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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1351
Evergreen Wealth Partners
Montana
$234K +$210 +1 +0.1%
LHP
1352
Lexington Hill Partners
Texas
$232K +$419 +2 +0.2%
HSA
1353
HBK Sorce Advisory
Pennsylvania
$231K +$216K +1,029 New
WS
1354
Wilian Securities
Minnesota
$231K +$221K +1,055 New
PAM
1355
Pacific Asset Management
Washington
$230K +$419 +2 +0.2%
AWP
1356
Astra Wealth Partners
New Jersey
$230K – – –
AWM
1357
Atticus Wealth Management
Florida
$230K -$52.8K -252 -19%
BWP
1358
Baldwin Wealth Partners
Massachusetts
$229K – – –
GS
1359
GWN Securities
Florida
$229K -$362K -1,725 -62%
VFG
1360
V2 Financial group
Illinois
$228K +$218K +1,038 New
MWM
1361
Modera Wealth Management
New Jersey
$224K +$214K +1,022 New
LA
1362
Layline Advisors
New York
$224K +$214K +1,022 New
JMA
1363
J.M. Arbour
Maine
$224K -$1.6M -7,642 -88%
FF
1364
Francis Financial
$224K +$214K +1,021 New
MIA
1365
MeadowBrook Investment Advisors
Michigan
$223K – – –
CAS
1366
Coppell Advisory Solutions
Texas
$222K +$99.6K +475 New
GAA
1367
Global Assets Advisory
Florida
$222K +$212K +1,012 New
ACA
1368
Atlas Capital Advisors
Wyoming
$221K +$113K +540 +116%
EW
1369
Element Wealth
Mississippi
$220K +$210K +1,003 New
OA
1370
Oasis Advisors
Iowa
$220K +$210K +1,002 New
HHGA
1371
Halbert Hargrove Global Advisors
California
$220K – – –
MIA
1372
Milestone Investment Advisors
Wisconsin
$219K – – –
WPWM
1373
Western Pacific Wealth Management
Illinois
$219K – – –
AL
1374
ADE LLC
Maryland
$219K +$210K +1,000 New
JA
1375
JVL Associates
Michigan
$218K +$209K +995 New
53 54
55
56 57