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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
626
Jacobi Capital Management
Pennsylvania
$67K +$24.2K +220 +61%
AIM
627
Anchor Investment Management
South Carolina
$66.6K – – –
LAS
628
Lloyd Advisory Services
Georgia
$65K +$45.8K +416 +297%
KPCM
629
Kings Point Capital Management
New York
$58K – – –
RIM
630
Rockbridge Investment Management
New York
$57K – – –
PCIA
631
Prime Capital Investment Advisors
Kansas
$56K -$991 -9 -2%
TWP
632
TFO Wealth Partners
Ohio
$55K – – –
AWM
633
AllSquare Wealth Management
New York
$49K +$22.7K +206 +94%
CFB
634
Cullen/Frost Bankers
Texas
$48K – – –
AAP
635
Arax Advisory Partners
Colorado
$48K +$220 +2 +0.5%
PS
636
Planned Solutions
California
$45K – – –
AIC
637
Archer Investment Corporation
Indiana
$45K – – –
ADIM
638
Alpha DNA Investment Management
Maryland
$43K +$41.3K +375 New
SWP
639
ShoreHaven Wealth Partners
New Jersey
$42K +$40.2K +365 New
HWA
640
Heritage Wealth Advisors
Virginia
$40K – – –
LDFR
641
Lehman & Derafelo Financial Resources
Pennsylvania
$40K – – –
AA
642
Ancora Advisors
Ohio
$37K – – –
IWP
643
IAG Wealth Partners
Wisconsin
$37K – – –
JFA
644
JNBA Financial Advisors
Minnesota
$37K – – –
AWM
645
Avior Wealth Management
Nebraska
$35K +$110 +1 +0.3%
GWMIA
646
Global Wealth Management Investment Advisory
Florida
$35K +$33K +300 New
TPCW
647
TD Private Client Wealth
New York
$31.5K – – –
SQA
648
Simon Quick Advisors
New Jersey
$30K -$211K -1,914 -88%
MCM
649
McMillion Capital Management
North Carolina
$30K +$28.6K +260 New
TAM
650
Tucker Asset Management
Colorado
$30K +$28.4K +258 New
24 25
26
27 28