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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
551
Parkside Financial Bank & Trust
Missouri
$5K – – –
IRC
552
Investors Research Corp
Georgia
$5K +$1.1K +12 +29%
EI
553
Ellevest Inc
New York
$5K +$3.58K +39 +390%
SIM
554
Sonora Investment Management
Arizona
$5K +$4.41K +48 New
OC
555
Oakworth Capital
Alabama
$5K +$4.77K +52 New
SMG
556
Spectrum Management Group
Indiana
$4K -$6.05M -65,879 -100%
BHWM
557
Bay Harbor Wealth Management
Maryland
$4K -$2.08M -22,642 -100%
APC
558
Aspire Private Capital
North Carolina
$4K -$196K -2,132 -98%
EWP
559
Engrave Wealth Partners
Texas
$4K – – –
BW
560
Bison Wealth
Georgia
$4K +$3.85K +42 New
MA
561
Modus Advisors
Minnesota
$4K +$4.13K +45 New
HR
562
Howe & Rusling
New York
$3K -$73K -795 -96%
FWM
563
FSA Wealth Management
Massachusetts
$3K – – –
CCA
564
Column Capital Advisors
Indiana
$3K +$3.03K +33 New
GAM
565
Gemmer Asset Management
California
$2K – – –
GI
566
Gradient Investments
Minnesota
$2K +$1.65K +18 New
AWM
567
Apollon Wealth Management
South Carolina
$2K +$2.2K +24 New
AAIM
568
Asset Advisors Investment Management
Georgia
$1K +$1.1K +12 New
WIM
569
Westside Investment Management
California
$19 -$9.18K -100 -33%
AIC
570
Ameritas Investment Company
Nebraska
– -$18.8M -240,140 Closed
HTC
571
Hershey Trust Company
Pennsylvania
– -$14.7M -181,090 Closed
RIG
572
Roosevelt Investment Group
New York
– -$8.44M -104,182 Closed
PFA
573
Pettinga Financial Advisors
Indiana
– -$8.23M -101,608 Closed
SW
574
SteelPeak Wealth
California
– -$8.22M -101,413 Closed
HIM
575
HawsGoodwin Investment Management
Tennessee
– -$7.79M -96,156 Closed
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