We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
526
Wipfli Financial Advisors
Wisconsin
$680K
RC
527
RegentAtlantic Capital
New Jersey
$678K +$73.8K +522 +13%
NF
528
Nikulski Financial
Iowa
$677K +$110K +780 +20%
TC
529
Telemus Capital
Michigan
$677K +$127K +896 +24%
NIC
530
Northwest Investment Counselors
Oregon
$674K -$45.4K -321 -6%
PWM
531
Paulson Wealth Management
Illinois
$670K
AWM
532
Atticus Wealth Management
Florida
$660K +$640K +4,532 New
BTW
533
Boston Trust Walden
Massachusetts
$659K
SFP
534
Sterling Financial Planning
New Jersey
$658K +$278K +1,969 +77%
TA
535
TKG Advisors
Indiana
$656K +$637K +4,509 New
WWM
536
WJ Wealth Management
Arizona
$653K +$50.2K +355 +9%
MW
537
Marcum Wealth
Ohio
$651K +$242K +1,715 +62%
GFPC
538
Global Financial Private Client
Florida
$647K +$628K +4,447 New
William Blair & Company
539
William Blair & Company
Illinois
$646K +$55.1K +390 +10%
WWM
540
Wolff Wiese Magana
California
$634K +$25.6K +181 +4%
HWM
541
HB Wealth Management
Georgia
$634K +$615K +4,355 New
BL
542
Balentine LLC
Georgia
$627K +$153K +1,083 +34%
BJL
543
Brighton Jones LLC
Washington
$625K +$342K +2,421 +129%
NL
544
NWAM LLC
Washington
$623K -$3.39K -24 -0.6%
FWCM
545
Ferguson Wellman Capital Management
Oregon
$622K
WMS
546
Wealth Management Solutions
Pennsylvania
$618K +$600K +4,247 New
JG
547
Jefferies Group
New York
$618K +$1.55K +11 +0.3%
CWG
548
Crown Wealth Group
North Carolina
$612K +$594K +4,202 New
VIA
549
Vident Investment Advisory
Georgia
$610K +$592K +4,192 New
AIM
550
Anchor Investment Management
South Carolina
$607K +$509K +3,600 +628%