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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
701
Kestra Private Wealth Services
Texas
$237K -$4.24K -30 -2%
CAM
702
Concorde Asset Management
Michigan
$236K +$848 +6 +0.4%
BWP
703
Baldwin Wealth Partners
Massachusetts
$235K – – –
CI
704
CX Institutional
Indiana
$232K -$95.1K -673 -30%
LW
705
Linscomb Wealth
Texas
$229K – – –
ACS
706
Archford Capital Strategies
Illinois
$226K -$35.3K -250 -14%
MCM
707
Murphy Capital Management
New Jersey
$226K +$220K +1,555 New
FRA
708
Frank Rimerman Advisors
California
$226K – – –
CAM
709
Cidel Asset Management
Ontario, Canada
$225K – – –
V
710
Veritable
Delaware
$224K +$707 +5 +0.3%
LA
711
LVW Advisors
New York
$223K -$11K -78 -5%
CL
712
CPWM LLC
Washington
$223K – – –
LA
713
Legacy Advisors
Pennsylvania
$223K +$217K +1,534 New
IF
714
Integrity Financial
Wyoming
$221K +$215K +1,521 New
HNB
715
Huntington National Bank
Ohio
$220K – – –
BEAM
716
Baker Ellis Asset Management
Washington
$218K +$212K +1,500 New
SFC
717
SYM Financial Corp
Indiana
$217K -$57.8K -409 -21%
RFC
718
Regions Financial Corp
Alabama
$217K +$211K +1,494 New
CPIG
719
Chicago Partners Investment Group
Illinois
$215K – – –
BCM
720
BTR Capital Management
California
$213K +$207K +1,463 New
CWM
721
Consultiva Wealth Management
Puerto Rico
$212K – – –
PFO
722
Pathstone Family Office
New Jersey
$212K +$206K +1,455 New
QC
723
Quent Capital
New York
$211K +$205K +1,450 New
CPW
724
Catalyst Private Wealth
California
$210K +$204K +1,443 New
WMA
725
Wealth Management Associates
New Jersey
$209K +$203K +1,434 New
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