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
HIA
1001
Harbor Investment Advisory
Maryland
$572K +$91.5K +530 +20%
CIS
1002
Custom Index Systems
New York
$569K -$269K -1,559 -33%
OFS
1003
OneAscent Financial Services
Alabama
$569K -$94.1K -545 -15%
AIM
1004
Anchor Investment Management
South Carolina
$567K – – –
BSSFA
1005
Baron Silver Stevens Financial Advisors
Florida
$566K +$534K +3,097 New
MGIA
1006
Moneta Group Investment Advisors
Missouri
$566K +$181K +1,046 +51%
DTC
1007
Davidson Trust Company
Washington
$564K +$54.9K +318 +11%
DCM
1008
Donaldson Capital Management
Indiana
$563K – – –
ACI
1009
Alpha Cubed Investments
California
$563K -$8.8K -51 -2%
PWPS
1010
Pinnacle Wealth Planning Services
Ohio
$561K -$9.49K -55 -2%
TCM
1011
TruNorth Capital Management
Michigan
$560K -$2.24K -13 -0.4%
CWM
1012
Calamos Wealth Management
Illinois
$557K +$45.6K +264 +9%
AAS
1013
Asset Allocation Strategies
Michigan
$557K +$690 +4 +0.1%
ML
1014
McAdam LLC
Pennsylvania
$555K -$30.9K -179 -6%
CA
1015
Crewe Advisors
Utah
$554K +$249K +1,440 +91%
UBP
1016
Union Bancaire Privee
Switzerland
$553K -$969K -5,615 -65%
EWA
1017
Elevate Wealth Advisory
Georgia
$552K +$15.5K +90 +3%
RIM
1018
Rockbridge Investment Management
New York
$551K – – –
FF
1019
Farnam Financial
Arizona
$550K – – –
IPWA
1020
International Private Wealth Advisors
California
$549K +$1.38K +8 +0.3%
CCP
1021
Clarity Capital Partners
California
$548K -$741K -4,295 -59%
OPWM
1022
Oregon Pacific Wealth Management
Oregon
$546K +$257K +1,487 +99%
RCAG
1023
Rehmann Capital Advisory Group
Michigan
$546K +$133K +770 +35%
VFPW
1024
Vantage Financial Partners (Wisconsin)
Wisconsin
$546K -$7.94K -46 -2%
FNT
1025
First National Trust
Pennsylvania
$543K – – –
39 40
41
42 43