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
OWA
826
Octavia Wealth Advisors
Ohio
$261K +$2.04K +16 +0.8%
AWA
827
Arkadios Wealth Advisors
Georgia
$260K +$14.6K +115 +6%
CBFP
828
Cedar Brook Financial Partners
Ohio
$260K -$17.7K -139 -7%
FIM
829
Freedom Investment Management
Connecticut
$259K -$18.4K -145 -7%
IAA
830
Independent Advisor Alliance
North Carolina
$258K – – –
FTS
831
Fifth Third Securities
Ohio
$256K – – –
HWA
832
HHM Wealth Advisors
Tennessee
$256K +$224K +1,760 +1,304%
AC
833
Avestar Capital
New York
$255K +$241K +1,894 New
CIR
834
Clear Investment Research
Georgia
$255K -$7.12K -56 -3%
KFI
835
Key Financial Inc
Pennsylvania
$251K +$31K +244 +15%
CFA
836
CWS Financial Advisors
Michigan
$251K – – –
GPA
837
Guerra Pan Advisors
New Jersey
$251K -$24.4K -192 -9%
FMWA
838
Forvis Mazars Wealth Advisors
Missouri
$247K – – –
CW
839
Channel Wealth
California
$246K +$232K +1,824 New
SC
840
Solstein Capital
California
$245K – – –
CG
841
Colony Group
Massachusetts
$245K +$254 +2 +0.1%
AWA
842
Authentikos Wealth Advisory
California
$244K +$230K +1,810 New
SAM
843
Strategy Asset Managers
California
$244K +$230K +1,809 New
SIA
844
Schechter Investment Advisors
Michigan
$243K – – –
SYBT
845
Stock Yards Bank & Trust
Kentucky
$243K – – –
CB
846
Cadence Bank
Mississippi
$240K -$19.5K -153 -8%
EP
847
Eudaimonia Partners
Tennessee
$239K +$226K +1,775 New
TLFA
848
True Link Financial Advisors
California
$239K – – –
GP
849
Girard Partners
Pennsylvania
$238K +$763 +6 +0.3%
CIA
850
Capital Investment Advisors
Georgia
$234K +$221K +1,738 New
32 33
34
35 36