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
BTW
1001
Boston Trust Walden
Massachusetts
$697K -$23.1K -115 -3%
SWP
1002
Semus Wealth Partners
Florida
$697K -$34.5K -172 -5%
MW
1003
MBL Wealth
North Carolina
$696K -$22K -110 -3%
SW
1004
SMART Wealth
Nebraska
$694K +$341K +1,701 +89%
OFO
1005
OneAscent Family Office
Alabama
$692K -$68.7K -343 -9%
NPT
1006
National Philanthropic Trust
Pennsylvania
$688K +$98.4K +491 +16%
NCM
1007
Northside Capital Management
Oregon
$687K – – –
S
1008
SignatureFD
Georgia
$685K +$18.2K +91 +3%
EAM
1009
Empirical Asset Management
Massachusetts
$684K -$13.8K -69 -2%
WMWM
1010
Wilkins Miller Wealth Management
Alabama
$683K +$2.21K +11 +0.3%
RFP
1011
Root Financial Partners
California
$679K +$267K +1,333 +60%
FGA
1012
Fortis Group Advisors
New Jersey
$674K -$27.5K -137 -4%
BAM
1013
Belpointe Asset Management
Nevada
$674K -$431K -2,148 -38%
IBOK
1014
Independence Bank of Kentucky
Kentucky
$673K -$179K -891 -20%
CFB
1015
Cullen/Frost Bankers
Texas
$671K +$12K +60 +2%
TC
1016
TFR Capital
Texas
$670K -$10K -50 -1%
GWM
1017
Gibbs Wealth Management
Georgia
$670K +$157K +782 +29%
BBPWM
1018
Blue Bell Private Wealth Management
Pennsylvania
$663K +$111K +555 +19%
CIS
1019
Custom Index Systems
New York
$660K +$38.3K +191 +6%
FNWM
1020
Financial Network Wealth Management
Utah
$657K – – –
RF
1021
RHS Financial
California
$652K -$128K -639 -16%
G
1022
GenTrust
Florida
$652K – – –
AAM
1023
Aureus Asset Management
Massachusetts
$652K +$681K +3,400 New
SFC
1024
Strategic Financial Concepts
Texas
$651K +$681K +3,396 New
RG
1025
Rathbones Group
United Kingdom
$646K +$8.02K +40 +1%
39 40
41
42 43