We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
26
Baker Avenue Asset Management
California
$11M -$929K -14,914 -8%
FDCC
27
Foster Dykema Cabot & Co
Massachusetts
$10.9M +$117K +1,872 +1%
MBT
28
Montecito Bank & Trust
California
$10.6M +$4.9M +78,624 +94%
BII
29
Bainco International Investors
Massachusetts
$9.99M +$257K +4,123 +3%
CCMG
30
Clark Capital Management Group
Pennsylvania
$9.51M +$9.02M +144,889 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$8.2M +$2.77M +44,423 +55%
LPL Financial
32
LPL Financial
California
$8.12M +$3.6M +57,830 +87%
IA
33
IFP Advisors
Florida
$7.81M +$5.27M +84,596 +2,312%
WDL
34
Well Done LLC
Michigan
$7.09M +$6.44M +103,498 +2,243%
TFO
35
Tarbox Family Office
California
$6.99M +$874K +14,043 +15%
HI
36
Horizon Investments
North Carolina
$6.97M +$6.61M +106,216 New
FFS
37
Founders Financial Securities
Maryland
$6.86M +$6.51M +104,528 New
VSWA
38
Vontobel Swiss Wealth Advisors
Switzerland
$6.4M +$1.37M +22,011 +29%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$6.15M +$732K +11,754 +14%
C
40
CFO4Life
Texas
$4.99M +$2.66M +42,782 +129%
BT
41
Beacon Trust
New Jersey
$4.26M +$49.2K +790 +1%
Stifel Financial
42
Stifel Financial
Missouri
$4.23M +$718K +11,534 +22%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.96M +$3.54M +56,837 +1,679%
CWM
44
Cabot Wealth Management
Massachusetts
$3.8M +$3.6M +57,852 New
Goldman Sachs
45
Goldman Sachs
New York
$3.65M +$3.47M +55,682 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$3.28M +$3.11M +50,006 New
GWM
47
Geneos Wealth Management
Colorado
$3.27M +$3.08M +49,387 New
VWM
48
Venturi Wealth Management
Texas
$2.78M +$2.64M +42,406 New
SIM
49
SSI Investment Management
California
$2.14M +$2.03M +32,568 New
EWM
50
Elite Wealth Management
Washington
$2.13M +$1.69M +27,160 +520%