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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1126
Whalerock Point Partners
Rhode Island
$433K – – –
CF
1127
Clarity Financial
Texas
$433K +$10.5K +50 +3%
CSPIA
1128
Cary Street Partners Investment Advisory
Virginia
$432K -$471K -2,244 -53%
IMT
1129
Investment Management Trust
Massachusetts
$432K -$13K -62 -3%
CCA
1130
Clearwater Capital Advisors
Illinois
$431K -$22.2K -106 -5%
OWA
1131
OakTrust Wealth Advisors
Connecticut
$431K +$839 +4 +0.2%
ANBT
1132
American National Bank & Trust
Texas
$430K – – –
MFG
1133
Mosaic Financial Group
Illinois
$430K – – –
MFG
1134
Magnus Financial Group
New York
$430K -$116K -554 -22%
LF
1135
Lee Financial
Texas
$423K +$404K +1,928 New
LCAM
1136
London & Capital Asset Management
United Kingdom
$422K +$22.2K +106 +6%
CFA
1137
CWS Financial Advisors
Michigan
$421K – – –
NF
1138
Napier Financial
Massachusetts
$420K – – –
LA
1139
LVW Advisors
New York
$420K -$42.2K -201 -10%
EWM
1140
Elevation Wealth Management
Minnesota
$419K -$192K -915 -32%
JMBA
1141
J. M. Brown & Associates
Oklahoma
$419K +$401K +1,910 New
LWA
1142
LifeGoal Wealth Advisors
New York
$419K +$629 +3 +0.2%
MPWT
1143
MassMutual Private Wealth & Trust
Connecticut
$418K -$35.7K -170 -8%
NAMM
1144
NorthStar Asset Management (Massachusetts)
Massachusetts
$417K – – –
ICM
1145
Islay Capital Management
Texas
$417K +$335K +1,599 +533%
KFP
1146
Kerr Financial Planning
California
$416K -$629 -3 -0.2%
CBA
1147
Coastal Bridge Advisors
Connecticut
$415K +$629 +3 +0.2%
BWM
1148
Bullock Wealth Management
Indiana
$413K +$395K +1,885 New
AWM
1149
Apex Wealth Management
New Hampshire
$412K +$3.35K +16 +0.9%
AWC
1150
Adamsbrown Wealth Consultants
Kansas
$412K -$629 -3 -0.2%
44 45
46
47 48