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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
VRM
751
Vectors Research Management
New York
$139K – – –
MPWT
752
MassMutual Private Wealth & Trust
Connecticut
$138K +$2.69K +19 +2%
KPCM
753
Kings Point Capital Management
New York
$138K +$19.5K +138 +17%
RG
754
Retirement Group
California
$133K +$283 +2 +0.2%
CWP
755
Concord Wealth Partners
Virginia
$132K +$128K +906 New
ICM
756
Islay Capital Management
Texas
$127K – – –
CCP
757
Clarkston Capital Partners
Michigan
$126K – – –
CA
758
Clearstead Advisors
Ohio
$123K – – –
CB
759
CNB Bank
Pennsylvania
$123K – – –
AWM
760
Avior Wealth Management
Nebraska
$121K +$141 +1 +0.1%
HR
761
Howe & Rusling
New York
$118K – – –
CPFP
762
Clear Perspectives Financial Planning
Ohio
$115K – – –
ST
763
Smithfield Trust
Pennsylvania
$113K – – –
ZIG
764
Zullo Investment Group
Pennsylvania
$112K +$109K +772 New
LWP
765
Laurel Wealth Planning
Minnesota
$108K -$3.82K -27 -4%
FFWM
766
Future Financial Wealth Management
Ohio
$108K +$105K +745 New
EW
767
Evoke Wealth
California
$106K – – –
APC
768
Aspire Private Capital
North Carolina
$104K +$18.2K +129 +22%
CT
769
Cambridge Trust
Massachusetts
$104K +$101K +713 New
SCA
770
Sandy Cove Advisors
Massachusetts
$103K +$99.6K +705 New
IFAM
771
Institutional & Family Asset Management
Colorado
$102K -$4.24K -30 -4%
UB
772
UMB Bank
Missouri
$102K +$98.9K +700 New
CIA
773
Choate Investment Advisors
Massachusetts
$98K – – –
FFA
774
Founders Financial Alliance
North Carolina
$92K – – –
AWM
775
Abound Wealth Management
Tennessee
$86.6K +$84.1K +595 New
29 30
31
32 33