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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
801
Kelly Financial Services
Massachusetts
$4.32K – – –
TRCT
802
Tower Research Capital (TRC)
New York
$4K -$211K -1,861 -98%
JHCP
803
Jackson Hole Capital Partners
Oklahoma
$3.88K – – –
CPFP
804
Clear Perspectives Financial Planning
Ohio
$2.85K – – –
SIS
805
Sound Income Strategies
Florida
$2.85K – – –
PA
806
PSI Advisors
Florida
$2.73K – – –
LFA
807
LGT Financial Advisors
Texas
$2.67K +$2.61K +23 New
SC
808
SouthState Corp
Florida
$2.62K – – –
BBPWM
809
Blue Bell Private Wealth Management
Pennsylvania
$2.05K – – –
BSB
810
Bangor Savings Bank
Maine
$2K – – –
VF
811
VitalStone Financial
Texas
$2K +$2.27K +20 New
S
812
SignatureFD
Georgia
$1.59K -$11K -97 -87%
AWM
813
Abound Wealth Management
Tennessee
$1.48K -$67.5K -595 -98%
MAWA
814
Moss Adams Wealth Advisors
Washington
$1.37K +$1.36K +12 New
MFC
815
Morris Financial Concepts
South Carolina
$1.25K – – –
GFWA
816
Grey Fox Wealth Advisors
Delaware
$1.25K +$1.25K +11 New
BCMIO
817
Beacon Capital Management Inc (Ohio)
Ohio
$1.14K +$1.13K +10 New
FRA
818
Front Row Advisors
California
$1K -$5.67K -50 -85%
CMP
819
Coston McIsaac & Partners
Maine
$1K – – –
GWANC
820
Guardian Wealth Advisors (North Carolina)
North Carolina
$912 +$907 +8 New
KIA
821
Kraematon Investment Advisors
Massachusetts
$741 +$794 +7 New
WOSD
822
WFA of San Diego
California
$570 +$567 +5 New
OLVIG
823
Oliver Lagore Vanvalin Investment Group
Michigan
$342 – – –
WIM
824
Westside Investment Management
California
$31 – – –
PS
825
Portfolio Strategies
New York
– -$20.7M -200,602 Closed
31 32
33
34 35