We are live on ! Find out more
GARP

iShares MSCI USA Quality GARP ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$445K -$118K -1,755 -21%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$445K +$165K +2,456 +63%
KIM
78
Kane Investment Management
California
$427K +$13.5K +201 +3%
Corient Private Wealth
79
Corient Private Wealth
Florida
$409K +$404K +6,000 New
Bank of New York Mellon
80
Bank of New York Mellon
New York
$404K +$399K +5,930 New
Creative Planning
81
Creative Planning
Kansas
$392K +$404 +6 +0.1%
GS
82
GWN Securities
Florida
$376K -$6.6K -98 -2%
CAG
83
Csenge Advisory Group
Florida
$336K
TDB
84
Thompson David Blair
$328K +$324K +4,818 New
AQR Capital Management
85
AQR Capital Management
Connecticut
$306K +$302K +4,487 New
JP Morgan Chase
86
JP Morgan Chase
New York
$295K +$147K +2,189 +102%
PFS
87
Prospera Financial Services
Texas
$281K +$278K +4,127 New
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$281K +$278K +4,125 New
FPAS
89
Focus Partners Advisor Solutions
Missouri
$275K +$272K +4,043 New
DADC
90
D.A. Davidson & Co
Montana
$264K -$5.39K -80 -2%
KCFA
91
Key Client Fiduciary Advisors
New Jersey
$254K +$251K +3,725 New
RMC
92
Ring Mountain Capital
California
$223K +$471 +7 +0.2%
GRP
93
Global Retirement Partners
California
$215K +$26.1K +387 +14%
TI
94
Trexquant Investment
Connecticut
$211K +$209K +3,103 New
NA
95
NewEdge Advisors
Louisiana
$167K +$73.6K +1,093 +81%
WWMSC
96
Wagner Wealth Management (South Carolina)
South Carolina
$156K
UBS Group
97
UBS Group
Switzerland
$152K +$67.1K +996 +80%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$126K +$15.8K +235 +15%
CFP
99
Comprehensive Financial Planning
Pennsylvania
$124K +$122K +1,816 New
Wells Fargo
100
Wells Fargo
California
$113K +$28.2K +419 +34%