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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
676
Clearview Wealth Advisors
Oregon
$418K +$134K +1,117 +50%
LL
677
LWMG LLC
Minnesota
$418K +$404K +3,366 New
CAAS
678
Capital Asset Advisory Services
Michigan
$417K -$2.04K -17 -0.5%
MWM
679
Mission Wealth Management
California
$415K -$33.1K -276 -8%
USCWA
680
U.S. Capital Wealth Advisors
Texas
$410K +$346K +2,878 +671%
FNT
681
First National Trust
Pennsylvania
$408K -$14.5K -121 -4%
RCAG
682
Rehmann Capital Advisory Group
Michigan
$404K +$391K +3,254 New
WIC
683
Whitegate Investment Counselors
New Hampshire
$403K – – –
RFA
684
Resurgent Financial Advisors
Georgia
$402K +$352K +2,933 +955%
DTC
685
Davidson Trust Company
Washington
$402K +$139K +1,158 +56%
AWC
686
Adamsbrown Wealth Consultants
Kansas
$397K -$36K -300 -9%
VCA
687
Verdence Capital Advisors
Maryland
$397K +$13.9K +116 +4%
NIC
688
Northwest Investment Counselors
Oregon
$395K – – –
PFS
689
Prospera Financial Services
Texas
$395K -$260K -2,165 -40%
LIA
690
LS Investment Advisors
Michigan
$394K -$258K -2,145 -40%
FWCM
691
Ferguson Wellman Capital Management
Oregon
$384K -$57.9K -482 -13%
LWM
692
Laidlaw Wealth Management
New York
$384K -$80.9K -674 -18%
MCA
693
MSH Capital Advisors
Arizona
$379K +$367K +3,055 New
BCA
694
Bay Colony Advisors
Massachusetts
$378K +$2.76K +23 +0.7%
ACP
695
Aveo Capital Partners
Colorado
$374K +$361K +3,011 New
DA
696
DCM Advisors
New York
$372K – – –
PTC
697
Philadelphia Trust Company
Pennsylvania
$372K – – –
ACI
698
Alpha Cubed Investments
California
$369K -$92.7K -772 -21%
C1AG
699
Client 1st Advisory Group
Florida
$365K – – –
BFG
700
Bleakley Financial Group
New Jersey
$362K +$351K +2,921 New
26 27
28
29 30