We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
51
Prime Capital Investment Advisors
Kansas
$114M +$34.2M +190,781 +40%
Corient Private Wealth
52
Corient Private Wealth
Florida
$110M -$5.45M -30,446 -5%
UCFA
53
United Capital Financial Advisors
Texas
$108M +$13.8M +77,047 +14%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$108M +$10.1M +56,461 +10%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$108M -$7.66M -42,779 -7%
Two Sigma Investments
56
Two Sigma Investments
New York
$103M +$3.28M +18,300 +3%
BWL
57
Bogart Wealth LLC
Virginia
$102M -$390K -2,176 -0.4%
SMA
58
Sage Mountain Advisors
Georgia
$95.4M -$5.36M -29,914 -5%
DADC
59
D.A. Davidson & Co
Montana
$93.1M +$7.04M +39,347 +8%
OWP
60
Obermeyer Wealth Partners
Colorado
$93.1M +$3.09M +17,241 +3%
KAS
61
Kestra Advisory Services
Texas
$92.6M -$5.22M -29,168 -5%
DWM
62
Dynasty Wealth Management
Florida
$90.9M +$1.4M +7,846 +1%
FFA
63
Fragasso Financial Advisors
Pennsylvania
$90.8M +$23.8M +132,664 +33%
TIAA Trust, National Association
64
TIAA Trust, National Association
North Carolina
$89.1M -$19M -105,915 -17%
UB
65
UMB Bank
Missouri
$89M +$16.2M +90,744 +21%
CAM
66
Cresset Asset Management
Illinois
$88.6M +$272K +1,520 +0.3%
Mariner
67
Mariner
Kansas
$87.7M +$7.94M +44,359 +9%
MFG
68
Merit Financial Group
Georgia
$87.5M +$56.6M +316,297 +161%
CA
69
Clearstead Advisors
Ohio
$86.4M +$1.75M +9,755 +2%
AWS
70
Atria Wealth Solutions
New York
$86M +$2.36M +13,160 +3%
AWM
71
AE Wealth Management
Kansas
$85.3M +$2.17M +12,112 +2%
PAG
72
Private Advisor Group
New Jersey
$84.8M +$5.98M +33,396 +7%
SWA
73
Sax Wealth Advisors
New Jersey
$84.5M +$5.21M +29,088 +6%
JIC
74
Johnson Investment Counsel
Ohio
$84M +$2.56M +14,280 +3%
HFS
75
Howard Financial Services
Texas
$82.8M +$5.33M +29,747 +7%