We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
801
Kohmann Bosshard Financial Services
Ohio
$300K +$283K +2,226 New
YIH
802
Y-Intercept (HK)
Hong Kong
$298K -$746K -5,867 -73%
MIM
803
Marco Investment Management
Georgia
$296K
IBOK
804
Independence Bank of Kentucky
Kentucky
$289K
JGIA
805
Jackson Grant Investment Advisers
Connecticut
$286K +$763 +6 +0.3%
FWM
806
Fairhaven Wealth Management
Illinois
$284K +$268K +2,104 New
LA
807
Latitude Advisors
Florida
$284K -$5.6K -44 -2%
KA
808
Kovack Advisors
Florida
$283K +$267K +2,100 New
SM
809
Sensible Money
Arizona
$283K
PFT
810
Providence First Trust
Arizona
$281K +$265K +2,080 New
NAS
811
NWF Advisory Services
California
$279K
W
812
Wealthquest
Ohio
$275K -$53.9K -424 -17%
PP
813
Prosperity Planning
Missouri
$274K +$18.1K +142 +8%
Fayez Sarofim & Co
814
Fayez Sarofim & Co
Texas
$274K +$258K +2,029 New
HTHT
815
Hemenway Trust Hemenway Trust
New Hampshire
$271K +$33.1K +260 +15%
CIA
816
Cape Investment Advisory
Georgia
$270K +$26.5K +208 +12%
IAA
817
Ironsides Asset Advisors
North Carolina
$270K
OPWM
818
Oxinas Partners Wealth Management
Indiana
$268K -$7.76K -61 -3%
CS
819
Credit Suisse
Switzerland
$268K +$252K +1,985 New
WPP
820
Whalerock Point Partners
Rhode Island
$266K +$251K +1,975 New
TCOV
821
Trust Company of Vermont
Vermont
$265K
CAM
822
Crestone Asset Management
Colorado
$264K -$28.4K -223 -10%
MA
823
Montag & Associates
Georgia
$263K
CW
824
Connectus Wealth
Ohio
$262K +$247K +1,942 New
TA
825
TKG Advisors
Indiana
$261K +$247K +1,938 New