QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
1076
Badgley Phelps Wealth Managers
Washington
$452K +$33K +191 +8%
CFG
1077
Citizens Financial Group
Rhode Island
$451K +$47.1K +273 +12%
LRPA
1078
L. Roy Papp & Associates
Arizona
$450K +$10.4K +60 +2%
WCM
1079
Winebrenner Capital Management
Kentucky
$447K +$24K +139 +6%
ADL
1080
Asset Dedication LLC
California
$446K +$15K +87 +4%
JFG
1081
JDM Financial Group
Texas
$446K -$74K -429 -15%
CCA
1082
Clearwater Capital Advisors
Illinois
$446K +$2.76K +16 +0.7%
LWM
1083
LongView Wealth Management
Georgia
$445K +$84.2K +488 +25%
BFA
1084
Beaumont Financial Advisors
Massachusetts
$444K +$13.5K +78 +3%
KBFS
1085
Kohmann Bosshard Financial Services
Ohio
$444K – – –
CA
1086
CapWealth Advisors
Tennessee
$442K +$25.5K +148 +7%
DWG
1087
Darden Wealth Group
Michigan
$442K – – –
OPWM
1088
Oxinas Partners Wealth Management
Indiana
$441K +$150K +872 +57%
FA
1089
Fermata Advisors
California
$437K -$42.3K -245 -9%
AF
1090
Advisornet Financial
Minnesota
$436K +$35.7K +207 +9%
CSP
1091
Cary Street Partners
Virginia
$435K -$22.6K -131 -5%
FSA
1092
Financial Sense Advisors
California
$434K -$134K -777 -25%
GAM
1093
Gemmer Asset Management
California
$431K – – –
KRW
1094
Kaufman Rossin Wealth
Florida
$431K +$407K +2,357 New
FFA
1095
Fortune Financial Advisors
Kansas
$429K +$173 +1 +0%
VFG
1096
Victory Financial Group
Texas
$429K -$20.5K -119 -5%
MAM
1097
Madison Asset Management
Wisconsin
$422K -$43.5K -252 -10%
IBOK
1098
Independence Bank of Kentucky
Kentucky
$422K -$10.4K -60 -3%
FMWA
1099
Forvis Mazars Wealth Advisors
Missouri
$419K – – –
KIM
1100
Karpus Investment Management
New York
$418K -$24.2K -140 -6%
42 43
44
45 46