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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAG
376
First Capital Advisors Group
New Jersey
$2.69M +$20.3K +169 +0.8%
AWM
377
Aries Wealth Management
Maine
$2.64M +$64.8K +540 +3%
UCFA
378
United Capital Financial Advisors
Texas
$2.64M -$153K -1,276 -6%
JIP
379
Jaffetilchin Investment Partners
Florida
$2.6M -$4.09M -34,077 -62%
BCG
380
Breakwater Capital Group
New Jersey
$2.6M +$184K +1,536 +8%
CAAM
381
Cornerstone Advisors Asset Management
Pennsylvania
$2.59M -$120 -1 -0%
IWM
382
IHT Wealth Management
Illinois
$2.56M +$112K +937 +5%
BFC
383
Bedel Financial Consulting
Indiana
$2.56M -$20.9K -174 -0.8%
FHB
384
First Hawaiian Bank
Hawaii
$2.55M +$2.47M +20,589 New
CM
385
Columbus Macro
Pennsylvania
$2.54M +$2.45M +20,374 New
NSB
386
Norway Savings Bank
Maine
$2.53M +$41.4K +345 +2%
IA
387
IFP Advisors
Florida
$2.52M -$2.42M -20,168 -40%
CPIG
388
Chicago Partners Investment Group
Illinois
$2.5M +$465K +3,877 +24%
BWM
389
BCGM Wealth Management
Indiana
$2.5M -$951K -7,922 -28%
ICP
390
Interchange Capital Partners
Pennsylvania
$2.5M +$1.8M +14,980 +289%
CGA
391
Crescent Grove Advisors
Illinois
$2.48M -$526K -4,385 -18%
PTC
392
Private Trust Company
Ohio
$2.41M +$66.4K +553 +3%
RVPG
393
Relative Value Partners Group
$2.39M -$1.17M -9,766 -34%
VAS
394
Vestmark Advisory Solutions
Massachusetts
$2.36M +$1.89M +15,760 +478%
VPP
395
Vertex Planning Partners
Illinois
$2.36M +$1.6M +13,320 +233%
CA
396
Clearstead Advisors
Ohio
$2.34M +$1.99M +16,573 +733%
TFO
397
Tarbox Family Office
California
$2.31M -$145K -1,205 -6%
MWM
398
MorganRosel Wealth Management
Colorado
$2.31M +$1.13M +9,453 +103%
AWA
399
Amplius Wealth Advisors
Pennsylvania
$2.3M -$68.1K -567 -3%
MFA
400
Millington Financial Advisors
Illinois
$2.29M -$46.6K -388 -2%
14 15
16
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