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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMM
1151
NorthStar Asset Management (Massachusetts)
Massachusetts
$417K – – –
ICM
1152
Islay Capital Management
Texas
$417K +$335K +1,599 +533%
KFP
1153
Kerr Financial Planning
California
$416K -$629 -3 -0.2%
CBA
1154
Coastal Bridge Advisors
Connecticut
$415K +$629 +3 +0.2%
BWM
1155
Bullock Wealth Management
Indiana
$413K – – –
AWM
1156
Apex Wealth Management
New Hampshire
$412K +$3.35K +16 +0.9%
AWC
1157
Adamsbrown Wealth Consultants
Kansas
$412K -$629 -3 -0.2%
PWM
1158
Provident Wealth Management
Tennessee
$411K -$26.8K -128 -6%
AWM
1159
Accurate Wealth Management
Florida
$410K +$142K +677 +57%
IF
1160
Intrua Financial
Texas
$410K +$41.3K +197 +12%
HPCM
1161
Hunter Perkins Capital Management
Illinois
$410K +$66.5K +317 +20%
PC
1162
Payne Capital
Oregon
$410K – – –
PE
1163
PCM Encore
Colorado
$409K +$391K +1,866 New
CLIP
1164
Colter Lewis Investment Partners
Connecticut
$407K – – –
WCFA
1165
Walkner Condon Financial Advisors
Wisconsin
$407K +$389K +1,853 New
GI
1166
GAMMA Investing
California
$404K +$16.6K +79 +4%
RIM
1167
Redwood Investment Management
Arizona
$400K -$2.32M -11,045 -86%
LSWP
1168
Liberty Square Wealth Partners
Pennsylvania
$398K – – –
FFG
1169
Fortem Financial Group
California
$398K +$380K +1,813 New
JIC
1170
Joel Isaacson & Co
New York
$397K +$26K +124 +7%
AFP
1171
Alpha Financial Partners
Kentucky
$396K -$105K -501 -22%
KCM
1172
Kendall Capital Management
Maryland
$395K – – –
BWM
1173
BAM Wealth Management
Colorado
$395K -$204K -973 -35%
CFO
1174
Cambient Family Office
Michigan
$394K +$365K +1,740 +3,053%
ACM
1175
Advance Capital Management
Michigan
$393K -$5.03K -24 -1%
45 46
47
48 49