We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
751
Ardent Capital Management
Ohio
$1.37M -$131K -625 -9%
GGS
752
Galvin Gaustad & Stein
Arizona
$1.37M +$33.6K +160 +3%
GT
753
Glenview Trust
Kentucky
$1.36M -$105K -502 -7%
PPW
754
Pasadena Private Wealth
California
$1.36M +$203K +969 +19%
PCM
755
Parsons Capital Management
Rhode Island
$1.36M -$112K -535 -8%
AWMS
756
Advocacy Wealth Management Services
Georgia
$1.35M -$83M -396,000 -98%
HFA
757
Hershey Financial Advisers
Pennsylvania
$1.35M +$1.29M +6,135 New
RFP
758
RCS Financial Planning
Maryland
$1.34M -$302K -1,442 -19%
YP
759
YANKCOM Partnership
South Dakota
$1.32M – – –
AIS
760
Accredited Investor Services
Minnesota
$1.32M +$15.7K +75 +1%
OC
761
Oppenheimer & Co
New York
$1.31M -$494K -2,357 -28%
FT
762
Fiduciary Trust
Massachusetts
$1.31M -$76.5K -365 -6%
PWM
763
Pines Wealth Management
North Carolina
$1.3M +$36.5K +174 +3%
EWA
764
EverSource Wealth Advisors
Alabama
$1.3M -$1.44M -6,889 -54%
TFO
765
Tarbox Family Office
California
$1.3M – – –
SFC
766
Strategic Financial Concepts
Texas
$1.29M +$525K +2,502 +74%
Vanguard Personalized Indexing Management
767
Vanguard Personalized Indexing Management
California
$1.29M – – –
BP
768
Ballentine Partners
Massachusetts
$1.29M -$347K -1,653 -22%
VWA
769
Visionary Wealth Advisors
Illinois
$1.29M -$36.3K -173 -3%
CWM
770
Calamos Wealth Management
Illinois
$1.28M +$196K +935 +19%
SPW
771
Surience Private Wealth
Washington
$1.28M +$1.23M +5,845 New
FFA
772
Florida Financial Advisors
Florida
$1.28M +$196K +935 +19%
FCBT
773
First Citizens Bank & Trust
North Carolina
$1.28M -$221K -1,053 -15%
SA
774
Seneschal Advisors
Washington
$1.27M -$56.2K -268 -4%
RBCM
775
Raub Brock Capital Management
California
$1.27M +$28.7K +137 +2%