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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
SPW
551
Sonoma Private Wealth
California
$420K +$418K +3,684 New
PP
552
Prudential plc
United Kingdom
$419K -$12.5K -110 -3%
CSWM
553
Cassady Schiller Wealth Management
Ohio
$418K -$50.2K -443 -11%
RIA
554
Regal Investment Advisors
Michigan
$418K -$70.7K -623 -15%
AWM
555
Aprio Wealth Management
Georgia
$417K +$415K +3,659 New
G
556
GenTrust
Florida
$414K – – –
MW
557
MBL Wealth
North Carolina
$414K -$86.1K -759 -17%
MWM
558
Mission Wealth Management
California
$413K -$60.5K -533 -13%
SCP
559
Syntal Capital Partners
Texas
$410K – – –
FWCM
560
Ferguson Wellman Capital Management
Oregon
$408K +$406K +3,581 New
FFA
561
Farther Finance Advisors
California
$408K +$406K +3,577 New
CA
562
Claro Advisors
Massachusetts
$406K +$404K +3,560 New
SWM
563
Spire Wealth Management
Virginia
$400K +$72.9K +643 +22%
AWC
564
Adamsbrown Wealth Consultants
Kansas
$399K -$284K -2,505 -42%
MG
565
Mather Group
Illinois
$392K -$71K -626 -15%
SFA
566
Sequoia Financial Advisors
Ohio
$392K – – –
AL
567
Aspiriant LLC
California
$391K – – –
FNWM
568
Financial Network Wealth Management
Utah
$391K – – –
FNT
569
First National Trust
Pennsylvania
$389K +$125K +1,100 +48%
PCM
570
Parsons Capital Management
Rhode Island
$388K -$32K -282 -8%
CAAS
571
Capital Asset Advisory Services
Michigan
$385K -$30.7K -271 -7%
BOPW
572
Brandywine Oak Private Wealth
Pennsylvania
$385K +$2.15K +19 +0.6%
FCM
573
Firestone Capital Management
Florida
$383K +$2.95K +26 +0.8%
VAS
574
Vestmark Advisory Solutions
Massachusetts
$376K -$354K -3,122 -49%
SIC
575
Salem Investment Counselors
North Carolina
$371K +$147K +1,294 +66%
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