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
NP
726
NorthRock Partners
Minnesota
$1.67M -$513K -2,822 -23%
AW
727
Alteri Wealth
California
$1.66M +$1.7M +9,339 New
LMKC
728
L.M. Kohn & Company
Ohio
$1.64M +$499K +2,749 +43%
KIA
729
KCM Investment Advisors
California
$1.64M -$2.73K -15 -0.2%
UBP
730
Union Bancaire Privee
Switzerland
$1.63M +$1.66M +9,129 New
VA
731
Valmark Advisers
Ohio
$1.63M +$32.5K +179 +2%
KWA
732
Kingswood Wealth Advisors
California
$1.63M +$199K +1,097 +14%
DE
733
Diversified Enterprises
Delaware
$1.62M -$36.9K -203 -2%
NRC
734
New Republic Capital
North Carolina
$1.62M +$67K +369 +4%
FPAS
735
Focus Partners Advisor Solutions
Missouri
$1.6M +$507K +2,792 +45%
AWMNH
736
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.59M +$40.9K +225 +3%
MWM
737
Mattern Wealth Management
Kansas
$1.59M -$45K -248 -3%
JBA
738
Johnson Bixby & Associates
Washington
$1.59M -$60.9K -335 -4%
CAG
739
Curtis Advisory Group
California
$1.58M +$63.6K +350 +4%
OC
740
Oppenheimer & Co
New York
$1.58M +$56.3K +310 +4%
NWMP
741
Noble Wealth Management PBC
Colorado
$1.58M +$1.61M +8,854 New
RFA
742
Resurgent Financial Advisors
Georgia
$1.56M +$196K +1,080 +14%
FCBT
743
First Citizens Bank & Trust
North Carolina
$1.55M -$455K -2,503 -22%
UWM
744
USAdvisors Wealth Management
Minnesota
$1.55M +$13.4K +74 +0.9%
RPGNY
745
Retirement Planning Group (New York)
New York
$1.55M +$1.58M +8,705 New
RPGK
746
Retirement Planning Group (Kansas)
Kansas
$1.55M -$12.5K -69 -0.8%
TIM
747
Tortoise Investment Management
New York
$1.55M +$65.4K +360 +4%
CP
748
Clarendon Private
Massachusetts
$1.53M +$1.56M +8,605 New
FI
749
FWG Investments
Kentucky
$1.52M +$362K +1,994 +30%
IAN
750
Integrated Advisors Network
Texas
$1.51M +$102K +561 +7%
28 29
30
31 32