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GMO US Quality ETF
QLTY

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1
Allworth Financial
California
$232M +$104M +3,477,196 +87%
AG
2
AIA Group
Hong Kong
$128M +$20.2M +678,743 +20%
HighTower Advisors
3
HighTower Advisors
Illinois
$43.4M +$41.6M +1,397,511 New
CAG
4
Crestwood Advisors Group
Massachusetts
$27.8M +$26.3M +884,237 +6,750%
PA
5
Pinnacle Associates
New York
$25.4M +$8.07M +270,792 +49%
AAS
6
Annex Advisory Services
Wisconsin
$17.1M +$8.12M +272,457 +98%
Lazard Asset Management
7
Lazard Asset Management
New York
$12.4M +$1.08M +36,138 +10%
FWM
8
FFT Wealth Management
Pennsylvania
$11.4M +$6.26M +210,032 +132%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$11.1M +$4.7M +157,910 +81%
KLI
10
Kelman-Lazarov Inc
Tennessee
$10.4M +$8.11M +272,072 +428%
AA
11
Auxano Advisors
Washington
$9.87M +$6.17M +207,119 +187%
PCMC
12
Paragon Capital Management (Colorado)
Colorado
$9.52M +$9.14M +306,827 New
VP
13
Verum Partners
North Carolina
$9.33M +$3.12M +104,615 +53%
RJA
14
Raymond James & Associates
Florida
$6.7M +$6.43M +215,839 New
LP
15
LGL Partners
Pennsylvania
$5.67M +$1.55M +52,009 +40%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$4.99M +$1.66M +55,585 +53%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.87M +$950K +31,873 +25%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$4.36M +$3.79M +127,142 +941%
AI
19
ArchPoint Investors
Florida
$3.79M +$3.63M +122,000 New
CFO
20
Colony Family Offices
North Carolina
$3.74M +$1.57M +52,797 +78%
DT
21
Diversified Trust
Tennessee
$2.83M +$2.72M +91,235 New
HWM
22
HB Wealth Management
Georgia
$2.57M +$2.47M +83,008 New
NEPWA
23
New England Private Wealth Advisors
Massachusetts
$2.33M +$661K +22,200 +42%
JP Morgan Chase
24
JP Morgan Chase
New York
$2.31M +$1.8M +60,275 +425%
FCG
25
Financial Connections Group
California
$1.78M +$1.68M +56,323 +5,632%
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