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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
951
Quadcap Wealth Management
Texas
$276K +$260K +1,877 New
AFAS
952
Acorn Financial Advisory Services
Virginia
$276K -$11.2K -81 -4%
MFIM
953
Mesirow Financial Investment Management
Illinois
$276K +$260K +1,875 New
APW
954
Acima Private Wealth
Virginia
$275K -$76.1K -550 -23%
CIR
955
Clear Investment Research
Georgia
$273K -$3.32K -24 -1%
QCM
956
QRG Capital Management
Illinois
$272K +$256K +1,850 New
TA
957
TKG Advisors
Indiana
$270K +$6.37K +46 +3%
IAIM
958
International Assets Investment Management
Florida
$268K +$252K +1,823 New
SC
959
Solstein Capital
California
$266K -$831 -6 -0.3%
AB
960
Atlas Brown
Kentucky
$266K +$250K +1,807 New
SIA
961
Schechter Investment Advisors
Michigan
$265K – – –
CB
962
Cadence Bank
Mississippi
$264K -$415 -3 -0.2%
CCA
963
Criterion Capital Advisors
Tennessee
$255K +$240K +1,736 New
CFS
964
Commonwealth Financial Services
West Virginia
$253K -$1.45M -10,492 -86%
ESB
965
Essex Savings Bank
Connecticut
$253K – – –
PWMG
966
Pinnacle Wealth Management Group
Michigan
$252K -$969 -7 -0.4%
HP
967
Holistic Planning
Texas
$251K +$236K +1,705 New
SAM
968
Strategy Asset Managers
California
$251K -$14.7K -106 -6%
PTCG
969
Pring Turner Capital Group
California
$248K +$8.17K +59 +4%
CRC
970
Curi RMB Capital
Illinois
$247K +$1.11K +8 +0.5%
MWA
971
Monograph Wealth Advisors
California
$245K +$230K +1,664 New
RFG
972
REAP Financial Group
Texas
$245K +$230K +1,663 New
HWA
973
HHM Wealth Advisors
Tennessee
$244K -$32.5K -235 -12%
KFC
974
Klingenstein Fields & Co
New York
$244K – – –
SA
975
Sage Advisors
Colorado
$244K +$229K +1,655 New
37 38
39
40 41