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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
QA
76
Quantitative Advantage
Minnesota
$31.3M +$32.6M +237,379 New
TWM
77
TMD Wealth Management
Arizona
$30.8M +$2.42M +17,594 +8%
BFPW
78
BOK Financial Private Wealth
Colorado
$29.6M -$1.64M -11,907 -5%
CMO
79
Covenant Multifamily Offices
Texas
$28.5M -$3.37M -24,497 -10%
PO
80
Private Ocean
California
$28.5M +$7.78M +56,586 +35%
PS
81
Portfolio Strategies
New York
$28.3M +$29.6M +215,204 New
SPIA
82
Strategic Point Investment Advisors
Rhode Island
$27.9M -$205K -1,493 -0.7%
AWM
83
AE Wealth Management
Kansas
$27.2M -$57.8M -420,403 -67%
SW
84
SVB Wealth
Massachusetts
$27.1M +$1.08M +7,825 +4%
CIAS
85
Capital Investment Advisory Services
North Carolina
$25.8M +$1.58M +11,475 +6%
SWP
86
Summit Wealth Partners
Florida
$25.5M +$670K +4,872 +3%
BCA
87
Berman Capital Advisors
Georgia
$25.4M -$8.66K -63 -0%
IWS
88
Insight Wealth Strategies
California
$25M -$579K -4,211 -2%
AIP
89
Almanack Investment Partners
Pennsylvania
$24.8M +$11M +80,095 +74%
5L
90
55I LLC
Massachusetts
$24.7M +$5.36M +38,963 +26%
HCM
91
Hengehold Capital Management
Ohio
$24.5M -$3.23M -23,489 -11%
SWMG
92
Sanchez Wealth Management Group
Florida
$24.1M +$660K +4,797 +3%
SFI
93
SPC Financial Inc
Maryland
$23.7M +$1.75M +12,720 +8%
PAG
94
Private Advisor Group
New Jersey
$23.3M +$2.01M +14,616 +9%
TWA
95
Tillar-Wenstrup Advisors
Ohio
$22.9M +$1.67M +12,179 +8%
GWAG
96
Garrett Wealth Advisory Group
Texas
$22.9M -$381K -2,773 -2%
BAAM
97
Baker Avenue Asset Management
California
$22.9M -$452K -3,286 -2%
KCM
98
Kathmere Capital Management
Pennsylvania
$22.7M -$172K -1,249 -0.7%
CCWA
99
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$22.5M -$5.95M -43,299 -20%
JPG
100
Jordan Park Group
California
$21.7M -$77.9M -566,866 -77%
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