We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$119M +$4.57M +33,238 +4%
B
27
Barings
North Carolina
$90M +$92.7M +674,084 +7,402%
RJA
28
Raymond James & Associates
Florida
$88.5M -$14.8M -107,845 -14%
TC
29
Trilogy Capital
California
$87.6M -$2.83M -20,554 -3%
IWC
30
Integrated Wealth Concepts
Massachusetts
$86M +$2.97M +21,589 +3%
MWM
31
Merriman Wealth Management
Washington
$85.9M -$436K -3,170 -0.5%
SMA
32
Sage Mountain Advisors
Georgia
$84.6M +$10.5M +76,211 +13%
HighTower Advisors
33
HighTower Advisors
Illinois
$79.7M +$674K +4,902 +0.8%
SFG
34
SNS Financial Group
Minnesota
$78.8M +$14.7M +106,672 +22%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$78.7M +$10.9M +78,932 +15%
Stifel Financial
36
Stifel Financial
Missouri
$78.2M +$71.2M +517,864 +686%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$76.1M -$10.9M -79,469 -12%
SC
38
Savant Capital
Illinois
$73.1M +$6.5M +47,260 +9%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$71.8M -$12.1M -87,981 -14%
JP Morgan Chase
40
JP Morgan Chase
New York
$70.7M +$15.4M +111,715 +26%
TWM
41
Tanglewood Wealth Management
Texas
$70.3M +$21.1M +153,419 +40%
BDF
42
Balasa Dinverno & Foltz
$68.2M +$2.07M +15,058 +3%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$67M +$14.7M +106,813 +27%
1WM
44
1900 Wealth Management
Texas
$64.7M +$1.66M +12,101 +3%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$64.5M +$11.3M +82,346 +20%
WA
46
Waddell & Associates
Tennessee
$61.3M +$120K +871 +0.2%
US Bancorp
47
US Bancorp
Minnesota
$60M -$2.44M -17,772 -4%
AWS
48
AJ Wealth Strategies
New York
$56.9M +$3.57M +25,954 +6%
JIC
49
Johnson Investment Counsel
Ohio
$54.7M +$1.23M +8,915 +2%
DADC
50
D.A. Davidson & Co
Montana
$53.8M +$841K +6,115 +2%