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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
751
Merrion Investment Management
New Jersey
– -$29K -249 Closed
HI
752
Hudock Inc
Pennsylvania
– -$26K -228 Closed
SIAG
753
Safeguard Investment Advisory Group
California
– -$23K -205 Closed
BWM
754
Birchcreek Wealth Management
Ohio
– -$23K -199 Closed
LC
755
Lindbrook Capital
California
– -$17K -142 Closed
MCM
756
MV Capital Management
Maryland
– -$15K -132 Closed
CAGAS
757
Capital Advisory Group Advisory Services
Minnesota
– -$13K -116 Closed
OIM
758
Oder Investment Management
California
– -$13K -109 Closed
SWM
759
Selective Wealth Management
Virginia
– -$12K -102 Closed
ADL
760
Asset Dedication LLC
California
– -$12K -101 Closed
BWM
761
Baystate Wealth Management
Massachusetts
– -$10K -89 Closed
BSSFA
762
Baron Silver Stevens Financial Advisors
Florida
– -$8K -77 Closed
PCG
763
Private Capital Group
Connecticut
– -$7K -61 Closed
RWA
764
Ropes Wealth Advisors
Massachusetts
– -$7K -61 Closed
GFPC
765
Global Financial Private Client
Florida
– -$6.28K -54 Closed
OC
766
Oakworth Capital
Alabama
– -$6K -52 Closed
FCH
767
Freestone Capital Holdings
Washington
– -$5.97K -51 Closed
BBHBI
768
B, B, H, & B Inc
Alabama
– -$5K -48 Closed
IA
769
Inspire Advisors
Idaho
– -$5K -41 Closed
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