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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
701
Connectus Wealth
Ohio
$892K +$561K +4,056 +202%
LJAC
702
L.J. Altfest & Co
New York
$892K +$183K +1,319 +28%
AWC
703
Abundance Wealth Counselors
Pennsylvania
$890K – – –
PGFC
704
Peapack-Gladstone Financial Corp
New Jersey
$888K +$11.9K +86 +1%
JSL
705
JT Stratford LLC
Georgia
$880K -$11.9K -86 -1%
CWM
706
Cahaba Wealth Management
Georgia
$858K – – –
LSA
707
L & S Advisors
California
$854K -$61.2K -442 -7%
ACG
708
Allen Capital Group
Nebraska
$849K -$45.7K -330 -5%
LFAS
709
Level Four Advisory Services
Texas
$849K -$87.9K -635 -10%
PCM
710
Parsons Capital Management
Rhode Island
$843K +$13.8K +100 +2%
BHPW
711
Beverly Hills Private Wealth
California
$842K -$96.8K -699 -11%
CA
712
Continuum Advisory
Idaho
$836K +$32.9K +238 +4%
WEG
713
World Equity Group
Illinois
$831K +$37.7K +272 +5%
BCWM
714
Bartlett & Co Wealth Management
Ohio
$828K -$25.1K -181 -3%
BC
715
Bartlett & Co
Ohio
$828K -$25.1K -181 -3%
DWP
716
Destiny Wealth Partners
Florida
$821K -$39.7K -287 -5%
VWA
717
Visionary Wealth Advisors
Illinois
$820K +$12.3K +89 +2%
FGAM
718
Financial Gravity Asset Management
Texas
$818K +$770K +5,559 New
FIM
719
Fernwood Investment Management
Massachusetts
$816K -$155K -1,119 -17%
CIA
720
Capital Investment Advisors
Georgia
$816K +$406K +2,936 +113%
DAS
721
Dynamic Advisor Solutions
Arizona
$815K -$22.1K -160 -3%
PAMG
722
Patton Albertson Miller Group
Tennessee
$811K -$16.6K -120 -2%
IAG
723
Investment Advisory Group
Massachusetts
$808K +$46.1K +333 +6%
HGERS
724
Householder Group Estate & Retirement Specialist
Arizona
$801K -$5.68K -41 -0.7%
CCM
725
Coldstream Capital Management
Washington
$800K +$752K +5,435 New
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