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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1176
Naples Global Advisors
Florida
$305K +$311K +1,713 New
SC
1177
Solstein Capital
California
$303K – – –
AWA
1178
Authentikos Wealth Advisory
California
$303K +$24.2K +133 +8%
CAS
1179
Coppell Advisory Solutions
Texas
$303K +$35.2K +194 +13%
OPWM
1180
Oxinas Partners Wealth Management
Indiana
$302K +$29.8K +164 +11%
SFP
1181
Sterling Financial Planning
New Jersey
$300K +$27.4K +151 +10%
CPRC
1182
Consolidated Portfolio Review Corp
New York
$296K +$302K +1,662 New
KFC
1183
Klingenstein Fields & Co
New York
$295K – – –
WFAG
1184
Wescott Financial Advisory Group
Pennsylvania
$294K -$6.18K -34 -2%
CIA
1185
Cascade Investment Advisors
Oregon
$293K +$299K +1,645 New
RWM
1186
Ritholtz Wealth Management
New York
$291K – – –
ST
1187
Smithfield Trust
Pennsylvania
$290K +$134K +737 +83%
CFGW
1188
Chancellor Financial Group WB
Pennsylvania
$289K +$295K +1,624 New
LCWP
1189
Legacy Capital Wealth Partners
Arkansas
$289K -$22.9K -126 -7%
SWP
1190
SIMA Wealth Partners
Virginia
$288K – – –
AT
1191
Arlington Trust
Alabama
$288K – – –
GG
1192
Greenwood Gearhart
Arkansas
$287K -$182K -1,000 -38%
RZH
1193
Relyea Zuckerberg Hanson
Connecticut
$287K – – –
CL
1194
CVFG LLC
Indiana
$286K +$292K +1,606 New
TWM
1195
Tolleson Wealth Management
Texas
$286K – – –
LWM
1196
LongView Wealth Management
Georgia
$286K +$291K +1,604 New
SAM
1197
Strategy Asset Managers
California
$286K -$5.09K -28 -2%
CB
1198
Cadence Bank
Mississippi
$284K -$29.1K -160 -9%
DACG
1199
Donor Advised Charitable Giving
California
$282K +$53.6K +295 +23%
SIAS
1200
Summit Investment Advisory Services
Minnesota
$282K +$727 +4 +0.3%
46 47
48
49 50