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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
501
EPG Wealth Management
Georgia
$315K -$11.9K -101 -4%
FPGK
502
Financial Partners Group (Kansas)
Kansas
$310K +$13.8K +117 +5%
WGCA
503
Wolf Group Capital Advisors
Virginia
$309K – – –
APW
504
Acima Private Wealth
Virginia
$308K – – –
OPWM
505
Oxinas Partners Wealth Management
Indiana
$306K -$14.5K -123 -5%
IWA
506
Intercontinental Wealth Advisors
Texas
$306K – – –
IFG
507
Investors Financial Group
Minnesota
$305K -$236K -1,998 -44%
CPFP
508
Clear Perspectives Financial Planning
Ohio
$300K -$35.7K -302 -11%
CA
509
Crumly & Associates
Illinois
$299K -$30.8K -261 -10%
BFA
510
Beaumont Financial Advisors
Massachusetts
$299K – – –
HTHT
511
Hemenway Trust Hemenway Trust
New Hampshire
$298K -$5.91K -50 -2%
TW
512
TrinityPoint Wealth
Connecticut
$289K +$57.1K +483 +26%
CAM
513
Cidel Asset Management
Ontario, Canada
$289K +$280K +2,370 New
FSA
514
Fort Sheridan Advisors
Illinois
$284K +$275K +2,330 New
SMFG
515
Sumitomo Mitsui Financial Group
Japan
$280K +$69.2K +586 +34%
LWM
516
Liberty Wealth Management
California
$279K – – –
TC
517
Telemus Capital
Michigan
$279K +$264K +2,238 New
FFS
518
Founders Financial Securities
Maryland
$274K -$6.85M -57,981 -96%
NL
519
NWAM LLC
Washington
$272K -$69.1K -585 -21%
CRI
520
Colonial River Investments
Virginia
$272K -$23K -195 -8%
SFA
521
Sequoia Financial Advisors
Ohio
$272K +$264K +2,232 New
DTC
522
Davidson Trust Company
Washington
$271K -$9.33K -79 -3%
OPCM
523
Osborne Partners Capital Management
California
$271K +$42.8K +362 +19%
GA
524
Geller Advisors
New York
$270K +$945 +8 +0.4%
GIA
525
Gladstone Institutional Advisory
Florida
$270K +$262K +2,219 New
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21
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