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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
76
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.5M -$76.2M -594,236 -74%
SPIA
77
Strategic Point Investment Advisors
Rhode Island
$28.4M -$145K -1,131 -0.5%
HCM
78
Hengehold Capital Management
Ohio
$27.8M +$587K +4,579 +2%
SW
79
SVB Wealth
Massachusetts
$26.3M +$1.14M +8,923 +5%
IWS
80
Insight Wealth Strategies
California
$25.8M -$1.77M -13,826 -7%
BCA
81
Berman Capital Advisors
Georgia
$25.6M +$611K +4,764 +3%
SWP
82
Summit Wealth Partners
Florida
$25.1M +$470K +3,668 +2%
WSTAM
83
Wilbanks Smith & Thomas Asset Management
Virginia
$24.9M -$15M -117,070 -38%
CIAS
84
Capital Investment Advisory Services
North Carolina
$24.5M +$1.1M +8,618 +5%
PPFA
85
Provida Pension Fund Administrator
Chile
$24.2M +$1.24M +9,703 +6%
SWMG
86
Sanchez Wealth Management Group
Florida
$23.7M +$672K +5,240 +3%
BAAM
87
Baker Avenue Asset Management
California
$23.5M +$129K +1,004 +0.6%
GWAG
88
Garrett Wealth Advisory Group
Texas
$23.4M +$320K +2,496 +1%
KCM
89
Kathmere Capital Management
Pennsylvania
$23M -$2.14M -16,732 -9%
22CM
90
20/20 Capital Management
California
$22.9M +$1.76M +13,714 +9%
BCI
91
Brinker Capital Investments
Pennsylvania
$22.5M +$19.2M +150,005 +777%
SFI
92
SPC Financial Inc
Maryland
$22.2M +$9.95M +77,634 +87%
JMPWA
93
JP Morgan Private Wealth Advisors
California
$21.8M +$805K +6,283 +4%
PAG
94
Private Advisor Group
New Jersey
$21.6M -$6.4M -49,947 -24%
TWA
95
Tillar-Wenstrup Advisors
Ohio
$21.5M +$16.5K +129 +0.1%
PO
96
Private Ocean
California
$21.2M +$2.96M +23,064 +17%
CG
97
CFO4Life Group
Texas
$19.7M -$2.87M -22,383 -13%
5L
98
55I LLC
Massachusetts
$19.7M +$15.9M +124,287 +518%
PP
99
Palladium Partners
Virginia
$19.4M -$554K -4,320 -3%
DLIC
100
Daido Life Insurance Company
Japan
$19.4M -$2.35M -18,336 -11%
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