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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
776
Mark Sheptoff Financial Planning
Connecticut
$18.9K – – –
PB
777
Pinnacle Bancorp
Nebraska
$17K – – –
WWM
778
Wolff Wiese Magana
California
$16.5K -$85.6K -755 -84%
EWA
779
EverSource Wealth Advisors
Alabama
$15.2K +$15.1K +133 New
EI
780
Ellevest Inc
New York
$14.6K -$52.3K -461 -78%
AWM
781
Accurate Wealth Management
Florida
$14K +$13.6K +120 New
AA
782
Ancora Advisors
Ohio
$13K – – –
CSB
783
City State Bank
Iowa
$13K – – –
SA
784
SRH Advisors
Kansas
$13K +$12.9K +114 New
EW
785
Element Wealth
Mississippi
$12.9K +$7.26K +64 +131%
CT
786
Caldwell Trust
Florida
$11.7K – – –
PFBT
787
Parkside Financial Bank & Trust
Missouri
$11.7K – – –
SCA
788
Stonebridge Capital Advisors
Minnesota
$11.3K +$11.1K +98 +9,800%
TWD
789
True Wealth Design
Ohio
$10.9K +$10.9K +96 New
NFSG
790
Newbridge Financial Services Group
Florida
$10.8K +$6.13K +54 +132%
LWP
791
Laurel Wealth Planning
Minnesota
$9.35K -$12.7K -112 -58%
CAL
792
Capital Analysts LLC
Pennsylvania
$9K – – –
DSC
793
Duncker Streett & Co
Missouri
$8.21K – – –
IFAM
794
Institutional & Family Asset Management
Colorado
$7.75K -$11.5K -101 -60%
WA
795
Win Advisors
Florida
$7.07K – – –
KSWA
796
Kathleen S. Wright Associates
Pennsylvania
$7K – – –
CSPAM
797
Cary Street Partners Asset Management
Virginia
$6.84K +$6.81K +60 New
CPG
798
Cornerstone Planning Group
New Jersey
$6.76K +$6.58K +58 New
VNA
799
Valley National Advisers
Pennsylvania
$6K – – –
BHWM
800
Beaird Harris Wealth Management
Texas
$4.44K – – –
30 31
32
33 34