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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
926
MassMutual Private Wealth & Trust
Connecticut
$85K -$5.34K -42 -6%
TWD
927
True Wealth Design
Ohio
$82.9K +$66K +519 +541%
CFS
928
CGC Financial Services
Oregon
$82.3K +$77.6K +610 New
USB
929
Union Savings Bank
Connecticut
$81.6K +$74.2K +583 New
CAS
930
Coppell Advisory Solutions
Texas
$80K +$76.3K +600 New
EW
931
Element Wealth
Mississippi
$77.4K +$58.6K +461 +408%
CWP
932
Concord Wealth Partners
Virginia
$75.8K -$1.78K -14 -2%
CHC
933
City Holding Co
West Virginia
$73.9K +$69.7K +548 New
FWP
934
FAS Wealth Partners
Kansas
$73.3K +$15.3K +120 +28%
IWP
935
IAG Wealth Partners
Wisconsin
$69.5K +$65.5K +515 New
SN
936
Sittner & Nelson
Oregon
$68.9K – – –
BBHC
937
Brown Brothers Harriman & Co
New York
$67.2K +$28K +220 +79%
JFA
938
JNBA Financial Advisors
Minnesota
$66.6K -$68.9K -542 -52%
FPFS
939
First Personal Financial Services
North Carolina
$65.4K – – –
TFGT
940
TS Financial Group (TSFG)
Illinois
$65K – – –
CFO
941
CVA Family Office
Colorado
$62.8K – – –
AAP
942
Arax Advisory Partners
Colorado
$60.8K +$3.05K +24 +6%
CP
943
Castleview Partners
Texas
$60.6K +$57.1K +449 New
LC
944
Lindbrook Capital
California
$57.2K – – –
CHA
945
Carmichael Hill & Associates
Maryland
$56.1K – – –
AWM
946
AllSquare Wealth Management
New York
$54.5K – – –
AWM
947
Avior Wealth Management
Nebraska
$47.4K +$127 +1 +0.3%
DJSG
948
D.J. St. Germain
Massachusetts
$44.5K +$42K +330 New
LF
949
Lee Financial
Texas
$41.1K +$127 +1 +0.3%
KC
950
Kenfarb & Co
Kentucky
$39K – – –
36 37
38
39 40