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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
151
Armbruster Capital Management
New York
$31.7M +$544K +2,898 +2%
TLFA
152
True Link Financial Advisors
California
$31.5M -$222K -1,181 -0.7%
HCP
153
Holt Capital Partners
Texas
$31.2M +$1.37M +7,294 +5%
PFA
154
Pure Financial Advisors
California
$31.1M +$60.8K +324 +0.2%
PFA
155
Pettinga Financial Advisors
Indiana
$31.1M -$3.09M -16,449 -9%
JF
156
Jump Financial
Illinois
$30.6M +$29.5M +157,490 New
LWM
157
Liberty Wealth Management
California
$30.4M +$1.17M +6,211 +4%
HCA
158
Heck Capital Advisors
Wisconsin
$30.4M -$2.1M -11,218 -7%
STA
159
Summit Trail Advisors
New York
$30M -$25M -133,130 -46%
CL
160
Choreo LLC
Illinois
$29.8M -$1.37M -7,285 -5%
CIAS
161
CFS Investment Advisory Services
New Jersey
$29.7M -$4.6M -24,519 -14%
SP
162
Symmetry Partners
Connecticut
$29.7M +$3.13M +16,666 +12%
SHIM
163
Stone House Investment Management
Pennsylvania
$29.5M -$5.85M -31,172 -17%
CA
164
Cambridge Associates
Massachusetts
$29.5M -$31.5M -167,842 -53%
FM
165
Family Management
New York
$29.3M -$262K -1,399 -0.9%
CFS
166
CGC Financial Services
Oregon
$29.1M +$25.1M +133,804 +846%
ACA
167
Aptus Capital Advisors
Alabama
$29.1M -$123K -654 -0.4%
LWA
168
Lineweaver Wealth Advisors
Ohio
$28.8M -$12.8M -67,969 -31%
BFPW
169
BOK Financial Private Wealth
Colorado
$28.4M -$476K -2,536 -2%
BWA
170
Boulder Wealth Advisors
Colorado
$28.3M +$27.3M +145,520 New
GF
171
Gries Financial
Ohio
$28.1M +$635K +3,384 +2%
OWA
172
One Wealth Advisors
California
$27.3M -$2.25M -12,015 -8%
IA
173
Integrity Alliance
Iowa
$27.3M +$3.97M +21,178 +18%
BCI
174
Brinker Capital Investments
Pennsylvania
$27.2M -$6.4M -34,095 -20%
BCM
175
Brookstone Capital Management
Illinois
$27.1M -$2.63M -14,036 -9%
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