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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
626
Schrum Private Wealth Management
Florida
$281K +$307K +2,515 New
CBFP
627
Cedar Brook Financial Partners
Ohio
$278K -$145K -1,191 -32%
PAMG
628
Patton Albertson Miller Group
Tennessee
$274K -$368K -3,013 -55%
HTHT
629
Hemenway Trust Hemenway Trust
New Hampshire
$274K – – –
SXL
630
Summit X LLC
Missouri
$274K +$1.95K +16 +0.7%
AW
631
Avion Wealth
Texas
$273K – – –
W
632
Wealthquest
Ohio
$272K – – –
SFS
633
Security Financial Services
Indiana
$271K – – –
APW
634
Acima Private Wealth
Virginia
$270K – – –
IWP
635
Icon Wealth Partners
Texas
$268K -$50.4K -413 -15%
FTS
636
Fifth Third Securities
Ohio
$266K -$20K -164 -6%
BP
637
BBR Partners
New York
$264K – – –
MWM
638
Meridian Wealth Management
Kentucky
$263K +$8.05K +66 +3%
MYIA
639
Mount Yale Investment Advisors
Colorado
$263K +$90.3K +740 +46%
NYLIM
640
New York Life Investment Management
New York
$262K +$286K +2,341 New
FPCP
641
Fort Point Capital Partners
California
$258K -$42.1K -345 -13%
SYBT
642
Stock Yards Bank & Trust
Kentucky
$257K +$280K +2,298 New
FIM
643
Freedom Investment Management
Connecticut
$255K +$279K +2,286 New
PPWM
644
PFG Private Wealth Management
Florida
$255K -$13.1K -107 -4%
WIA
645
World Investment Advisors
California
$255K -$854 -7 -0.3%
ACK
646
Andrew C. Karlinski
$251K – – –
GPA
647
Guerra Pan Advisors
New Jersey
$250K – – –
SSC
648
Syverson Strege & Co
Iowa
$249K -$48.4K -397 -15%
CWA
649
Clearview Wealth Advisors
Oregon
$249K +$976 +8 +0.4%
ADL
650
Asset Dedication LLC
California
$248K +$17K +139 +7%
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