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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
351
Next Financial Group
Texas
$1.18M +$312K +2,639 +37%
SC
352
Soundwatch Capital
Connecticut
$1.18M -$173K -1,467 -13%
JWBC
353
John W. Brooker & Co
California
$1.17M – – –
AP
354
Agilis Partners
Massachusetts
$1.16M – – –
WLIM
355
White Lighthouse Investment Management
Massachusetts
$1.15M -$450K -3,810 -29%
DWP
356
Destiny Wealth Partners
Florida
$1.15M -$38.5K -326 -3%
HWMA
357
Heritage Wealth Management (Arizona)
Arizona
$1.15M +$1.11M +9,403 New
CAM
358
Cozad Asset Management
Illinois
$1.14M -$24.7K -209 -2%
PGFC
359
Peapack-Gladstone Financial Corp
New Jersey
$1.12M -$57.8K -489 -5%
B
360
Barings
North Carolina
$1.11M -$11M -92,970 -91%
PWM
361
Perigon Wealth Management
California
$1.1M -$75K -635 -7%
TFA
362
Teamwork Financial Advisors
Texas
$1.08M -$188K -1,590 -15%
KIA
363
KCM Investment Advisors
California
$1.08M – – –
PCA
364
Peddock Capital Advisors
Massachusetts
$1.08M +$1.04M +8,841 New
SFP
365
Shepherd Financial Partners
Massachusetts
$1.06M -$17.7M -149,472 -94%
WP
366
WealthShield Partners
North Carolina
$1.06M -$719K -6,083 -41%
BT
367
Brandywine Trust
Delaware
$1.06M – – –
FPW
368
Flagship Private Wealth
Massachusetts
$1.05M +$636K +5,382 +176%
WAP
369
Wealthcare Advisory Partners
Pennsylvania
$1.04M -$240K -2,032 -19%
MFW
370
Mosaic Family Wealth
Missouri
$1.03M -$265K -2,243 -21%
CFGS
371
Concourse Financial Group Securities
Alabama
$1.01M -$4.06M -34,328 -81%
GT
372
Glenmede Trust
Pennsylvania
$1.01M +$5.91K +50 +0.6%
BWP
373
Bernardo Wealth Planning
Pennsylvania
$986K -$133K -1,124 -12%
EE
374
EWG Elevate
California
$980K -$388K -3,282 -29%
KIM
375
Karpus Investment Management
New York
$980K +$79.1K +670 +9%
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