We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
551
Northwest Capital Management
Oregon
$1.94M +$94.3K +681 +5%
CM
552
Columbus Macro
Pennsylvania
$1.94M +$98.4K +711 +6%
EWA
553
Exencial Wealth Advisors
Oklahoma
$1.92M +$66.6K +481 +4%
USCWA
554
U.S. Capital Wealth Advisors
Texas
$1.92M +$83.5K +603 +5%
AA
555
Ancora Advisors
Ohio
$1.89M +$195K +1,405 +12%
RIM
556
Redwood Investment Management
Arizona
$1.88M +$295K +2,131 +20%
OWM
557
OneAscent Wealth Management
Alabama
$1.87M +$1.76M +12,691 New
AIP
558
Almanack Investment Partners
Pennsylvania
$1.86M +$6.78K +49 +0.4%
FCH
559
Freestone Capital Holdings
Washington
$1.86M +$871K +6,294 +99%
LWM
560
Lionsbridge Wealth Management
Florida
$1.85M -$1.49M -10,753 -46%
TC
561
Telemus Capital
Michigan
$1.84M +$273K +1,971 +19%
NPT
562
National Philanthropic Trust
Pennsylvania
$1.83M +$1.72M +12,458 New
WIA
563
World Investment Advisors
California
$1.83M -$862K -6,225 -33%
VCM
564
Vision Capital Management
Oregon
$1.82M +$1.71M +12,340 New
TFM
565
TFC Financial Management
Massachusetts
$1.81M +$135K +974 +9%
KFGK
566
Keystone Financial Group (Kentucky)
Kentucky
$1.8M -$65.2K -471 -4%
WWP
567
Waypoint Wealth Partners
California
$1.8M
CWP
568
Cyndeo Wealth Partners
Florida
$1.79M +$1.69M +12,186 New
HIM
569
Hanlon Investment Management
New Jersey
$1.79M -$314K -2,265 -16%
PIM
570
Provident Investment Management
Michigan
$1.79M -$136K -982 -7%
9WM
571
9258 Wealth Management
Ohio
$1.77M +$40K +289 +2%
BWM
572
BigSur Wealth Management
Florida
$1.77M
Vontobel Holding
573
Vontobel Holding
Switzerland
$1.75M +$62.3K +450 +4%
DWA
574
Delos Wealth Advisors
Texas
$1.74M +$195K +1,405 +13%
William Blair & Company
575
William Blair & Company
Illinois
$1.74M -$41.9K -303 -3%