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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
1401
Elevate Capital Advisors
Colorado
$209K -$3.23M -16,127 -94%
BNMT
1402
Bawa N Mallick Trust
New York
$209K – – –
CMI
1403
Clare Market Investments
Texas
$207K +$216K +1,079 New
RA
1404
Rubicon Advisors
California
$206K +$401 +2 +0.2%
C
1405
Certuity
Florida
$206K -$99.4K -496 -32%
EWP
1406
Evergreen Wealth Partners
Montana
$204K +$601 +3 +0.3%
CNBOF
1407
City National Bank of Florida
Florida
$204K – – –
FA
1408
FSA Advisors
Michigan
$204K -$22.4K -112 -10%
GI
1409
Gradient Investments
Minnesota
$204K -$179K -892 -46%
LHP
1410
Lexington Hill Partners
Texas
$202K -$108K -540 -34%
CWM
1411
Collaborative Wealth Management
Florida
$202K – – –
AWP
1412
Astra Wealth Partners
New Jersey
$201K – – –
PAM
1413
Pacific Asset Management
Washington
$201K +$401 +2 +0.2%
BWP
1414
Baldwin Wealth Partners
Massachusetts
$200K – – –
PL
1415
Protective Life
Alabama
$200K +$209K +1,044 New
MIA
1416
MeadowBrook Investment Advisors
Michigan
$195K – – –
PGAM
1417
Princeton Global Asset Management
New Jersey
$194K – – –
OCM
1418
Orion Capital Management
California
$192K +$1.2K +6 +0.6%
HHGA
1419
Halbert Hargrove Global Advisors
California
$192K +$5.21K +26 +3%
MIA
1420
Milestone Investment Advisors
Wisconsin
$192K – – –
WPWM
1421
Western Pacific Wealth Management
Illinois
$192K – – –
CFO
1422
CVA Family Office
Colorado
$191K +$154K +768 +340%
EWM
1423
EPG Wealth Management
Georgia
$186K – – –
M
1424
MOTCO
Texas
$184K – – –
GFA
1425
Godfrey Financial Associates
New York
$184K +$62.9K +314 +49%
55 56
57
58 59