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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
1201
Black Diamond Financial
Maryland
$364K – – –
PWMG
1202
Pinnacle Wealth Management Group
Michigan
$362K -$31.2K -149 -8%
RCAG
1203
Rehmann Capital Advisory Group
Michigan
$361K -$136K -650 -28%
IA
1204
Invested Advisors
Pennsylvania
$359K – – –
AWA
1205
American Wealth Advisors
Georgia
$359K +$629 +3 +0.2%
GJWM
1206
Gilliland Jeter Wealth Management
Arkansas
$358K -$503K -2,399 -60%
CWG
1207
Cornerstone Wealth Group
North Carolina
$357K -$3.08M -14,678 -90%
FF
1208
Farnam Financial
Arizona
$355K +$14.9K +71 +5%
SWP
1209
SIMA Wealth Partners
Virginia
$355K – – –
CWS
1210
Confluence Wealth Services
Pennsylvania
$355K +$72.1K +344 +27%
FWP
1211
Falcon Wealth Planning
California
$354K – – –
RIP
1212
RAM Investment Partners
Washington
$352K +$336K +1,602 New
RWM
1213
Revisor Wealth Management
Ohio
$351K +$40.5K +193 +14%
CIR
1214
Clear Investment Research
Georgia
$350K +$1.47K +7 +0.4%
HPC
1215
Hobart Private Capital
North Carolina
$350K +$28.1K +134 +9%
EIP
1216
Essential Investment Partners
Colorado
$349K +$180K +858 +117%
MA
1217
Montag & Associates
Georgia
$348K +$16.6K +79 +5%
SFP
1218
Sterling Financial Planning
New Jersey
$347K – – –
BWL
1219
Beacon Wealthcare LLC
North Carolina
$347K – – –
FFG
1220
Fortress Financial Group
Minnesota
$347K +$419 +2 +0.1%
HWMG
1221
Hurlow Wealth Management Group
Indiana
$346K – – –
CFS
1222
Cannon Financial Strategists
Georgia
$345K +$42.8K +204 +15%
GC
1223
GFG Capital
Florida
$344K +$24.7K +118 +8%
CTA
1224
Colonial Trust Advisors
South Carolina
$342K +$5.24K +25 +2%
NPT
1225
Nixon Peabody Trust
Massachusetts
$341K – – –
47 48
49
50 51