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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$417M +$40.6M +550,424 +11%
Bank of America
2
Bank of America
North Carolina
$148M -$16.2M -219,236 -10%
BFPW
3
BOK Financial Private Wealth
Colorado
$99.7M +$770K +10,440 +0.8%
Morgan Stanley
4
Morgan Stanley
New York
$89.3M -$14.7M -199,348 -14%
BCI
5
Brinker Capital Investments
Pennsylvania
$85.1M +$3.26M +44,189 +4%
Ameriprise
6
Ameriprise
Minnesota
$72.8M +$2.01M +27,228 +3%
DT
7
Diversified Trust
Tennessee
$56.6M +$1.01M +13,726 +2%
UBS Group
8
UBS Group
Switzerland
$53.5M +$991K +13,427 +2%
WBG
9
Wharton Business Group
Pennsylvania
$52.2M +$11.9M +161,075 +30%
AI
10
Accredited Investors
Minnesota
$47.6M +$580K +7,866 +1%
BlackRock
11
BlackRock
New York
$47.1M +$4.4M +59,655 +10%
Wells Fargo
12
Wells Fargo
California
$46.9M +$20.6M +278,847 +79%
USAA
13
United Services Automobile Association
Texas
$39.1M – – –
Allianz Asset Management
14
Allianz Asset Management
Germany
$35.7M -$183K -2,485 -0.5%
CPO
15
Cerity Partners OCIO
New York
$33.5M +$1.96M +26,607 +6%
PC
16
Permanens Capital
New York
$32.9M +$3.77M +51,121 +13%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$24.6M +$949K +12,868 +4%
FDCC
18
Foster Dykema Cabot & Co
Massachusetts
$22.3M +$163K +2,213 +0.7%
DADC
19
D.A. Davidson & Co
Montana
$20.5M +$1.11M +15,101 +6%
US Bancorp
20
US Bancorp
Minnesota
$20M -$1.19M -16,158 -6%
PPFA
21
Provida Pension Fund Administrator
Chile
$17.9M +$17.3M +234,500 +3,465%
AWE
22
Avidian Wealth Enterprises
Texas
$16.6M +$290K +3,932 +2%
TCM
23
TD Capital Management
Tennessee
$16M -$1.46M -19,829 -8%
TA
24
TMD & Associates
Arizona
$15.1M +$81.8K +1,109 +0.5%
SCM
25
Stonehearth Capital Management
Massachusetts
$14.6M -$505K -6,848 -3%
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