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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
876
Tower Bridge Advisors
Pennsylvania
$896K +$38.8K +185 +5%
PFA
877
Perryman Financial Advisory
Texas
$892K -$629 -3 -0.1%
DTC
878
Davidson Trust Company
Washington
$892K +$1.05K +5 +0.1%
AWMNH
879
Arcadia Wealth Management (New Hampshire)
New Hampshire
$891K -$649K -3,095 -43%
FNT
880
First National Trust
Pennsylvania
$890K +$195K +932 +30%
SW
881
Simplicity Wealth
New Jersey
$890K -$3.52M -16,783 -81%
NEPPG
882
New England Professional Planning Group
Rhode Island
$888K +$1.05K +5 +0.1%
CPRPA
883
Cerity Partners Retirement Plan Advisors
New York
$884K +$845K +4,029 New
VFA
884
Valeo Financial Advisors
Indiana
$878K -$10.1K -48 -1%
BCM
885
Beck Capital Management
Texas
$872K +$210 +1 +0%
SIS
886
Sound Income Strategies
Florida
$871K +$177K +845 +27%
RFC
887
Regions Financial Corp
Alabama
$871K +$171K +814 +26%
PWM
888
Paulson Wealth Management
Illinois
$870K – – –
CTWM
889
Cherry Tree Wealth Management
Minnesota
$864K +$839 +4 +0.1%
SPI
890
Sutton Place Investors
New York
$864K -$1.2M -5,707 -59%
PA
891
Procyon Advisors
Connecticut
$864K -$32.3K -154 -4%
IAP
892
Indie Asset Partners
Indiana
$858K -$1.68K -8 -0.2%
PUI
893
Purpose Unlimited Inc
$852K +$635K +3,028 +357%
UAG
894
United Advisor Group
Ohio
$849K -$166K -793 -17%
LIA
895
LifePlan Investment Advisors
North Carolina
$845K -$1.91M -9,099 -70%
AWA
896
A4 Wealth Advisors
North Carolina
$844K -$2.85M -13,604 -78%
NCM
897
NCM Capital Management
New Jersey
$842K -$21K -100 -3%
SPW
898
Sonoma Private Wealth
California
$842K -$44.3K -211 -5%
CFG
899
Cooper Financial Group
California
$841K -$329K -1,568 -29%
BPW
900
BlueDoor Private Wealth
Massachusetts
$840K -$51K -243 -6%
34 35
36
37 38