QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFG
901
Kelly Financial Group
Connecticut
$898K +$690 +4 +0.1%
SSWM
902
Strait & Sound Wealth Management
California
$891K +$115K +665 +16%
IIM
903
InTrack Investment Management
Vermont
$881K +$832K +4,820 New
WT
904
Washington Trust
Rhode Island
$880K – – –
MCM
905
Mattern Capital Management
Colorado
$873K -$140K -809 -14%
RFW
906
Rainier Family Wealth
Washington
$872K +$93.9K +544 +13%
Squarepoint
907
Squarepoint
New York
$868K +$165K +957 +25%
KWM
908
Kingsview Wealth Management
Oregon
$866K -$119K -690 -13%
AP
909
Americana Partners
Texas
$866K +$817K +4,735 New
EWA
910
Etesian Wealth Advisors
Oregon
$850K +$72K +417 +10%
IWA
911
IBEX Wealth Advisors
New Jersey
$848K +$801K +4,640 New
SPW
912
Sonoma Private Wealth
California
$847K -$1.55K -9 -0.2%
GC
913
GatePass Capital
Ohio
$844K +$270K +1,564 +51%
LGA
914
Lebenthal Global Advisors
New York
$842K -$863 -5 -0.1%
BCM
915
Beck Capital Management
Texas
$841K -$1.9K -11 -0.2%
DWP
916
Destiny Wealth Partners
Florida
$835K -$38.1K -221 -5%
Empower Advisory Group
917
Empower Advisory Group
Colorado
$831K +$356K +2,061 +83%
OC
918
Oppenheimer & Co
New York
$825K -$83.2K -482 -10%
NA
919
Novus Advisors
South Carolina
$822K -$72.7K -421 -9%
FEM
920
Fulcrum Equity Management
Texas
$816K +$34K +197 +5%
Bank Julius Baer & Co
921
Bank Julius Baer & Co
Switzerland
$811K +$173 +1 +0%
TWA
922
Trace Wealth Advisors
California
$811K – – –
RBCM
923
Raub Brock Capital Management
California
$807K +$762K +4,414 New
GIM
924
Goelzer Investment Management
Indiana
$801K +$32.6K +189 +5%
DOA
925
D'Orazio & Associates
Virginia
$791K +$116K +675 +18%