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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
176
Venturi Wealth Management
Texas
$4.84M +$1.87M +19,423 +68%
IFWM
177
Institute for Wealth Management
Colorado
$4.81M +$4.58M +47,595 New
FC
178
Ferris Capital
Massachusetts
$4.74M -$973K -10,103 -18%
BCMO
179
Buckingham Capital Management (Ohio)
Ohio
$4.71M +$55K +571 +1%
SCP
180
Syntal Capital Partners
Texas
$4.6M +$2.88M +29,952 +192%
AIC
181
Ayalon Insurance Company
Israel
$4.55M +$482 +5 +0%
OWA
182
Outlook Wealth Advisors
Texas
$4.38M +$4.18M +43,362 New
HCP
183
Holt Capital Partners
Texas
$4.36M +$413K +4,285 +11%
RCA
184
Rowland Carmichael Advisors
Arizona
$4.35M +$156K +1,624 +4%
MAM
185
Madison Asset Management
Wisconsin
$4.11M +$3.92M +40,697 New
PWA
186
Physician Wealth Advisors
Utah
$4.06M +$746K +7,741 +25%
SCA
187
Snowden Capital Advisors
New York
$4.01M +$3.83M +39,720 New
BWP
188
Bernardo Wealth Planning
Pennsylvania
$4.01M +$3.83M +39,721 New
LIA
189
LS Investment Advisors
Michigan
$3.92M +$3.74M +38,800 New
IIA
190
IPG Investment Advisors
California
$3.9M +$538K +5,586 +17%
HPC
191
Hobart Private Capital
North Carolina
$3.87M +$3.69M +38,289 New
WFA
192
Wade Financial Advisory
California
$3.8M +$3.62M +37,592 New
WAS
193
Wealth Advisory Solutions
Indiana
$3.78M +$3.61M +37,464 New
GP
194
Geneva Partners
Wisconsin
$3.78M +$37.8K +392 +1%
CAM
195
Concorde Asset Management
Michigan
$3.72M +$2.84M +29,532 +405%
BFG
196
Barber Financial Group
Kansas
$3.7M -$277K -2,876 -7%
LNB
197
Ledyard National Bank
$3.64M +$2.76M +28,672 +388%
AFG
198
Affinia Financial Group
Massachusetts
$3.64M +$4.05M +42,059 New
LA
199
LVW Advisors
New York
$3.63M +$1.94M +20,137 +127%
LFG
200
LifePlan Financial Group
Ohio
$3.62M +$3.42M +35,517 +12,290%
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