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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
TVM
501
True Vision MN
Minnesota
$4.41M -$3.63M -18,486 -45%
RIM
502
Redwood Investment Management
Arizona
$4.4M -$416K -2,116 -9%
BWMG
503
Barnes Wealth Management Group
California
$4.39M -$2.15M -10,922 -33%
BFG
504
Buttonwood Financial Group
Missouri
$4.31M -$1.16M -5,929 -22%
TF
505
TME Financial
California
$4.31M +$187K +953 +5%
APA
506
Astoria Portfolio Advisors
New York
$4.26M -$1.81M -9,222 -30%
DWA
507
Davis Wealth Advisors
New Hampshire
$4.25M +$4.21M +21,412 New
AC
508
Avestar Capital
New York
$4.25M -$220K -1,120 -5%
BS
509
Banco Santander
Spain
$4.18M -$1.77K -9 -0%
KCA
510
Kastel Capital Advisors
Massachusetts
$4.15M +$4.11M +20,912 New
GWM
511
Geneos Wealth Management
Colorado
$4.13M -$45.4K -231 -1%
AWM
512
Axxcess Wealth Management
California
$4.12M +$90.4K +460 +2%
AIM
513
Advyzon Investment Management
Illinois
$4.11M +$3.06M +15,558 +303%
HWM
514
HB Wealth Management
Georgia
$4.09M +$475K +2,415 +13%
EFG
515
Embree Financial Group
Illinois
$4.07M -$109K -556 -3%
PFS
516
Prospera Financial Services
Texas
$4.06M -$1.07M -5,426 -21%
PI
517
PineBridge Investments
New York
$4.03M -$1.75M -8,904 -31%
LIA
518
LifePlan Investment Advisors
North Carolina
$4.02M +$487K +2,478 +14%
PIA
519
Polaris Investment Advisors
Massachusetts
$4.02M +$3.97M +20,219 New
PTC
520
Private Trust Company
Ohio
$4.01M -$471K -2,395 -11%
EFG
521
Ethos Financial Group
Pennsylvania
$4M -$258K -1,313 -6%
WIC
522
Woodmont Investment Counsel
Tennessee
$3.99M -$12.4K -63 -0.3%
CG
523
Cynosure Group
Utah
$3.98M -$5.21M -26,521 -57%
CIC
524
Carnegie Investment Counsel
Ohio
$3.97M +$122K +623 +3%
CAM
525
Concorde Asset Management
Michigan
$3.96M -$209K -1,064 -5%
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