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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
651
Arete Wealth Advisors
Illinois
$281K -$87K -655 -24%
ADL
652
Asset Dedication LLC
California
$280K +$263K +1,977 +1,957%
DTC
653
Davidson Trust Company
Washington
$279K +$8.5K +64 +3%
JGIA
654
Jackson Grant Investment Advisers
Connecticut
$277K +$664 +5 +0.2%
MWM
655
Modera Wealth Management
New Jersey
$276K +$272K +2,051 New
CIR
656
Clear Investment Research
Georgia
$272K -$61.9K -466 -19%
IRC
657
Investors Research Corp
Georgia
$271K +$77.1K +581 +41%
LG
658
Leuthold Group
Minnesota
$269K -$65.3K -492 -20%
PTC
659
Philadelphia Trust Company
Pennsylvania
$269K – – –
IAA
660
Independent Advisor Alliance
North Carolina
$269K +$23.2K +175 +10%
TCOV
661
Trust Company of Vermont
Vermont
$268K +$797 +6 +0.3%
GTCM
662
Gyon Technologies Capital Management
New Jersey
$266K +$263K +1,979 New
HA
663
HYA Advisors
Missouri
$264K – – –
GLA
664
Good Life Advisors
Pennsylvania
$264K +$36.4K +274 +16%
TVAMP
665
Tennessee Valley Asset Management Partners
Tennessee
$263K +$16.5K +124 +7%
SC
666
Solstein Capital
California
$260K -$1.75M -13,204 -87%
PWMG
667
Pinnacle Wealth Management Group
Michigan
$260K -$69.8K -526 -21%
CIA
668
Capital Investment Advisors
Georgia
$260K -$22.6K -170 -8%
SPAS
669
Spectrum Planning & Advisory Services
California
$260K – – –
WWM
670
WJ Wealth Management
Arizona
$259K -$342K -2,573 -57%
BZWA
671
Blue Zone Wealth Advisors
California
$259K +$256K +1,927 New
PAM
672
Palisade Asset Management
Minnesota
$257K – – –
GPA
673
Guerra Pan Advisors
New Jersey
$255K – – –
RIA
674
Realta Investment Advisors
Delaware
$248K +$244K +1,840 New
PBF
675
Petix & Botte Financial
California
$247K +$244K +1,835 New
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