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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
776
Beacon Capital Management LLC (Tennessee)
Tennessee
$80K +$79K +595 New
FFWM
777
Future Financial Wealth Management
Ohio
$75K -$24.6K -185 -25%
MPWT
778
MassMutual Private Wealth & Trust
Connecticut
$73K -$53.8K -405 -43%
FPFS
779
First Personal Financial Services
North Carolina
$71K – – –
RIM
780
Rockbridge Investment Management
New York
$69.2K – – –
SN
781
Sittner & Nelson
Oregon
$69K +$23.9K +180 +54%
BWL
782
Bogart Wealth LLC
Virginia
$67K +$17.1K +129 +35%
TA
783
Tectonic Advisors
Texas
$66K – – –
CFO
784
CVA Family Office
Colorado
$63K – – –
GWSG
785
GPS Wealth Strategies Group
Colorado
$63K +$39.8K +300 +180%
AAP
786
Arax Advisory Partners
Colorado
$57K -$1.33K -10 -2%
AWM
787
AllSquare Wealth Management
New York
$57K – – –
LC
788
Lindbrook Capital
California
$57K +$16.9K +127 +43%
CHA
789
Carmichael Hill & Associates
Maryland
$56K – – –
CFB
790
Cullen/Frost Bankers
Texas
$56K – – –
CT
791
Cambridge Trust
Massachusetts
$55K -$40.8K -307 -43%
CG
792
Cutler Group
California
$53K +$53.1K +400 New
CCM
793
Covington Capital Management
California
$50K – – –
KTC
794
Kistler-Tiffany Companies
Pennsylvania
$49K – – –
FPS
795
Fieldpoint Private Securities
Connecticut
$47K – – –
COCM
796
Charter Oak Capital Management
New Hampshire
$46K – – –
AIC
797
Archer Investment Corporation
Indiana
$45.5K – – –
KFI
798
Key Financial Inc
Pennsylvania
$45K +$28.7K +216 +183%
HBW
799
Hazlett, Burt & Watson
West Virginia
$45K +$44.6K +336 New
S
800
SignatureFD
Georgia
$43K -$11.2K -84 -21%
30 31
32
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