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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
626
Tectonic Advisors
Texas
$60K +$57.9K +490 New
CFO
627
CVA Family Office
Colorado
$57K +$36K +305 +189%
AWM
628
AllSquare Wealth Management
New York
$52K – – –
SNT
629
Security National Trust
West Virginia
$51K -$19K -161 -28%
CFB
630
Cullen/Frost Bankers
Texas
$51K – – –
IRC
631
Investors Research Corp
Georgia
$49K +$26.2K +222 +123%
AIC
632
Archer Investment Corporation
Indiana
$47.1K – – –
PFA
633
Professional Financial Advisors
Nebraska
$46K -$74.7K -632 -63%
AA
634
Ancora Advisors
Ohio
$46K +$6.85K +58 +18%
SWP
635
ShoreHaven Wealth Partners
New Jersey
$45K +$236 +2 +0.5%
PCIA
636
Prime Capital Investment Advisors
Kansas
$44K -$14.4K -122 -25%
BHWM
637
Bay Harbor Wealth Management
Maryland
$43K -$34.7K -294 -45%
FPS
638
Fieldpoint Private Securities
Connecticut
$43K +$41.3K +350 New
LDFR
639
Lehman & Derafelo Financial Resources
Pennsylvania
$42K – – –
BWL
640
Bogart Wealth LLC
Virginia
$41K +$39.9K +338 New
IWP
641
IAG Wealth Partners
Wisconsin
$39K – – –
JFA
642
JNBA Financial Advisors
Minnesota
$39K +$945 +8 +3%
TFGT
643
TS Financial Group (TSFG)
Illinois
$35K -$79.7K -675 -70%
VBCG
644
Valley Brook Capital Group
Pennsylvania
$33K +$32.5K +275 New
NCM
645
New Capital Management
Texas
$32K +$30.9K +262 New
MHR
646
Matthew Hamilton Rosenberg
$31K – – –
QCG
647
Quadrant Capital Group
Ohio
$30K +$29.5K +250 New
TH
648
TCTC Holdings
Texas
$26K – – –
WWMSC
649
Wagner Wealth Management (South Carolina)
South Carolina
$26K +$25.4K +215 New
FWP
650
FAS Wealth Partners
Kansas
$25K – – –
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