Box Hill Private Wealth
Arizona
$485K +$507K +2,531 New
CWMG
1110
Compass Wealth Management (Georgia)
Georgia
$483K -$32.9K -164 -6%
MFG
1111
Magnus Financial Group
New York
$482K -$832K -4,153 -62%
KAM
1112
Knightsbridge Asset Management
California
$481K – – –
RWM
1113
Ritholtz Wealth Management
New York
$480K +$156K +778 +45%
DI
1114
Disciplined Investments
Oklahoma
$480K – – –
LSA
1115
Lansing Street Advisors
Pennsylvania
$480K +$1.2K +6 +0.2%
V
1116
ViaWealth
Kansas
$480K -$7.82K -39 -2%
FA
1117
Fermata Advisors
California
$479K +$24.3K +121 +5%
ITG
1118
Index Technologies Group
New York
$477K +$22.9K +114 +5%
ZIM
1119
Zacks Investment Management
Illinois
$476K +$39.9K +199 +9%
KF
1120
Krilogy Financial
Missouri
$476K -$7.01K -35 -1%
LEFP
1121
Leading Edge Financial Planning
Tennessee
$474K +$495K +2,470 New
AWMI
1122
Aegis Wealth Management (Iowa)
Iowa
$473K +$19.8K +99 +4%
BFA
1123
Beaumont Financial Advisors
Massachusetts
$473K +$30.5K +152 +7%
DWM
1124
Drive Wealth Management
Utah
$472K -$137K -686 -22%
LRPA
1125
L. Roy Papp & Associates
Arizona
$472K – – –
43 44
45
46 47