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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
476
Arrow Investment Advisors
Maryland
$5.2M – – –
SFG
477
Shum Financial Group
California
$5.2M +$29.1K +160 +0.6%
ONB
478
Old National Bancorp
Indiana
$5.18M -$624K -3,434 -11%
LGW
479
Leslie Global Wealth
Illinois
$5.17M +$5.27M +29,025 New
SAG
480
SageView Advisory Group
California
$5.16M +$185K +1,021 +4%
PPWM
481
PFG Private Wealth Management
Florida
$5.08M +$8.36K +46 +0.2%
KFGK
482
Keystone Financial Group (Kentucky)
Kentucky
$5.08M +$2.79M +15,374 +117%
AWM
483
Aries Wealth Management
Maine
$5.07M -$40.7K -224 -0.8%
WWG
484
West Wealth Group
California
$5.06M +$91.2K +502 +2%
FRA
485
FFG Retirement Advisors
Colorado
$5.04M -$109K -601 -2%
WF
486
Warner Financial
Maryland
$4.96M +$733K +4,038 +17%
SQA
487
Simon Quick Advisors
New Jersey
$4.95M – – –
CA
488
Capital Advantage
California
$4.93M +$565K +3,110 +13%
GM
489
GeoWealth Management
Illinois
$4.88M -$154K -846 -3%
SG
490
Stanich Group
New York
$4.88M +$4.98M +27,397 New
AWM
491
Axxcess Wealth Management
California
$4.88M +$2.18M +11,979 +78%
PIA
492
Panoramic Investment Advisors
Colorado
$4.84M +$372K +2,050 +8%
TSWM
493
Tyler-Stone Wealth Management
Ohio
$4.81M -$52.9K -291 -1%
FEG
494
Financial Enhancement Group
Indiana
$4.75M +$2.96M +16,295 +154%
RW
495
Ridgeline Wealth
Arizona
$4.74M +$4.84M +26,634 New
BIM
496
Bridges Investment Management
Nebraska
$4.71M -$4.36K -24 -0.1%
PCIG
497
Partners Capital Investment Group
Massachusetts
$4.7M -$6.58M -36,230 -58%
EWA
498
EP Wealth Advisors
California
$4.68M +$2.11M +11,612 +79%
WFAG
499
Worth Financial Advisory Group
North Carolina
$4.68M -$145K -799 -3%
HPM
500
Hoxton Planning & Management
West Virginia
$4.61M -$182K -1,003 -4%
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