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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
526
Baystate Wealth Management
Massachusetts
$8K +$9.07K +95 New
TF
527
Tompkins Financial
New York
$8K +$9.45K +99 New
AA
528
Advisory Alpha
Michigan
$7.05K +$7.73K +81 New
JWA
529
JFS Wealth Advisors
Pennsylvania
$7K – – –
WAP
530
Wealthcare Advisory Partners
Pennsylvania
$6K -$2.86K -30 -31%
DSC
531
Duncker Streett & Co
Missouri
$6K – – –
HWA
532
HHM Wealth Advisors
Tennessee
$6K +$7.25K +76 New
SL
533
Savior LLC
Massachusetts
$5K -$255K -2,672 -98%
FRA
534
Front Row Advisors
California
$5K – – –
HS
535
Horan Securities
United States
$5K +$5.63K +59 New
LFG
536
Larson Financial Group
Missouri
$5K +$5.73K +60 New
HF
537
Halpern Financial
Virginia
$4.29K +$5.06K +53 New
EW
538
Element Wealth
Mississippi
$4K +$4.68K +49 New
PFBT
539
Parkside Financial Bank & Trust
Missouri
$4K +$4.77K +50 New
EWP
540
Engrave Wealth Partners
Texas
$3K – – –
IRC
541
Investors Research Corp
Georgia
$3K +$2.86K +30 +250%
FWM
542
FSA Wealth Management
Massachusetts
$2K – – –
GAM
543
Gemmer Asset Management
California
$2K – – –
SQA
544
Simon Quick Advisors
New Jersey
$2K +$2.29K +24 New
FANJ
545
Financial Architects (New Jersey)
New Jersey
$1K – – –
EI
546
Ellevest Inc
New York
$1K +$286 +3 +43%
WIM
547
Westside Investment Management
California
$24 +$28.6K +300 New
CCMG
548
Clark Capital Management Group
Pennsylvania
– -$51M -504,930 Closed
PWS
549
Paragon Wealth Strategies
Florida
– -$16.5M -163,587 Closed
AIA
550
Arrow Investment Advisors
Maryland
– -$12.2M -121,123 Closed
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