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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
551
L.J. Altfest & Co
New York
$602K +$9.19K +65 +2%
SIC
552
Salem Investment Counselors
North Carolina
$599K +$10K +71 +2%
IA
553
IFG Advisory
Georgia
$596K +$8.48K +60 +1%
GIM
554
Goelzer Investment Management
Indiana
$594K +$576K +4,078 New
TW
555
TrinityPoint Wealth
Connecticut
$590K +$53.4K +378 +10%
CA
556
Continuum Advisory
Idaho
$588K -$30.7K -217 -5%
SXL
557
Summit X LLC
Missouri
$587K -$12.3K -87 -2%
DS
558
Dudley & Shanley
Florida
$584K – – –
ANTB
559
AMG National Trust Bank
Colorado
$582K – – –
PCIA
560
Prime Capital Investment Advisors
Kansas
$578K +$561K +3,968 New
BOPW
561
Brandywine Oak Private Wealth
Pennsylvania
$575K +$4.95K +35 +0.9%
PPA
562
Parametric Portfolio Associates
Washington
$570K -$268K -1,896 -33%
SAM
563
Secure Asset Management
Michigan
$562K +$546K +3,863 New
FDCC
564
Foster Dykema Cabot & Co
Massachusetts
$560K -$2.54K -18 -0.5%
LWM
565
Laidlaw Wealth Management
New York
$557K -$19.4K -137 -3%
STB
566
S&T Bank
Pennsylvania
$556K – – –
BS
567
Boenning & Scattergood
Pennsylvania
$550K +$12K +85 +2%
HCM
568
Highview Capital Management
Illinois
$550K +$534K +3,778 New
PPP
569
Private Portfolio Partners
New Jersey
$545K +$5.23K +37 +1%
T
570
TCWP
Ohio
$540K +$525K +3,713 New
AIC
571
Ayalon Insurance Company
Israel
$539K – – –
CBFP
572
Cedar Brook Financial Partners
Ohio
$534K +$248K +1,756 +92%
DCM
573
Donaldson Capital Management
Indiana
$528K +$14.7K +104 +3%
EWM
574
EPG Wealth Management
Georgia
$524K +$156K +1,102 +44%
SFA
575
Sequoia Financial Advisors
Ohio
$523K +$508K +3,596 New
21 22
23
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