We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Partners Capital Investment Group
476
Partners Capital Investment Group
Massachusetts
$944K +$238K +1,687 +35%
Evergreen Capital Management
477
Evergreen Capital Management
Washington
$943K +$1.13K +8 +0.1%
D
478
Diversified
Delaware
$939K -$227K -1,608 -20%
SS
479
Sunbelt Securities
Texas
$929K +$206K +1,455 +26%
FPGK
480
Financial Partners Group (Kansas)
Kansas
$925K +$423K +2,995 +78%
TWM
481
Tolleson Wealth Management
Texas
$912K – – –
VWA
482
Visionary Wealth Advisors
Illinois
$908K +$37.2K +263 +4%
Tiedemann Advisors
483
Tiedemann Advisors
New York
$898K +$872K +6,169 New
LAS
484
Lloyd Advisory Services
Georgia
$890K +$665K +4,704 +333%
CCA
485
Clearwater Capital Advisors
Illinois
$888K -$6.08K -43 -0.7%
Oppenheimer & Co
486
Oppenheimer & Co
New York
$887K +$78.4K +555 +10%
RCG
487
Regatta Capital Group
California
$887K +$861K +6,091 New
MWM
488
Mascoma Wealth Management
New Hampshire
$885K +$85.5K +605 +11%
AR
489
Apeiron RIA
Texas
$877K +$851K +6,025 New
RFG Advisory
490
RFG Advisory
Alabama
$871K +$61.2K +433 +8%
Larson Financial Group
491
Larson Financial Group
Missouri
$866K +$5.37K +38 +0.6%
CAAS
492
Capital Asset Advisory Services
Michigan
$864K -$63.9K -452 -7%
AWC
493
Abundance Wealth Counselors
Pennsylvania
$852K -$208K -1,472 -20%
U.S. Capital Wealth Advisors
494
U.S. Capital Wealth Advisors
Texas
$852K +$254K +1,799 +44%
LC
495
Lavaca Capital
Texas
$834K +$8.2K +58 +1%
SHJ
496
Sharkey, Howes & Javer
Colorado
$825K -$104K -733 -11%
CWA
497
Centennial Wealth Advisory
Michigan
$824K +$87.2K +617 +12%
BCM
498
Beck Capital Management
Texas
$817K -$39.1K -277 -5%
Buckingham Strategic Wealth
499
Buckingham Strategic Wealth
Missouri
$813K +$15.1K +107 +2%
PPW
500
Pasadena Private Wealth
California
$809K +$103K +732 +15%