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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1151
Presilium Private Wealth
Pennsylvania
$201K +$193K +1,178 New
SSWM
1152
Strait & Sound Wealth Management
California
$201K +$193K +1,176 New
HPC
1153
HM Payson & Co
Maine
$199K -$5.58K -34 -3%
SFCL
1154
Strengthening Families & Communities LLC
Massachusetts
$194K +$187K +1,139 New
TAM
1155
Tucker Asset Management
Colorado
$187K -$11.7K -71 -6%
PPC
1156
Park Place Capital
Alabama
$185K -$239K -1,456 -57%
SSB
1157
Sandy Spring Bank
Maryland
$182K -$44.5K -271 -20%
BWP
1158
Baldwin Wealth Partners
Massachusetts
$178K – – –
CIA
1159
Cape Investment Advisory
Georgia
$178K +$16.7K +102 +11%
MIA
1160
Milestone Investment Advisors
Wisconsin
$171K – – –
WPWM
1161
Western Pacific Wealth Management
Illinois
$171K – – –
FDCP
1162
Foster Dykema Cabot & Partners
Massachusetts
$165K – – –
FFA
1163
Founders Financial Alliance
North Carolina
$163K – – –
CPG
1164
Cornerstone Planning Group
New Jersey
$161K -$60.3K -367 -27%
T
1165
Tidemark
California
$157K -$28.9K -176 -16%
BCV
1166
Banque Cantonale Vaudoise
Switzerland
$154K – – –
ACA
1167
American Capital Advisory
Idaho
$154K -$357K -2,174 -68%
ST
1168
Smithfield Trust
Pennsylvania
$153K +$19K +116 +15%
HBW
1169
Hazlett, Burt & Watson
West Virginia
$146K +$985 +6 +0.7%
CB
1170
CNB Bank
Pennsylvania
$144K – – –
AIM
1171
Acropolis Investment Management
Missouri
$137K – – –
MPWT
1172
MassMutual Private Wealth & Trust
Connecticut
$132K +$23.3K +142 +23%
EW
1173
Element Wealth
Mississippi
$129K -$8.37K -51 -6%
HR
1174
Howe & Rusling
New York
$129K -$26.9K -164 -18%
SWM
1175
Sanctuary Wealth Management
Idaho
$120K – – –
45 46
47
48 49