We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
951
Marshall & Sterling Wealth Advisors
New York
$854K -$623K -3,171 -42%
VFA
952
Valeo Financial Advisors
Indiana
$854K -$7.66K -39 -0.9%
FWP
953
Family Wealth Partners
North Carolina
$854K +$4.72K +24 +0.6%
FFA
954
Florida Financial Advisors
Florida
$848K +$277K +1,410 +49%
AWA
955
Amplius Wealth Advisors
Pennsylvania
$848K +$196 +1 +0%
OBWA
956
Oak Barrel Wealth Advisory
Virginia
$839K +$830K +4,223 New
WLIM
957
White Lighthouse Investment Management
Massachusetts
$838K +$128K +650 +18%
CLOS
958
Compagnie Lombard Odier SCmA
Switzerland
$838K – – –
FFWA
959
FRG Family Wealth Advisors
Washington
$835K -$231K -1,175 -22%
FA
960
Fedenia Advisers
Wisconsin
$833K -$729K -3,708 -47%
IAA
961
Independent Advisor Alliance
North Carolina
$826K +$817K +4,157 New
BCM
962
Beck Capital Management
Texas
$823K -$47.4K -241 -5%
BPW
963
BlueDoor Private Wealth
Massachusetts
$823K +$814K +4,145 New
ML
964
McAdam LLC
Pennsylvania
$822K +$235K +1,196 +41%
EPAM
965
Euro Pacific Asset Management
Puerto Rico
$822K +$43.2K +220 +6%
FNBT
966
FineMark National Bank & Trust
Florida
$817K -$7.07K -36 -0.9%
GC
967
GatePass Capital
Ohio
$810K -$354K -1,802 -31%
TNA
968
True North Advisors
Texas
$806K +$33.6K +171 +4%
RF
969
RHS Financial
California
$802K -$53.1K -270 -6%
NEPPG
970
New England Professional Planning Group
Rhode Island
$801K +$2.55K +13 +0.3%
PFA
971
Perryman Financial Advisory
Texas
$800K +$791K +4,028 New
HWA
972
HCR Wealth Advisors
California
$798K +$19.6K +100 +3%
OPWM
973
Oregon Pacific Wealth Management
Oregon
$792K -$28.7K -146 -4%
CA
974
Continuum Advisory
Idaho
$790K -$118K -602 -13%
PWM
975
Paulson Wealth Management
Illinois
$788K – – –
37 38
39
40 41