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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1101
Key Financial Inc
Pennsylvania
$388K +$29.8K +164 +8%
KFG
1102
Kingdom Financial Group
Arizona
$388K -$1.64K -9 -0.4%
ACM
1103
Advance Capital Management
Michigan
$386K +$32.9K +181 +9%
MSFS
1104
Main Street Financial Solutions
Pennsylvania
$386K +$394K +2,168 New
MFIM
1105
Mesirow Financial Investment Management
Illinois
$386K -$4.18K -23 -1%
BZWA
1106
Blue Zone Wealth Advisors
California
$385K +$5.63K +31 +1%
PTC
1107
Philadelphia Trust Company
Pennsylvania
$384K +$14.2K +78 +4%
JWM
1108
JGP Wealth Management
Oregon
$383K +$391K +2,151 New
SM
1109
Sensible Money
Arizona
$382K +$545 +3 +0.1%
KA
1110
Klingman & Associates
New York
$376K +$29.6K +163 +8%
A
1111
Argentarii
Ohio
$376K +$384K +2,113 New
LSWP
1112
Liberty Square Wealth Partners
Pennsylvania
$376K +$369K +2,029 New
CAM
1113
CPA Asset Management
Florida
$370K +$182 +1 +0%
UF
1114
Univest Financial
Pennsylvania
$370K -$13.1K -72 -3%
GKWIM
1115
Gerber Kawasaki Wealth & Investment Management
California
$367K -$44.1K -243 -11%
CCM
1116
Carlson Capital Management
Minnesota
$367K – – –
DWAM
1117
Duncan Williams Asset Management
Tennessee
$366K +$374K +2,058 New
AWM
1118
Aprio Wealth Management
Georgia
$366K +$14.2K +78 +4%
CIA
1119
Cape Investment Advisory
Georgia
$362K -$22.2K -122 -6%
PWM
1120
Provident Wealth Management
Tennessee
$358K – – –
HPC
1121
Hobart Private Capital
North Carolina
$355K – – –
CG
1122
Corundum Group
Colorado
$355K +$126K +694 +53%
WMA
1123
Wealth Management Associates
New Jersey
$355K +$4.9K +27 +1%
CRC
1124
Curi RMB Capital
Illinois
$354K -$36.1K -199 -9%
WPP
1125
Whalerock Point Partners
Rhode Island
$352K – – –
43 44
45
46 47