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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
LIS
1426
Legacy Investment Solutions
Idaho
$39.9K +$37.6K +218 New
AWM
1427
Abound Wealth Management
Tennessee
$39.4K -$69.4K -402 -65%
TH
1428
TCTC Holdings
Texas
$39.3K – – –
WT
1429
Whittier Trust
California
$38.8K – – –
CWM
1430
Copia Wealth Management
Oregon
$38.4K -$54K -313 -60%
EPW
1431
Evergreen Private Wealth
Colorado
$37.8K – – –
DJSG
1432
D.J. St. Germain
Massachusetts
$37.3K -$3.62K -21 -9%
CI
1433
CX Institutional
Indiana
$37K +$21.2K +123 +152%
PP
1434
PrairieView Partners
Minnesota
$36K – – –
PA
1435
Pineridge Advisors
Missouri
$34.1K -$1.03K -6 -3%
NOI
1436
Newton One Investments
Delaware
$33.8K -$34.2K -198 -52%
CBT
1437
CoreFirst Bank & Trust
Kansas
$33.3K +$31.4K +182 New
RWM
1438
Rialto Wealth Management
New York
$32.4K – – –
RFA
1439
Reyes Financial Architecture
California
$29.8K – – –
CB
1440
Centennial Bank
Arkansas
$29.6K – – –
KFP
1441
Keener Financial Planning
Texas
$29K +$27.6K +160 New
RF
1442
Roxbury Financial
New Jersey
$28.6K +$6.04K +35 +29%
MA
1443
MCF Advisors
Kentucky
$28.5K – – –
GCM
1444
Gables Capital Management
Florida
$28.2K – – –
SC
1445
Sawyer & Company
Massachusetts
$28.1K – – –
CFB
1446
Cullen/Frost Bankers
Texas
$27.4K -$4.32K -25 -14%
BC
1447
Barrett & Company
Rhode Island
$27.4K – – –
OSNBOA
1448
Old Second National Bank of Aurora
Illinois
$27.4K – – –
KPP
1449
Kings Path Partners
Texas
$27.4K +$2.24K +13 +9%
WWM
1450
Wolff Wiese Magana
California
$26.5K – – –
56 57
58
59 60