We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
901
Strait & Sound Wealth Management
California
$891K +$115K +665 +16%
IIM
902
InTrack Investment Management
Vermont
$881K +$832K +4,820 New
WT
903
Washington Trust
Rhode Island
$880K
MCM
904
Mattern Capital Management
Colorado
$873K -$140K -809 -14%
RFW
905
Rainier Family Wealth
Washington
$872K +$93.9K +544 +13%
Squarepoint
906
Squarepoint
New York
$868K +$165K +957 +25%
KWM
907
Kingsview Wealth Management
Oregon
$866K -$119K -690 -13%
AP
908
Americana Partners
Texas
$866K +$817K +4,735 New
EWA
909
Etesian Wealth Advisors
Oregon
$850K +$72K +417 +10%
IWA
910
IBEX Wealth Advisors
New Jersey
$848K +$801K +4,640 New
SPW
911
Sonoma Private Wealth
California
$847K -$1.55K -9 -0.2%
GC
912
GatePass Capital
Ohio
$844K +$270K +1,564 +51%
LGA
913
Lebenthal Global Advisors
New York
$842K -$863 -5 -0.1%
BCM
914
Beck Capital Management
Texas
$841K -$1.9K -11 -0.2%
DWP
915
Destiny Wealth Partners
Florida
$835K -$38.1K -221 -5%
Empower Advisory Group
916
Empower Advisory Group
Colorado
$831K +$356K +2,061 +83%
OC
917
Oppenheimer & Co
New York
$825K -$83.2K -482 -10%
NA
918
Novus Advisors
South Carolina
$822K -$72.7K -421 -9%
FEM
919
Fulcrum Equity Management
Texas
$816K +$34K +197 +5%
Bank Julius Baer & Co
920
Bank Julius Baer & Co
Switzerland
$811K +$173 +1 +0%
TWA
921
Trace Wealth Advisors
California
$811K
RBCM
922
Raub Brock Capital Management
California
$807K +$762K +4,414 New
GIM
923
Goelzer Investment Management
Indiana
$801K +$32.6K +189 +5%
DOA
924
D'Orazio & Associates
Virginia
$791K +$116K +675 +18%
IAIM
925
International Assets Investment Management
Florida
$787K +$110K +640 +17%