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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
76
Empirical Wealth Management
Washington
$23M +$1.83M +17,857 +9%
SPIA
77
Strategic Point Investment Advisors
Rhode Island
$22.5M +$93.4K +912 +0.4%
KCM
78
Kathmere Capital Management
Pennsylvania
$22.4M +$2.36M +22,996 +12%
RW
79
RVW Wealth
California
$22.4M +$208K +2,032 +0.9%
SPIA
80
Steward Partners Investment Advisory
New York
$21.4M +$532K +5,195 +3%
SIAS
81
Shine Investment Advisory Services
Colorado
$21.1M +$1.66M +16,183 +9%
SC
82
Savant Capital
Illinois
$20.6M +$18.3M +178,953 +917%
IDA
83
Intelligence Driven Advisers
California
$19.5M +$19.3M +188,254 New
IWS
84
Insight Wealth Strategies
California
$19.4M +$4.17M +40,675 +28%
EH
85
Equitable Holdings
New York
$18.7M +$2.31M +22,534 +14%
SFP
86
Shepherd Financial Partners
Massachusetts
$18.6M +$664K +6,479 +4%
BAAM
87
Baker Avenue Asset Management
California
$18.3M -$13.4M -130,527 -43%
SWP
88
Summit Wealth Partners
Florida
$18.1M +$142K +1,386 +0.8%
HCM
89
Hengehold Capital Management
Ohio
$17.7M +$596K +5,816 +4%
FFBTD
90
First Financial Bank - Trust Division
Ohio
$17.6M -$1.37M -13,365 -7%
OCPWS
91
One Charles Private Wealth Services
Massachusetts
$17.6M +$3.33M +32,511 +24%
TEE
92
Tibra Equities Europe
United Kingdom
$17.3M +$17.1M +166,764 New
TWA
93
Tillar-Wenstrup Advisors
Ohio
$17.3M -$243K -2,373 -1%
GWAG
94
Garrett Wealth Advisory Group
Texas
$17.2M +$5.84K +57 +0%
DLIC
95
Daido Life Insurance Company
Japan
$17M – – –
BCA
96
Berman Capital Advisors
Georgia
$16.9M +$550K +5,369 +3%
SCP
97
Syntal Capital Partners
Texas
$15.7M +$80K +781 +0.5%
CIAS
98
Capital Investment Advisory Services
North Carolina
$15.4M -$21.1M -205,747 -58%
AIP
99
Almanack Investment Partners
Pennsylvania
$14.9M +$2.59M +25,300 +23%
CG
100
CFO4Life Group
Texas
$14.6M -$1.52M -14,866 -10%
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