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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1276
Richardson Capital Management
Wisconsin
$65.7K +$173 +1 +0.3%
FFWM
1277
Future Financial Wealth Management
Ohio
$64.5K +$62.4K +360 New
DAM
1278
Delta Asset Management
Tennessee
$62K – – –
RIA
1279
Realta Investment Advisors
Delaware
$58.6K -$247K -1,424 -82%
NFSG
1280
Newbridge Financial Services Group
Florida
$57.2K -$7.63K -44 -12%
KPP
1281
Kings Path Partners
Texas
$54.4K +$52.6K +303 New
BBHC
1282
Brown Brothers Harriman & Co
New York
$52.7K +$5.72K +33 +13%
ANBT
1283
American National Bank & Trust
Texas
$52.2K – – –
PA
1284
Pineridge Advisors
Missouri
$51.4K +$2.25K +13 +5%
TFGT
1285
TS Financial Group (TSFG)
Illinois
$50K – – –
NFA
1286
Northwest Financial Advisors
Virginia
$50K +$48.4K +279 New
CWP
1287
Concord Wealth Partners
Virginia
$48.8K – – –
AFS
1288
Annapolis Financial Services
Maryland
$47.5K +$7.11K +41 +18%
PFG
1289
Peterson Financial Group
Iowa
$45.5K +$44.1K +254 New
FWP
1290
FAS Wealth Partners
Kansas
$45.4K -$1.39K -8 -3%
MSFP
1291
Mark Sheptoff Financial Planning
Connecticut
$42.9K +$41.5K +239 New
TIM
1292
Thompson Investment Management
Wisconsin
$42.5K -$7.98K -46 -16%
AWM
1293
Abound Wealth Management
Tennessee
$40K – – –
MWM
1294
MGB Wealth Management
Texas
$39.4K +$38.2K +220 New
PAI
1295
Pittenger & Anderson Inc
Nebraska
$39.1K – – –
TH
1296
TCTC Holdings
Texas
$38.5K – – –
EPW
1297
Evergreen Private Wealth
Colorado
$37.1K – – –
PP
1298
PrairieView Partners
Minnesota
$36K – – –
WCM
1299
Winthrop Capital Management
Indiana
$36K +$30K +173 +692%
CBT
1300
CoreFirst Bank & Trust
Kansas
$32.6K +$31.6K +182 New
50 51
52
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