We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
1126
Channel Wealth
California
$328K -$6.45K -36 -2%
CFA
1127
CWS Financial Advisors
Michigan
$328K
SIC
1128
Salem Investment Counselors
North Carolina
$327K +$5.91K +33 +2%
CRC
1129
Curi RMB Capital
Illinois
$325K -$15.2K -85 -4%
HAS
1130
HBW Advisory Services
California
$324K +$537 +3 +0.2%
CFP
1131
Catalyst Financial Partners
Massachusetts
$322K +$25.1K +140 +8%
BZWA
1132
Blue Zone Wealth Advisors
California
$322K -$50.1K -280 -13%
PRTG
1133
Post Resch Tallon Group
New York
$320K
LA
1134
LVW Advisors
New York
$320K
DACG
1135
Donor Advised Charitable Giving
California
$320K +$51K +285 +18%
AWC
1136
Adamsbrown Wealth Consultants
Kansas
$319K -$18.1K -101 -5%
LFG
1137
Lockerman Financial Group
California
$319K +$334K +1,867 New
APW
1138
Acima Private Wealth
Virginia
$319K
HP
1139
Holistic Planning
Texas
$317K +$332K +1,853 New
FDW
1140
Fourth Dimension Wealth
Ohio
$316K -$17.9K -100 -5%
FFG
1141
Fortress Financial Group
Minnesota
$316K +$331K +1,847 New
AW
1142
Avion Wealth
Texas
$315K
BWM
1143
BCS Wealth Management
Tennessee
$312K -$2.15K -12 -0.7%
PMFA
1144
Plante Moran Financial Advisors
Michigan
$312K -$22.9K -128 -7%
Financial Engines Advisors
1145
Financial Engines Advisors
California
$311K -$21.1K -118 -6%
SFP
1146
Sterling Financial Planning
New Jersey
$311K +$24K +134 +8%
RWM
1147
Ritholtz Wealth Management
New York
$310K +$32.9K +184 +11%
CPCM
1148
Cardinal Point Capital Management
Ontario, Canada
$310K +$74.5K +416 +30%
CIR
1149
Clear Investment Research
Georgia
$308K +$6.62K +37 +2%
SIA
1150
Schechter Investment Advisors
Michigan
$308K