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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
LFPWM
226
Leicht Financial Planning & Wealth Management
New Jersey
$2.52M +$2.41M +24,977 New
SW
227
SVB Wealth
Massachusetts
$2.51M +$2.39M +24,814 New
CWS
228
Cypress Wealth Services
California
$2.46M +$2.35M +24,397 New
PWMG
229
Prestige Wealth Management Group
New Jersey
$2.42M +$119K +1,236 +5%
DIP
230
DT Investment Partners
Pennsylvania
$2.39M – – –
CAN
231
Cetera Advisor Networks
California
$2.37M +$1.22M +12,641 +117%
VIM
232
Vista Investment Management
Pennsylvania
$2.37M +$68.3K +709 +3%
SW
233
SlateStone Wealth
Florida
$2.31M +$89K +924 +4%
LFAS
234
Level Four Advisory Services
Texas
$2.29M +$2.18M +22,656 New
BCM
235
Beck Capital Management
Texas
$2.23M -$218K -2,259 -9%
CWG
236
Cornerstone Wealth Group
North Carolina
$2.23M +$145K +1,510 +7%
FMBTD
237
First Midwest Bank Trust Division
Illinois
$2.22M -$89K -924 -4%
IWM
238
IHT Wealth Management
Illinois
$2.21M +$693K +7,198 +49%
OC
239
Oppenheimer & Co
New York
$2.2M +$189K +1,966 +10%
AF
240
Apexium Financial
Texas
$2.2M +$2.1M +21,817 New
FHA
241
Flagship Harbor Advisors
Massachusetts
$2.19M +$197K +2,044 +10%
MIAN
242
Mariner Independent Advisor Network
Kansas
$2.14M +$2.04M +21,162 New
CA
243
Cetera Advisors
Colorado
$2.14M +$1.1M +11,424 +117%
PA
244
PFG Advisors
Arizona
$2.13M +$77.2K +802 +4%
CWM
245
Cornerstone Wealth Management
Missouri
$2.13M +$1.25M +12,965 +161%
S
246
Surevest
California
$2.09M -$487K -5,055 -20%
SFS
247
Sowell Financial Services
Arkansas
$2.06M +$1.73M +17,961 +737%
SWM
248
Sugarloaf Wealth Management
Georgia
$2.05M +$1.96M +20,340 New
PPWM
249
PFG Private Wealth Management
Florida
$2.02M +$1.93M +20,020 New
AWM
250
Alterna Wealth Management
Texas
$1.98M +$1.15M +11,933 +156%
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