We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1076
LS Investment Advisors
Michigan
$428K
WA
1077
Win Advisors
Florida
$427K +$435K +2,395 New
LWM
1078
Lodestone Wealth Management
Washington
$426K
GAM
1079
Gemmer Asset Management
California
$425K
FB
1080
Fulton Bank
Pennsylvania
$424K
WCM
1081
Winebrenner Capital Management
Kentucky
$424K +$432K +2,381 New
TCOV
1082
Trust Company of Vermont
Vermont
$422K -$12.4K -68 -3%
IBOK
1083
Independence Bank of Kentucky
Kentucky
$422K +$40.3K +222 +10%
FMWA
1084
Forvis Mazars Wealth Advisors
Missouri
$417K +$8.72K +48 +2%
EB
1085
Exchange Bank
California
$415K +$26.9K +148 +7%
EP
1086
Edgestream Partners
New Jersey
$414K -$395K -2,174 -48%
LWL
1087
Leo Wealth LLC
Texas
$413K
FFA
1088
Florida Financial Advisors
Florida
$412K +$12K +66 +3%
HOWA
1089
Heritage Oak Wealth Advisors
Florida
$411K +$419K +2,308 New
MNA
1090
Manning & Napier Advisors
New York
$410K +$20.2K +111 +5%
FWM
1091
Fairhaven Wealth Management
Illinois
$408K
BPWM
1092
Badgley Phelps Wealth Managers
Washington
$407K -$40K -220 -9%
MG
1093
Marex Group
$405K
CA
1094
CapWealth Advisors
Tennessee
$404K
RAS
1095
RPS Advisory Solutions
Kentucky
$402K
ADL
1096
Asset Dedication LLC
California
$402K -$4.36K -24 -1%
AIM
1097
Advyzon Investment Management
Illinois
$396K +$404K +2,226 New
Neuberger Berman Group
1098
Neuberger Berman Group
New York
$393K +$111K +610 +38%
TWM
1099
TCFG Wealth Management
California
$393K +$6.72K +37 +2%
CFG
1100
Citizens Financial Group
Rhode Island
$390K +$2K +11 +0.5%