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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
626
Laurel Wealth Planning
Minnesota
$102K – – –
IFAM
627
Institutional & Family Asset Management
Colorado
$97K – – –
PFPT
628
Pinnacle Financial Partners (Tennessee)
Tennessee
$97K – – –
EW
629
Evoke Wealth
California
$97K +$93.1K +726 New
PWA
630
Pinnacle Wealth Advisors
Tennessee
$97K +$93.5K +729 New
BCWM
631
Bartlett & Co Wealth Management
Ohio
$91K – – –
ONST
632
Old North State Trust
North Carolina
$91K -$33.6K -262 -28%
BC
633
Bartlett & Co
Ohio
$91K – – –
APC
634
Aspire Private Capital
North Carolina
$89K -$77.4K -604 -47%
CIA
635
Choate Investment Advisors
Massachusetts
$89K – – –
TI
636
tru Independence
Oregon
$87K -$4.28M -33,392 -98%
CPFP
637
Clear Perspectives Financial Planning
Ohio
$85K -$234K -1,826 -74%
CWC
638
Carolinas Wealth Consulting
North Carolina
$81K +$76.8K +599 +4,608%
S
639
SignatureFD
Georgia
$78K -$112K -875 -60%
AIM
640
Anchor Investment Management
South Carolina
$76.1K – – –
CB
641
Community Bank
New York
$73K – – –
SMFG
642
Sumitomo Mitsui Financial Group
Japan
$71K -$226K -1,760 -77%
FPFS
643
First Personal Financial Services
North Carolina
$70K -$6.41K -50 -9%
RIM
644
Rockbridge Investment Management
New York
$67K +$1.54K +12 +2%
KPCM
645
Kings Point Capital Management
New York
$66K – – –
TA
646
Tectonic Advisors
Texas
$65K – – –
CFO
647
CVA Family Office
Colorado
$62K – – –
AWM
648
AllSquare Wealth Management
New York
$56K – – –
CHA
649
Carmichael Hill & Associates
Maryland
$55K -$42.7K -333 -44%
CFB
650
Cullen/Frost Bankers
Texas
$55K – – –
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