QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1001
Holistic Planning
Texas
$581K +$228K +1,323 +71%
HIA
1002
Harbor Investment Advisory
Maryland
$572K +$91.5K +530 +20%
CIS
1003
Custom Index Systems
New York
$569K -$269K -1,559 -33%
OFS
1004
OneAscent Financial Services
Alabama
$569K -$94.1K -545 -15%
AIM
1005
Anchor Investment Management
South Carolina
$567K – – –
BSSFA
1006
Baron Silver Stevens Financial Advisors
Florida
$566K +$534K +3,097 New
MGIA
1007
Moneta Group Investment Advisors
Missouri
$566K +$181K +1,046 +51%
DTC
1008
Davidson Trust Company
Washington
$564K +$54.9K +318 +11%
DCM
1009
Donaldson Capital Management
Indiana
$563K – – –
ACI
1010
Alpha Cubed Investments
California
$563K -$8.8K -51 -2%
PWPS
1011
Pinnacle Wealth Planning Services
Ohio
$561K -$9.49K -55 -2%
TCM
1012
TruNorth Capital Management
Michigan
$560K -$2.24K -13 -0.4%
CWM
1013
Calamos Wealth Management
Illinois
$557K +$45.6K +264 +9%
AAS
1014
Asset Allocation Strategies
Michigan
$557K +$690 +4 +0.1%
ML
1015
McAdam LLC
Pennsylvania
$555K -$30.9K -179 -6%
CA
1016
Crewe Advisors
Utah
$554K +$249K +1,440 +91%
UBP
1017
Union Bancaire Privee
Switzerland
$553K -$969K -5,615 -65%
EWA
1018
Elevate Wealth Advisory
Georgia
$552K +$15.5K +90 +3%
RIM
1019
Rockbridge Investment Management
New York
$551K – – –
FF
1020
Farnam Financial
Arizona
$550K – – –
IPWA
1021
International Private Wealth Advisors
California
$549K +$1.38K +8 +0.3%
CCP
1022
Clarity Capital Partners
California
$548K -$741K -4,295 -59%
OPWM
1023
Oregon Pacific Wealth Management
Oregon
$546K +$257K +1,487 +99%
RCAG
1024
Rehmann Capital Advisory Group
Michigan
$546K +$133K +770 +35%
VFPW
1025
Vantage Financial Partners (Wisconsin)
Wisconsin
$546K -$7.94K -46 -2%
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