We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
76
Avidian Wealth Enterprises
Texas
$25.8M -$3.17M -27,065 -10%
TWM
77
Thrive Wealth Management
Pennsylvania
$25.1M +$527K +4,508 +2%
CIAS
78
Capital Investment Advisory Services
North Carolina
$25M +$1.55M +13,239 +6%
SPIA
79
Steward Partners Investment Advisory
New York
$24.9M -$722K -6,173 -3%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$24.5M +$3.86M +33,028 +16%
JMPWA
81
JP Morgan Private Wealth Advisors
California
$24.1M +$8.75M +74,820 +48%
SAS
82
Sage Advisory Services
Texas
$22.8M +$12.8M +109,273 +99%
BCM
83
Brookstone Capital Management
Illinois
$22.6M +$5.84M +49,902 +30%
FFA
84
Fragasso Financial Advisors
Pennsylvania
$22M +$1.52M +13,020 +7%
FWIA
85
Fort Washington Investment Advisors
Ohio
$22M +$8.16M +69,726 +49%
AP
86
Adero Partners
California
$21.8M +$21.7M +185,865 +1,509%
AAS
87
Ameritas Advisory Services
Nebraska
$21.7M -$1.47M -12,600 -6%
UA
88
Unison Advisors
District of Columbia
$21.5M +$21.5M +183,926 +796%
SFI
89
SPC Financial Inc
Maryland
$21.5M +$678K +5,796 +3%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$21.3M -$1.9M -16,238 -7%
BFPW
91
BOK Financial Private Wealth
Colorado
$21.1M -$189K -1,616 -0.8%
SP
92
Symmetry Partners
Connecticut
$20.9M +$704K +6,018 +3%
PS
93
Portfolio Strategies
New York
$20.7M -$474K -4,049 -2%
AC
94
ASB Consultores
Florida
$20.6M -$381K -3,261 -2%
KCM
95
Kathmere Capital Management
Pennsylvania
$20.5M -$3.78M -32,317 -14%
PWMAG
96
Pinnacle Wealth Management Advisory Group
New Jersey
$20.4M -$129K -1,100 -0.6%
HCM
97
Hengehold Capital Management
Ohio
$20M +$356K +3,041 +2%
AWS
98
Atria Wealth Solutions
New York
$19.9M +$8.91M +76,195 +66%
SFS
99
Security Financial Services
Indiana
$19.6M +$21.8M +186,262 +7,681%
IWS
100
Insight Wealth Strategies
California
$19.5M