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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
1301
Garden State Investment Advisory Services
New Jersey
$202K – – –
SSWM
1302
Smith Salley Wealth Management
North Carolina
$202K +$206K +1,135 New
BIP
1303
Blueprint Investment Partners
North Carolina
$202K +$182 +1 +0.1%
MWM
1304
Mascoma Wealth Management
New Hampshire
$197K -$27.1K -149 -12%
APW
1305
Aventura Private Wealth
Florida
$197K +$201K +1,106 New
EWM
1306
EPG Wealth Management
Georgia
$191K – – –
SSB
1307
Sandy Spring Bank
Maryland
$190K – – –
RIL
1308
Rothschild Investment LLC
Illinois
$188K – – –
ACA
1309
American Capital Advisory
Idaho
$188K +$1.82K +10 +1%
MIA
1310
MeadowBrook Investment Advisors
Michigan
$181K +$185K +1,016 New
RFG
1311
REAP Financial Group
Texas
$179K -$4.72K -26 -3%
MIA
1312
Milestone Investment Advisors
Wisconsin
$178K – – –
WPWM
1313
Western Pacific Wealth Management
Illinois
$178K – – –
PGAM
1314
Princeton Global Asset Management
New Jersey
$175K -$56.5K -311 -24%
Q1WB
1315
Quest 10 Wealth Builders
Virginia
$175K +$178K +981 New
WAG
1316
Windsor Advisory Group
Ohio
$173K +$176K +971 New
FDCP
1317
Foster Dykema Cabot & Partners
Massachusetts
$172K – – –
HBW
1318
Hazlett, Burt & Watson
West Virginia
$167K +$3.27K +18 +2%
T
1319
Tidemark
California
$164K +$182 +1 +0.1%
PPC
1320
Park Place Capital
Alabama
$163K +$7.45K +41 +5%
AGWCA
1321
Annis Gardner Whiting Capital Advisors
Florida
$155K – – –
GWSG
1322
GPS Wealth Strategies Group
Colorado
$153K +$156K +858 New
CB
1323
CNB Bank
Pennsylvania
$150K – – –
CT
1324
Caldwell Trust
Florida
$147K +$131K +722 +701%
AG
1325
AmeriFlex Group
Nevada
$144K +$143K +786 New
51 52
53
54 55