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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
651
TFO Wealth Partners
Ohio
$132K – – –
MHR
652
Matthew Hamilton Rosenberg
$131K +$102K +739 +293%
OSAM
653
O'Shaughnessy Asset Management
Connecticut
$128K +$117K +850 +702%
VRM
654
Vectors Research Management
New York
$126K +$122K +885 +1,229%
MPWT
655
MassMutual Private Wealth & Trust
Connecticut
$122K – – –
RG
656
Retirement Group
California
$120K – – –
ICM
657
Islay Capital Management
Texas
$115K – – –
CCP
658
Clarkston Capital Partners
Michigan
$114K – – –
CA
659
Clearstead Advisors
Ohio
$111K – – –
CB
660
CNB Bank
Pennsylvania
$111K – – –
BCWM
661
Bartlett & Co Wealth Management
Ohio
$110K +$21K +153 +22%
BC
662
Bartlett & Co
Ohio
$110K +$21K +153 +22%
AWM
663
Avior Wealth Management
Nebraska
$109K -$963 -7 -0.8%
SSB
664
Sandy Spring Bank
Maryland
$108K – – –
KPCM
665
Kings Point Capital Management
New York
$107K +$42.9K +312 +62%
HR
666
Howe & Rusling
New York
$107K +$110K +799 +5,707%
SWM
667
Selective Wealth Management
Virginia
$106K +$110K +801 New
CPFP
668
Clear Perspectives Financial Planning
Ohio
$104K +$20.6K +150 +23%
ST
669
Smithfield Trust
Pennsylvania
$103K +$107K +778 New
LWP
670
Laurel Wealth Planning
Minnesota
$101K – – –
IFAM
671
Institutional & Family Asset Management
Colorado
$96K – – –
EW
672
Evoke Wealth
California
$95K – – –
CIA
673
Choate Investment Advisors
Massachusetts
$89K – – –
FFA
674
Founders Financial Alliance
North Carolina
$83K -$33.8K -246 -28%
APC
675
Aspire Private Capital
North Carolina
$77K -$11.4K -83 -12%
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