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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
376
FMA Advisory
Pennsylvania
$643K +$826 +9 +0.1%
AFP
377
Ausdal Financial Partners
Iowa
$635K -$14.1K -154 -2%
SHJ
378
Sharkey, Howes & Javer
Colorado
$632K -$6.21M -67,624 -91%
KA
379
Kovack Advisors
Florida
$632K -$251K -2,739 -29%
WA
380
WBH Advisory
Maryland
$629K -$40.7K -443 -6%
AIC
381
Ayalon Insurance Company
Israel
$628K -$3.55M -38,671 -86%
CAM
382
Concorde Asset Management
Michigan
$620K -$3.52M -38,360 -86%
WWM
383
WJ Wealth Management
Arizona
$619K +$2.94K +32 +0.5%
BSW
384
Buckingham Strategic Wealth
Missouri
$610K -$624K -6,801 -52%
SAG
385
Spotlight Asset Group
Illinois
$593K -$9.55K -104 -2%
IA
386
IFG Advisory
Georgia
$590K -$162K -1,765 -22%
HCIA
387
Hochman Cole Investment Advisors
Illinois
$583K +$290K +3,155 +108%
BPA
388
Beacon Pointe Advisors
California
$583K +$557K +6,072 New
FPCM
389
Financial Partners Capital Management
New York
$572K +$4.59K +50 +0.8%
ACG
390
Allen Capital Group
Nebraska
$562K – – –
OMC
391
Old Mission Capital
Illinois
$562K +$538K +5,860 New
IFG
392
Investors Financial Group
Minnesota
$559K -$28.1K -306 -5%
FFC
393
Fure Financial Corporation
Minnesota
$556K +$532K +5,797 New
AL
394
Aspiriant LLC
California
$544K +$520K +5,667 New
V
395
Veritable
Delaware
$539K +$516K +5,617 New
ECM
396
Evergreen Capital Management
Washington
$535K +$512K +5,582 New
ATC
397
Argent Trust Co
Tennessee
$531K -$447K -4,874 -47%
MOS
398
MGO One Seven
Ohio
$526K -$54.3K -592 -10%
ANTB
399
AMG National Trust Bank
Colorado
$521K +$498K +5,427 New
EWM
400
Edge Wealth Management
New York
$508K -$5.78K -63 -1%
14 15
16
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