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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1001
Calamos Wealth Management
Illinois
$226K – – –
WMA
1002
Wealth Management Associates
New Jersey
$226K +$212K +1,534 New
HR
1003
Howe & Rusling
New York
$224K -$9.28K -67 -4%
T
1004
Tidemark
California
$222K +$209K +1,511 New
HBWM
1005
Hollow Brook Wealth Management
New York
$221K -$18.3K -132 -8%
PP
1006
Prosperity Planning
Missouri
$220K -$8.72K -63 -4%
WC
1007
Whitney & Co
New York
$219K +$206K +1,491 New
MA
1008
MJP Associates
Connecticut
$219K +$206K +1,489 New
FFA
1009
Florida Financial Advisors
Florida
$219K +$206K +1,485 New
MA
1010
MBA Advisors
Pennsylvania
$218K -$9.55K -69 -4%
CDH
1011
Charles D. Hyman
$213K +$200K +1,445 New
WIM
1012
WealthPlan Investment Management
Nebraska
$213K +$200K +1,447 New
OWA
1013
Opal Wealth Advisors
New York
$213K +$200K +1,445 New
PAM
1014
Palisade Asset Management
Minnesota
$211K +$198K +1,432 New
CFG
1015
Citizens Financial Group
Rhode Island
$210K +$197K +1,426 New
CAM
1016
Crestone Asset Management
Colorado
$208K -$75K -542 -28%
AWM
1017
Able Wealth Management
New Jersey
$208K +$196K +1,413 New
GP
1018
Girard Partners
Pennsylvania
$207K +$194K +1,403 New
CTA
1019
Colonial Trust Advisors
South Carolina
$206K -$1.38K -10 -0.7%
CPCM
1020
Cardinal Point Capital Management
Ontario, Canada
$206K +$193K +1,397 New
AAMA
1021
Advanced Asset Management Advisors
Ohio
$206K +$193K +1,397 New
OPCM
1022
Osborne Partners Capital Management
California
$205K +$193K +1,393 New
BWP
1023
Baldwin Wealth Partners
Massachusetts
$205K – – –
UAG
1024
United Advisor Group
Ohio
$202K +$190K +1,373 New
HPC
1025
HM Payson & Co
Maine
$202K -$138 -1 -0.1%
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