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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
651
Cedar Brook Financial Partners
Ohio
$235K -$5.22K -46 -2%
WIM
652
WealthPlan Investment Management
Nebraska
$234K -$36.9K -325 -15%
WP
653
WealthPLAN Partners
Nebraska
$234K +$214K +1,885 New
GPA
654
Guerra Pan Advisors
New Jersey
$234K – – –
OPWM
655
Oxinas Partners Wealth Management
Indiana
$233K -$8.85K -78 -4%
FLPIM
656
F.L. Putnam Investment Management
Massachusetts
$231K -$19.4K -171 -8%
BW
657
Bison Wealth
Georgia
$230K -$240K -2,116 -52%
MWM
658
Maripau Wealth Management
Indiana
$230K +$18.1K +160 +9%
IAA
659
Ironsides Asset Advisors
North Carolina
$228K – – –
LIM
660
Leavell Investment Management
Alabama
$227K +$226K +1,990 New
EL
661
EQ LLC
Washington
$225K +$113 +1 +0.1%
TCOV
662
Trust Company of Vermont
Vermont
$224K -$4.31K -38 -2%
RFC
663
Regions Financial Corp
Alabama
$223K -$8.62K -76 -4%
FTS
664
Fifth Third Securities
Ohio
$222K – – –
BJL
665
Brighton Jones LLC
Washington
$222K -$76.8K -677 -26%
IWM
666
Iams Wealth Management
Nebraska
$220K +$219K +1,931 New
OWA
667
Octavia Wealth Advisors
Ohio
$218K -$20.4K -180 -9%
RCA
668
Resonant Capital Advisors
Wisconsin
$217K -$250K -2,200 -54%
FMWA
669
Forvis Mazars Wealth Advisors
Missouri
$215K +$214K +1,891 New
DACG
670
Donor Advised Charitable Giving
California
$214K -$1.44M -12,663 -87%
MC
671
Moors & Cabot
Massachusetts
$213K +$212K +1,871 New
BCWM
672
Bartlett & Co Wealth Management
Ohio
$212K – – –
SC
673
Solstein Capital
California
$212K -$137K -1,205 -39%
BC
674
Bartlett & Co
Ohio
$212K – – –
TA
675
TrueWealth Advisors
Alabama
$211K -$93.9K -828 -31%
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