We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
551
Anchor Investment Management
South Carolina
$447K -$18.9K -155 -4%
CA
552
Continuum Advisory
Idaho
$446K +$122 +1 +0%
BOPW
553
Brandywine Oak Private Wealth
Pennsylvania
$444K -$7.44K -61 -2%
VWA
554
V Wealth Advisors
Kansas
$442K +$89.4K +733 +23%
SWM
555
Selective Wealth Management
Virginia
$439K +$344K +2,817 +253%
PCA
556
Pallas Capital Advisors
Massachusetts
$439K +$455K +3,731 New
NIC
557
Northwest Investment Counselors
Oregon
$435K -$53K -434 -10%
YWS
558
Yarger Wealth Strategies
Ohio
$426K +$88.7K +727 +25%
EWA
559
EP Wealth Advisors
California
$419K -$144K -1,181 -24%
TCWM
560
Total Clarity Wealth Management
Illinois
$417K
BJL
561
Brighton Jones LLC
Washington
$414K -$90.3K -740 -17%
CAAS
562
Capital Asset Advisory Services
Michigan
$413K -$216K -1,771 -32%
Kovitz Investment Group Partners
563
Kovitz Investment Group Partners
Illinois
$413K -$19.4K -159 -4%
FDCC
564
Foster Dykema Cabot & Co
Massachusetts
$413K
PWA
565
Physician Wealth Advisors
Utah
$413K +$59.4K +487 +17%
IA
566
IFG Advisory
Georgia
$411K -$48.4K -397 -10%
CWC
567
Carolinas Wealth Consulting
North Carolina
$409K -$45.1K -370 -9%
G
568
GenTrust
Florida
$406K
SW
569
Solidarity Wealth
Utah
$404K -$3.66K -30 -0.9%
SCP
570
Syntal Capital Partners
Texas
$402K +$439K +3,596 New
FWCM
571
Ferguson Wellman Capital Management
Oregon
$400K -$84.2K -690 -16%
PP
572
Prudential plc
United Kingdom
$400K -$2.44K -20 -0.6%
CW
573
Cook Wealth
North Carolina
$399K +$398K +3,265 New
SFA
574
Sequoia Financial Advisors
Ohio
$395K +$60K +492 +16%
CFG
575
Cooper Financial Group
California
$395K +$432K +3,538 New