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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
551
Talisman Wealth Advisors
New Jersey
$906K – – –
ATPW
552
Ashton Thomas Private Wealth
Arizona
$902K +$243K +2,026 +39%
AFG
553
Atomi Financial Group
New York
$899K +$870K +7,247 New
DWMG
554
DB Wealth Management Group
California
$890K -$17.3K -144 -2%
WQ
555
Wealth Quarterback
New Jersey
$879K -$355K -2,959 -29%
VIA
556
Vident Investment Advisory
Georgia
$876K -$63.4K -528 -7%
HPC
557
Hobart Private Capital
North Carolina
$875K +$847K +7,055 New
MFWP
558
Mosaic Family Wealth Partners
Missouri
$874K +$209K +1,740 +33%
FSA
559
Financial Sense Advisors
California
$864K -$11.9M -99,124 -93%
IC
560
IEQ Capital
California
$862K +$518K +4,314 +164%
FSA
561
Fort Sheridan Advisors
Illinois
$860K +$44.9K +374 +6%
QPWM
562
Quadrant Private Wealth Management
Pennsylvania
$855K +$827K +6,892 New
HWM
563
HB Wealth Management
Georgia
$852K +$29.2K +243 +4%
SWM
564
Silverlake Wealth Management
Vermont
$846K +$82.8K +690 +11%
OSAM
565
O'Shaughnessy Asset Management
Connecticut
$841K +$150K +1,250 +23%
WT
566
Washington Trust
Rhode Island
$835K – – –
FIM
567
Fernwood Investment Management
Massachusetts
$833K +$4.68K +39 +0.6%
AWMNH
568
Arcadia Wealth Management (New Hampshire)
New Hampshire
$831K +$454K +3,780 +129%
LEFP
569
Leading Edge Financial Planning
Tennessee
$821K +$92.3K +769 +13%
SS
570
Sunbelt Securities
Texas
$812K -$17K -142 -2%
BWP
571
Bernardo Wealth Planning
Pennsylvania
$811K +$120 +1 +0%
NF
572
Nikulski Financial
Iowa
$790K -$33K -275 -4%
NP
573
NorthRock Partners
Minnesota
$789K – – –
RCG
574
Regatta Capital Group
California
$783K – – –
WMR
575
Wealth Management Resources
Rhode Island
$766K +$3.36K +28 +0.5%
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