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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
301
Aries Wealth Management
Maine
$2.37M +$121K +1,071 +5%
NSB
302
Norway Savings Bank
Maine
$2.28M +$31.8K +280 +1%
MAG
303
Mayfair Advisory Group
Alabama
$2.28M -$495K -4,367 -18%
TFO
304
Tarbox Family Office
California
$2.26M -$118K -1,041 -5%
KDA
305
Kraft Davis & Associates
Missouri
$2.25M +$2.07M +18,267 New
IWM
306
IHT Wealth Management
Illinois
$2.24M -$255K -2,245 -10%
AI
307
Atria Investments
North Carolina
$2.23M -$475K -4,188 -18%
CWS
308
Cypress Wealth Services
California
$2.23M +$471K +4,155 +27%
SQA
309
Simon Quick Advisors
New Jersey
$2.22M -$691K -6,092 -24%
JPG
310
Jordan Park Group
California
$2.21M -$2.16M -19,063 -50%
BCG
311
Breakwater Capital Group
New Jersey
$2.21M +$2.2M +19,388 New
APA
312
Astoria Portfolio Advisors
New York
$2.19M +$917K +8,086 +78%
AWA
313
Amplius Wealth Advisors
Pennsylvania
$2.18M -$282K -2,485 -12%
PTC
314
Private Trust Company
Ohio
$2.15M -$117K -1,032 -5%
MFA
315
Millington Financial Advisors
Illinois
$2.15M +$2.14M +18,844 New
IGWM
316
ICA Group Wealth Management
Colorado
$2.13M -$637K -5,617 -23%
FAM
317
Family Asset Management
South Carolina
$2.12M +$2.11M +18,567 New
WF
318
Warner Financial
Maryland
$2.11M +$17.7K +156 +0.9%
BA
319
Bristlecone Advisors
Washington
$2.1M -$22.9K -202 -1%
FHA
320
Flagship Harbor Advisors
Massachusetts
$2.1M -$367K -3,240 -15%
TFA
321
Teamwork Financial Advisors
Texas
$2.09M +$411K +3,620 +25%
PAMS
322
Pictet Asset Management (Switzerland)
Switzerland
$2.09M -$177K -1,560 -8%
JEST
323
JTC Employer Solutions Trustee
Jersey
$2.08M – – –
CPIG
324
Chicago Partners Investment Group
Illinois
$2.02M +$1.32M +11,641 +258%
BCI
325
Brinker Capital Investments
Pennsylvania
$2.02M -$113K -998 -5%
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