QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FB
951
Fulton Bank
Pennsylvania
$706K +$252K +1,460 +61%
FA
952
Fortis Advisors
Pennsylvania
$704K -$59K -342 -8%
OWA
953
Octavia Wealth Advisors
Ohio
$703K +$36.6K +212 +6%
BP
954
Ballentine Partners
Massachusetts
$702K – – –
NCM
955
NCM Capital Management
New Jersey
$702K – – –
4WM
956
4J Wealth Management
Virginia
$696K -$8.8K -51 -1%
PP
957
Prudential plc
United Kingdom
$690K -$777K -4,500 -54%
CB
958
Commerce Bank
Missouri
$687K -$47.5K -275 -7%
GWA
959
Genesis Wealth Advisors
Massachusetts
$687K -$112K -649 -15%
AFO
960
Allie Family Office
Florida
$687K – – –
Susquehanna International Group
961
Susquehanna International Group
Pennsylvania
$686K -$42.7M -247,640 -99%
CSPIA
962
Cary Street Partners Investment Advisory
Virginia
$682K +$24.2K +140 +4%
CAI
963
Capital Advisors Inc
Oklahoma
$676K +$638K +3,698 New
FCM
964
Firestone Capital Management
Florida
$674K +$1.21K +7 +0.2%
MAWA
965
Moss Adams Wealth Advisors
Washington
$674K – – –
CIC
966
Chilton Investment Company
Connecticut
$668K -$2.52M -14,587 -80%
OFG
967
Oxford Financial Group
Indiana
$663K +$863 +5 +0.1%
IAS
968
Insigneo Advisory Services
Florida
$663K +$368K +2,131 +142%
APW
969
Axim Planning & Wealth
Ohio
$661K +$624K +3,614 New
V
970
ViaWealth
Kansas
$657K -$93.7K -543 -13%
EFG
971
Embree Financial Group
Illinois
$656K +$619K +3,587 New
NCM
972
Northside Capital Management
Oregon
$655K – – –
EPAM
973
Euro Pacific Asset Management
Puerto Rico
$652K +$616K +3,569 New
MC
974
Moors & Cabot
Massachusetts
$652K -$6.9K -40 -1%
MW
975
MBL Wealth
North Carolina
$652K -$9.49K -55 -2%