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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1176
Blue Bell Private Wealth Management
Pennsylvania
$333K +$21.8K +116 +7%
SC
1177
Solstein Capital
California
$331K – – –
AWM
1178
Atticus Wealth Management
Florida
$330K -$6.38K -34 -2%
JIC
1179
Joel Isaacson & Co
New York
$328K -$41.3K -220 -12%
LCWP
1180
Legacy Capital Wealth Partners
Arkansas
$327K +$4.5K +24 +1%
MIFH
1181
Migdal Insurance & Financial Holdings
Israel
$324K -$490K -2,612 -61%
RFP
1182
Root Financial Partners
California
$324K +$98.5K +525 +46%
AW
1183
Apricus Wealth
South Carolina
$323K +$312K +1,663 New
GI
1184
GAMMA Investing
California
$322K – – –
LWM
1185
LongView Wealth Management
Georgia
$322K -$146K -778 -32%
GKWIM
1186
Gerber Kawasaki Wealth & Investment Management
California
$321K +$40.3K +215 +15%
AWA
1187
American Wealth Advisors
Georgia
$321K +$309K +1,649 New
HPC
1188
Hobart Private Capital
North Carolina
$321K -$10.9K -58 -3%
NPT
1189
National Philanthropic Trust
Pennsylvania
$320K – – –
MAMG
1190
Milestone Asset Management Group
Connecticut
$320K +$16.1K +86 +6%
CWG
1191
Cornerstone Wealth Group
North Carolina
$319K +$3.75K +20 +1%
HAS
1192
HBW Advisory Services
California
$319K -$49.3K -263 -14%
PRTG
1193
Post Resch Tallon Group
New York
$318K – – –
WFC
1194
Western Financial Corp
California
$317K -$31.3K -167 -9%
PWMG
1195
Pinnacle Wealth Management Group
Michigan
$316K -$20.8K -111 -6%
WFAG
1196
Wescott Financial Advisory Group
Pennsylvania
$315K +$563 +3 +0.2%
SWP
1197
SIMA Wealth Partners
Virginia
$315K – – –
BWM
1198
BCS Wealth Management
Tennessee
$314K -$40.2K -214 -12%
MA
1199
Montag & Associates
Georgia
$311K -$20.6K -110 -6%
OCM
1200
Orion Capital Management
California
$311K – – –
46 47
48
49 50