We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
651
Sovereign Financial Group
Connecticut
$2.42M +$34.9K +202 +2%
VPF
652
Vantage Point Financial
Illinois
$2.41M +$285K +1,653 +14%
Journey Strategic Wealth
653
Journey Strategic Wealth
New Jersey
$2.41M +$434K +2,515 +24%
MA
654
MKT Advisors
California
$2.41M +$169K +980 +8%
Chicago Partners Investment Group
655
Chicago Partners Investment Group
Illinois
$2.4M -$38.3K -222 -2%
AIP
656
Almanack Investment Partners
Pennsylvania
$2.38M +$48K +278 +2%
YWM
657
Yukon Wealth Management
Kansas
$2.36M +$164K +952 +8%
MHB
658
Midwest Heritage Bank
Iowa
$2.35M +$413K +2,395 +23%
RCM
659
Raleigh Capital Management
North Carolina
$2.24M +$33.3K +193 +2%
ATC
660
Argent Trust Co
Tennessee
$2.23M +$31.8K +184 +2%
LSA
661
Lion Street Advisors
Texas
$2.23M -$177K -1,025 -8%
OAS
662
Optivise Advisory Services
Tennessee
$2.23M – – –
SCM
663
Sheridan Capital Management
California
$2.23M +$1.03K +6 +0%
HCM
664
Hicks Capital Management
Ohio
$2.23M +$36.4K +211 +2%
TWP
665
Tempus Wealth Planning
California
$2.22M +$340K +1,971 +19%
BWM
666
BigSur Wealth Management
Florida
$2.19M – – –
HWA
667
Heritage Wealth Architects
Minnesota
$2.19M +$2.93K +17 +0.1%
TFM
668
TFC Financial Management
Massachusetts
$2.18M +$242K +1,400 +13%
MFS
669
Mattson Financial Services
Michigan
$2.13M -$117K -680 -6%
ECA
670
Elevated Capital Advisors
Utah
$2.13M – – –
TP
671
Tranquility Partners
Tennessee
$2.12M +$32.8K +190 +2%
EA
672
Everpar Advisors
Oklahoma
$2.12M +$526K +3,045 +36%
HFRG
673
Houlihan Financial Resource Group
Virginia
$2.12M +$1.99M +11,535 New
YIA
674
YHB Investment Advisors
Connecticut
$2.08M +$613K +3,550 +45%
WCM
675
WealthTrak Capital Management
Virginia
$2.07M +$351K +2,036 +22%