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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
1001
First National Trust
Pennsylvania
$507K – – –
TWM
1002
Tolleson Wealth Management
Texas
$505K +$242K +1,350 +84%
SIC
1003
SFE Investment Counsel
California
$504K +$528K +2,951 New
FWCM
1004
Ferguson Wellman Capital Management
Oregon
$503K – – –
FFG
1005
First Financial Group
North Carolina
$502K -$10.7K -60 -2%
EWA
1006
Elevate Wealth Advisory
Georgia
$500K +$20.6K +115 +4%
AB
1007
Atlas Brown
Kentucky
$499K +$44.2K +247 +9%
CCM
1008
Crew Capital Management
Ohio
$498K -$19.2K -107 -4%
HFO
1009
Heritage Family Offices
Arizona
$496K -$53K -296 -9%
YWS
1010
Yarger Wealth Strategies
Ohio
$492K -$161K -901 -24%
CWC
1011
Carolinas Wealth Consulting
North Carolina
$492K +$34.7K +194 +7%
JFG
1012
JDM Financial Group
Texas
$490K – – –
EW
1013
Evoke Wealth
California
$487K +$60.3K +337 +13%
MWA
1014
MN Wealth Advisors
Kansas
$486K +$509K +2,841 New
FWM
1015
FSR Wealth Management
Illinois
$484K -$43.3K -242 -8%
BHPW
1016
Beverly Hills Private Wealth
California
$484K +$25.6K +143 +5%
CPRC
1017
Consolidated Portfolio Review Corp
New York
$483K +$209K +1,166 +70%
CIP
1018
Capital Insight Partners
Arizona
$478K +$165K +920 +49%
JGIA
1019
Jackson Grant Investment Advisers
Connecticut
$476K +$17K +95 +4%
CWM
1020
Calamos Wealth Management
Illinois
$475K +$39K +218 +9%
BMWM
1021
Brown Miller Wealth Management
Virginia
$475K +$498K +2,780 New
DTC
1022
Davidson Trust Company
Washington
$473K +$31.3K +175 +7%
VW
1023
Veridan Wealth
Oregon
$472K +$10.4K +58 +2%
LWA
1024
LifeGoal Wealth Advisors
New York
$471K +$468K +2,612 New
SWA
1025
Sightline Wealth Advisors
Connecticut
$471K -$975K -5,447 -66%
39 40
41
42 43