We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WBG
26
Wharton Business Group
Pennsylvania
$178M -$4.42M -34,709 -3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$157M +$14.1M +110,594 +10%
IWC
28
Integrated Wealth Concepts
Massachusetts
$143M +$25.5M +200,662 +23%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$139M +$8.11M +63,733 +7%
SC
30
Savant Capital
Illinois
$132M +$10.7M +83,826 +9%
RJA
31
Raymond James & Associates
Florida
$123M +$7.63M +60,018 +7%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$122M +$3.69M +29,009 +3%
PI
33
PFS Investments
Georgia
$121M +$15.9M +124,641 +16%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$110M +$1.47M +11,524 +1%
Corient Private Wealth
35
Corient Private Wealth
Florida
$100M +$2.36M +18,551 +3%
SFG
36
SNS Financial Group
Minnesota
$93.8M -$1.84M -14,450 -2%
JC
37
JB Capital
Connecticut
$92.4M +$4.32M +33,972 +5%
BL
38
Balentine LLC
Georgia
$91.5M -$2.69M -21,178 -3%
OIA
39
OneDigital Investment Advisors
Kansas
$91.5M +$8.52M +66,961 +11%
HighTower Advisors
40
HighTower Advisors
Illinois
$88.6M +$5.38M +42,274 +7%
AWM
41
AE Wealth Management
Kansas
$88.4M +$29.5M +231,830 +55%
GFS
42
GYL Financial Synergies
Connecticut
$88.2M +$46.7K +367 +0.1%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$86.2M +$38.8M +305,283 +91%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$83.9M +$14.5M +113,963 +22%
PA
45
Parallel Advisors
California
$82.8M +$72.4M +568,853 +1,267%
TF
46
TIAA FSB
Florida
$82.6M +$14.2M +111,926 +22%
Franklin Resources
47
Franklin Resources
California
$80M +$49.6M +389,895 +192%
EWM
48
Empirical Wealth Management
Washington
$77.1M +$4.97M +39,070 +7%
WP
49
WealthSource Partners
California
$72.8M -$333K -2,620 -0.5%
SMA
50
Sage Mountain Advisors
Georgia
$70.6M -$889K -6,987 -1%