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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
826
Beaird Harris Wealth Management
Texas
$4K – – –
JHCP
827
Jackson Hole Capital Partners
Oklahoma
$4K – – –
OLVIG
828
Oliver Lagore Vanvalin Investment Group
Michigan
$4K – – –
CPFP
829
Clear Perspectives Financial Planning
Ohio
$3K – – –
PA
830
PSI Advisors
Florida
$3K – – –
SIS
831
Sound Income Strategies
Florida
$3K +$3.05K +25 New
GI
832
Gradient Investments
Minnesota
$3K +$3.17K +26 New
BBPWM
833
Blue Bell Private Wealth Management
Pennsylvania
$2K – – –
ACA
834
Aptus Capital Advisors
Alabama
$1K – – –
FMP
835
Financial Management Professionals
Texas
$1K – – –
WOSD
836
WFA of San Diego
California
$1K +$610 +5 New
KFAA
837
Klaas Financial Asset Advisors
Illinois
$1K +$1.1K +9 New
MFC
838
Morris Financial Concepts
South Carolina
$1K +$1.34K +11 New
WIM
839
Westside Investment Management
California
$30 – – –
SEM
840
Strategic Equity Management
Arizona
– -$9.41M -69,925 Closed
WAS
841
Wealth Advisory Solutions
Indiana
– -$8.45M -62,791 Closed
SWM
842
Scissortail Wealth Management
Oklahoma
– -$4.71M -37,411 Closed
FCA
843
FinTrust Capital Advisors
South Carolina
– -$2.12M -15,745 Closed
BCP
844
Blackhawk Capital Partners
Wisconsin
– -$1.81M -13,478 Closed
BT
845
Brandywine Trust
Delaware
– -$1.17M -8,669 Closed
FT
846
Fiduciary Trust
Massachusetts
– -$888K -6,599 Closed
LAS
847
Lloyd Advisory Services
Georgia
– -$870K -6,463 Closed
AR
848
Apeiron RIA
Texas
– -$768K -5,751 Closed
SIM
849
Studio Investment Management
Illinois
– -$721K -5,353 Closed
AA
850
Advisory Alpha
Michigan
– -$684K -5,079 Closed
32 33
34
35 36