We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
901
Synergy Asset Management
Washington
$210K +$218K +1,593 New
HR
902
Howe & Rusling
New York
$210K +$95.2K +697 +78%
STA
903
Summit Trail Advisors
New York
$209K +$215K +1,577 New
OCM
904
Orion Capital Management
California
$207K – – –
TVAMP
905
Tennessee Valley Asset Management Partners
Tennessee
$206K -$6.42K -47 -3%
PP
906
Prosperity Planning
Missouri
$205K -$64.7K -474 -23%
FRA
907
Frank Rimerman Advisors
California
$204K – – –
MA
908
MBA Advisors
Pennsylvania
$204K -$199K -1,457 -48%
ACS
909
Archford Capital Strategies
Illinois
$203K -$137 -1 -0.1%
NCM
910
Northside Capital Management
Oregon
$202K – – –
CWM
911
Calamos Wealth Management
Illinois
$202K – – –
AC
912
AWM Capital
Arizona
$201K +$208K +1,523 New
WTG
913
West Tower Group
Virginia
$187K +$194K +1,422 New
CTA
914
Colonial Trust Advisors
South Carolina
$186K – – –
BWP
915
Baldwin Wealth Partners
Massachusetts
$183K – – –
HPC
916
HM Payson & Co
Maine
$181K +$28K +205 +18%
BSB
917
Bangor Savings Bank
Maine
$177K – – –
Bessemer Group
918
Bessemer Group
New Jersey
$172K +$84.7K +620 +91%
PPC
919
Park Place Capital
Alabama
$172K -$15K -110 -8%
SFC
920
SYM Financial Corp
Indiana
$171K +$4.64K +34 +3%
CSPIA
921
Cary Street Partners Investment Advisory
Virginia
$167K +$84.9K +622 +96%
SOS
922
Silver Oak Securities
Tennessee
$164K -$224K -1,643 -57%
EWM
923
Evermay Wealth Management
Virginia
$162K – – –
ZB
924
Zions Bancorporation
Utah
$161K +$167K +1,221 New
BCMLT
925
Beacon Capital Management LLC (Tennessee)
Tennessee
$160K – – –