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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
1151
US Financial Advisors
Massachusetts
$308K -$537 -3 -0.2%
KCM
1152
Kendall Capital Management
Maryland
$308K – – –
PWP
1153
Principle Wealth Partners
Connecticut
$306K -$3.22K -18 -1%
CCMG
1154
Clark Capital Management Group
Pennsylvania
$304K +$67.5K +377 +27%
SFS
1155
Sharp Financial Services
Pennsylvania
$303K -$8.23K -46 -3%
BBHC
1156
Brown Brothers Harriman & Co
New York
$303K +$238K +1,328 +298%
WFC
1157
Western Financial Corp
California
$301K -$1.07K -6 -0.3%
PP
1158
Prosperity Planning
Missouri
$301K +$45.7K +255 +17%
NGA
1159
Naples Global Advisors
Florida
$296K +$3.94K +22 +1%
OWM
1160
Opes Wealth Management
California
$295K -$256K -1,429 -45%
SWA
1161
SFMG Wealth Advisors
Texas
$292K +$306K +1,710 New
W
1162
Wealthquest
Ohio
$291K +$26.1K +146 +9%
FFC
1163
Frederick Financial Consultants
Maryland
$291K -$47.8K -267 -14%
SC
1164
Solstein Capital
California
$291K – – –
MPWT
1165
MassMutual Private Wealth & Trust
Connecticut
$288K +$180K +1,008 +148%
JIC
1166
Joel Isaacson & Co
New York
$288K +$302K +1,688 New
BOSSRA
1167
B.O.S.S. Retirement Advisors
Utah
$288K +$59.1K +330 +24%
TA
1168
TKG Advisors
Indiana
$288K -$537 -3 -0.2%
AIM
1169
Advyzon Investment Management
Illinois
$288K -$97.2K -543 -24%
HOWA
1170
Heritage Oak Wealth Advisors
Florida
$286K -$114K -635 -28%
GI
1171
GAMMA Investing
California
$283K -$12K -67 -4%
KFC
1172
Klingenstein Fields & Co
New York
$283K – – –
QWM
1173
Quadcap Wealth Management
Texas
$280K -$33.3K -186 -10%
CWG
1174
Cornerstone Wealth Group
North Carolina
$280K +$293K +1,638 New
ST
1175
Smithfield Trust
Pennsylvania
$279K – – –
45 46
47
48 49