We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FGC
851
Financial Gravity Companies
Texas
$854K +$826K +4,763 New
OWM
852
OneAscent Wealth Management
Alabama
$849K +$147K +847 +22%
MCA
853
MSH Capital Advisors
Arizona
$849K +$287K +1,654 +54%
SPW
854
Sonoma Private Wealth
California
$846K +$53.2K +307 +7%
CF
855
Clarity Financial
Texas
$844K +$274K +1,580 +51%
GWMR
856
GC Wealth Management RIA
Massachusetts
$840K +$35.9K +207 +5%
GVAG
857
Great Valley Advisor Group
Delaware
$832K -$13.5K -78 -2%
EAM
858
Empirical Asset Management
Massachusetts
$830K +$173K +1,000 +28%
CIBC Private Wealth Group
859
CIBC Private Wealth Group
Georgia
$822K -$240K -1,385 -23%
CIS
860
Custom Index Systems
New York
$817K +$283K +1,633 +56%
FNWA
861
Financial Network Wealth Advisors
Utah
$816K +$135K +776 +21%
DWP
862
Destiny Wealth Partners
Florida
$812K -$79.8K -460 -9%
SFSG
863
Sound Financial Strategies Group
Mississippi
$811K -$9.19K -53 -1%
LWA
864
Lantern Wealth Advisors
New York
$807K +$64.2K +370 +9%
EP
865
Edgestream Partners
New Jersey
$806K -$36.1K -208 -4%
LGA
866
Lebenthal Global Advisors
New York
$806K +$400K +2,305 +105%
ACM
867
Advisors Capital Management
New Jersey
$797K +$165K +951 +27%
FFWA
868
FRG Family Wealth Advisors
Washington
$797K +$102K +590 +15%
FSA
869
Financial Sense Advisors
California
$795K +$21.7K +125 +3%
AFO
870
Allie Family Office
Florida
$781K
EWS
871
Evergreen Wealth Solutions
Pennsylvania
$772K +$304K +1,751 +69%
LNB
872
Ledyard National Bank
$766K -$27.9K -161 -4%
DIM
873
DLK Investment Management
California
$764K +$56K +323 +8%
PWM
874
Paulson Wealth Management
Illinois
$757K
AA
875
Advisory Alpha
Michigan
$757K +$116K +667 +19%