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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
501
Ancora Advisors
Ohio
$70K – – –
PFPT
502
Pinnacle Financial Partners (Tennessee)
Tennessee
$70K – – –
RIM
503
Rockbridge Investment Management
New York
$66K +$63.3K +690 New
S
504
SignatureFD
Georgia
$65K -$4.96K -54 -7%
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$62K -$18.8K -205 -24%
CG
506
Cutler Group
California
$57K +$55.1K +600 New
AAP
507
Arax Advisory Partners
Colorado
$56K +$16.4K +179 +44%
FPFS
508
First Personal Financial Services
North Carolina
$55K – – –
ZB
509
Zions Bancorporation
Utah
$55K +$53K +577 New
KPCM
510
Kings Point Capital Management
New York
$48K – – –
PCIA
511
Prime Capital Investment Advisors
Kansas
$47K +$11K +120 +32%
TWP
512
TFO Wealth Partners
Ohio
$45K – – –
SMFG
513
Sumitomo Mitsui Financial Group
Japan
$43K +$40.8K +444 New
SSB
514
Sandy Spring Bank
Maryland
$41K – – –
CFG
515
Citizens Financial Group
Rhode Island
$41K +$39.3K +428 New
CFB
516
Cullen/Frost Bankers
Texas
$40K – – –
RCA
517
Rowland Carmichael Advisors
Arizona
$39K -$3.11M -33,886 -99%
AIC
518
Archer Investment Corporation
Indiana
$37.1K – – –
SNT
519
Security National Trust
West Virginia
$37K +$20.2K +220 +137%
LDFR
520
Lehman & Derafelo Financial Resources
Pennsylvania
$33K – – –
HWA
521
Heritage Wealth Advisors
Virginia
$32.9K -$52.4K -571 -62%
IWP
522
IAG Wealth Partners
Wisconsin
$31K – – –
AWM
523
Avior Wealth Management
Nebraska
$28K +$27.5K +300 New
HNB
524
Huntington National Bank
Ohio
$25K – – –
MHR
525
Matthew Hamilton Rosenberg
$24K +$23.1K +252 New
19 20
21
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