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iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1351
Mowery & Schoenfeld Wealth Management
Illinois
$4.84K +$4.68K +27 New
PFM
1352
Phillips Financial Management
Indiana
$4.34K – – –
MFC
1353
Morris Financial Concepts
South Carolina
$3.77K +$1.73K +10 +91%
VF
1354
VitalStone Financial
Texas
$3.59K – – –
FG
1355
Fairman Group
Pennsylvania
$3.41K – – –
LIS
1356
Legacy Investment Solutions
Idaho
$3.31K +$3.12K +18 New
LWMI
1357
Legacy Wealth Management (Idaho)
Idaho
$3.31K +$3.12K +18 New
CJ
1358
Caitlin John
Michigan
$3.31K – – –
EWP
1359
Elevation Wealth Partners
California
$3.09K – – –
SL
1360
Salomon & Ludwin
Virginia
$2.87K – – –
JHCP
1361
Jackson Hole Capital Partners
Oklahoma
$2.69K – – –
PWMG
1362
Prestige Wealth Management Group
New Jersey
$2.69K – – –
FPF
1363
First Pacific Financial
Washington
$2.51K – – –
RMC
1364
Resources Management Corp
Connecticut
$2K – – –
ITIM
1365
Indiana Trust & Investment Management
Indiana
$1.97K +$1.91K +11 New
SRCM
1366
Signature Resources Capital Management
California
$1.79K – – –
FRA
1367
Front Row Advisors
California
$1.61K – – –
GWANC
1368
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.43K – – –
FP
1369
Financial Perspectives
Minnesota
$1.25K – – –
CMP
1370
Coston McIsaac & Partners
Maine
$1K – – –
EA
1371
Evolution Advisers
Virginia
$1K +$1.73K +10 New
AIC
1372
Archer Investment Corporation
Indiana
$941 -$1.04K -6 -55%
QAM
1373
Q3 Asset Management
Michigan
– -$16.3M -95,727 Closed
NAM
1374
Nissay Asset Management
Japan
– -$12.2M -71,158 Closed
OFS
1375
OneAscent Financial Services
Alabama
– -$4.45M -26,058 Closed
53 54
55
56 57