We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UFA
1076
Unify Financial Advisors
Florida
$507K -$1.13M -5,366 -70%
CWA
1077
CogentBlue Wealth Advisors
Tennessee
$506K – – –
BWM
1078
BNB Wealth Management
Maryland
$503K +$419 +2 +0.1%
T
1079
Tidemark
California
$500K -$15.5K -74 -3%
CA
1080
CapWealth Advisors
Tennessee
$498K – – –
AB
1081
Atlas Brown
Kentucky
$497K -$76.8K -366 -14%
KRW
1082
Kaufman Rossin Wealth
Florida
$496K – – –
KIG
1083
Kennedy Investment Group
New Jersey
$495K -$95.8K -457 -17%
JTWM
1084
Jackson Thornton Wealth Management
Alabama
$494K – – –
GAM
1085
Gemmer Asset Management
California
$492K -$6.29K -30 -1%
LNB
1086
Ledyard National Bank
$492K -$6.29K -30 -1%
JFG
1087
JDM Financial Group
Texas
$490K – – –
SM
1088
Sensible Money
Arizona
$490K – – –
CA
1089
COFG Advisors
Illinois
$489K -$18.7K -89 -4%
GC
1090
Grimes & Company
Massachusetts
$487K +$18.5K +88 +4%
NFG
1091
Northbridge Financial Group
Florida
$485K -$91.4K -436 -16%
DWG
1092
Darden Wealth Group
Michigan
$485K -$13.6K -65 -3%
DWM
1093
Drive Wealth Management
Utah
$483K -$54.3K -259 -11%
CSP
1094
Cary Street Partners
Virginia
$483K +$22.6K +108 +5%
LEFP
1095
Leading Edge Financial Planning
Tennessee
$482K -$57.3K -273 -11%
OPWM
1096
Oregon Pacific Wealth Management
Oregon
$482K -$330K -1,573 -42%
GWM
1097
GSB Wealth Management
Connecticut
$480K +$19.3K +92 +4%
AL
1098
Aspiriant LLC
California
$477K – – –
XPN
1099
XY Planning Network
Montana
$477K -$2M -9,527 -81%
SEI Investments
1100
SEI Investments
Pennsylvania
$476K +$455K +2,168 New