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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
176
Holt Capital Partners
Texas
$25.6M +$1.47M +8,194 +6%
BFPW
177
BOK Financial Private Wealth
Colorado
$25.6M -$1.24M -6,908 -4%
ACM
178
Armbruster Capital Management
New York
$25.4M +$710K +3,966 +3%
FM
179
Family Management
New York
$25.4M -$4.35M -24,300 -14%
OWA
180
One Wealth Advisors
California
$25.1M +$2.49M +13,899 +10%
PWA
181
Physician Wealth Advisors
Utah
$24.9M +$4.47M +24,985 +21%
GF
182
Gries Financial
Ohio
$24.8M +$2.77M +15,486 +12%
SFS
183
Security Financial Services
Indiana
$24.1M +$1.21M +6,732 +5%
IWS
184
Insight Wealth Strategies
California
$24.1M -$1.31M -7,335 -5%
PFA
185
Pure Financial Advisors
California
$24M +$2.77M +15,497 +12%
SWP
186
Summit Wealth Partners
Florida
$23.8M +$53.4K +298 +0.2%
LWM
187
Liberty Wealth Management
California
$23.7M +$3.35M +18,715 +16%
BCI
188
Brinker Capital Investments
Pennsylvania
$23.3M +$1.08M +6,023 +5%
OPS
189
Orion Portfolio Solutions
Nebraska
$23.3M +$1.08M +6,023 +5%
SP
190
Stonebrook Private
Michigan
$23M +$2.86M +15,975 +13%
JAG
191
Journey Advisory Group
Kentucky
$22.9M -$540K -3,014 -2%
BWA
192
Boulder Wealth Advisors
Colorado
$22.9M +$508K +2,836 +2%
CA
193
Centerpoint Advisors
Massachusetts
$22.8M +$844K +4,712 +4%
Goldman Sachs
194
Goldman Sachs
New York
$22.6M +$11.1M +62,219 +89%
Comerica Bank
195
Comerica Bank
Texas
$22.3M +$694K +3,875 +3%
MC
196
McMorgan & Co
California
$22.2M +$163K +911 +0.7%
AM
197
AGF Management
Ontario, Canada
$22.1M -$187K -1,045 -0.8%
SWC
198
Spectrum Wealth Counsel
Indiana
$22.1M +$3.25M +18,135 +16%
SCM
199
Sollinda Capital Management
Florida
$21.9M -$1.03M -5,739 -4%
KWM
200
Keebeck Wealth Management
Illinois
$21.9M +$3.46M +19,335 +18%
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