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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
C1AG
401
Client 1st Advisory Group
Florida
$797K -$112K -945 -13%
ECM
402
Evergreen Capital Management
Washington
$786K +$20.7K +175 +3%
FPCM
403
Financial Partners Capital Management
New York
$778K – – –
WA
404
WBH Advisory
Maryland
$773K -$24.6K -208 -3%
SCA
405
Stuart Chaussee & Associates
California
$770K +$747K +6,323 New
CA
406
Calton & Associates
Florida
$767K +$418K +3,538 +128%
TWM
407
Tolleson Wealth Management
Texas
$763K – – –
FWCM
408
Ferguson Wellman Capital Management
Oregon
$755K +$732K +6,199 New
BSW
409
Buckingham Strategic Wealth
Missouri
$741K -$81.7K -692 -10%
TVAMP
410
Tennessee Valley Asset Management Partners
Tennessee
$734K -$84.1K -712 -11%
SCM
411
SOL Capital Management
Maryland
$726K +$26K +220 +4%
CI
412
CX Institutional
Indiana
$723K -$6.88M -58,278 -91%
BCM
413
Beck Capital Management
Texas
$723K -$2.13K -18 -0.3%
PIA
414
Perennial Investment Advisors
California
$721K -$75.4K -638 -10%
IF
415
Intrua Financial
Texas
$714K +$662K +5,604 New
RA
416
RFG Advisory
Alabama
$708K -$45K -381 -6%
WB
417
WesBanco Bank
West Virginia
$698K +$677K +5,729 New
ATC
418
Argent Trust Co
Tennessee
$674K – – –
SS
419
Simplicity Solutions
Minnesota
$673K -$48.3M -408,508 -99%
HB
420
Homrich & Berg
Georgia
$673K +$149K +1,259 +30%
AWA
421
Alta Wealth Advisors
Massachusetts
$672K +$131K +1,108 +25%
AL
422
Aspiriant LLC
California
$666K +$1.06K +9 +0.2%
WA
423
Winfield Associates
Ohio
$649K -$679K -5,748 -52%
GEA
424
Glen Eagle Advisors
New Jersey
$630K +$170K +1,437 +38%
FA
425
FMA Advisory
Pennsylvania
$627K -$25.4K -215 -4%
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17
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