We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
601
HB Wealth Management
Georgia
$926K – – –
MFWP
602
Mosaic Family Wealth Partners
Missouri
$916K -$32.1K -252 -4%
SS
603
Sunbelt Securities
Texas
$909K +$11.6K +91 +1%
OSAM
604
O'Shaughnessy Asset Management
Connecticut
$908K -$5.6K -44 -0.6%
WT
605
Washington Trust
Rhode Island
$908K – – –
FIM
606
Fernwood Investment Management
Massachusetts
$905K – – –
SC
607
Saiph Capital
New Jersey
$895K +$174K +1,371 +26%
FSA
608
Financial Sense Advisors
California
$889K -$46.9K -369 -5%
BWP
609
Bernardo Wealth Planning
Pennsylvania
$877K -$3.69K -29 -0.4%
LEFP
610
Leading Edge Financial Planning
Tennessee
$871K -$19.6K -154 -2%
LIA
611
LifePlan Investment Advisors
North Carolina
$865K +$816K +6,413 New
TC
612
TownSquare Capital
Utah
$863K -$624K -4,907 -43%
FCH
613
Freestone Capital Holdings
Washington
$861K -$239K -1,878 -23%
NF
614
Nikulski Financial
Iowa
$859K – – –
LWM
615
Lodestone Wealth Management
Washington
$857K -$1.02M -8,035 -56%
OLVIG
616
Oliver Lagore Vanvalin Investment Group
Michigan
$851K +$84.2K +662 +12%
MWM
617
Meridian Wealth Management
Kentucky
$849K +$134K +1,057 +20%
BCWM
618
Bartlett & Co Wealth Management
Ohio
$849K +$564K +4,431 +238%
BC
619
Bartlett & Co
Ohio
$849K +$564K +4,431 +238%
WMR
620
Wealth Management Resources
Rhode Island
$839K +$3.43K +27 +0.4%
MWM
621
Mascoma Wealth Management
New Hampshire
$833K +$33.1K +260 +4%
AWMNH
622
Arcadia Wealth Management (New Hampshire)
New Hampshire
$832K -$67.9K -534 -8%
ACG
623
Allen Capital Group
Nebraska
$823K -$5.34K -42 -0.7%
DWP
624
Destiny Wealth Partners
Florida
$822K – – –
AWC
625
Abundance Wealth Counselors
Pennsylvania
$821K – – –
23 24
25
26 27