We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
1151
Glass Jacobson Investment Advisors
Maryland
$361K +$17.6K +94 +5%
EFP
1152
Envision Financial Planning
Tennessee
$359K – – –
KFP
1153
Kerr Financial Planning
California
$357K +$345K +1,837 New
AWM
1154
Apex Wealth Management
New Hampshire
$357K -$24.4K -130 -7%
Smithfield Trust
1155
Smithfield Trust
Pennsylvania
$354K +$20.3K +108 +6%
FFC
1156
Frederick Financial Consultants
Maryland
$354K – – –
CPCM
1157
Cardinal Point Capital Management
Ontario, Canada
$354K +$3.94K +21 +1%
KCM
1158
Kendall Capital Management
Maryland
$350K – – –
TCM
1159
Traynor Capital Management
Pennsylvania
$350K +$13.7K +73 +4%
Union Bancaire Privee
1160
Union Bancaire Privee
Switzerland
$349K -$232K -1,234 -40%
TPWA
1161
TRUE Private Wealth Advisors
Oregon
$349K -$13.1K -70 -4%
SFP
1162
Sterling Financial Planning
New Jersey
$348K -$5.25K -28 -2%
CF
1163
Clarity Financial
Texas
$348K – – –
APW
1164
Acima Private Wealth
Virginia
$347K -$15.9K -85 -5%
AW
1165
Avion Wealth
Texas
$345K +$375 +2 +0.1%
CB
1166
Cadence Bank
Mississippi
$344K -$5.25K -28 -2%
PWP
1167
Principle Wealth Partners
Connecticut
$342K -$3.94K -21 -1%
CWA
1168
CogentBlue Wealth Advisors
Tennessee
$341K – – –
FWA
1169
FSC Wealth Advisors
New York
$341K -$18.4K -98 -5%
CAS
1170
Coppell Advisory Solutions
Texas
$339K +$70.9K +378 +28%
NGA
1171
Naples Global Advisors
Florida
$337K – – –
TFO
1172
Timonier Family Office
North Carolina
$337K – – –
RZH
1173
Relyea Zuckerberg Hanson
Connecticut
$336K – – –
JFGLC
1174
Johnson Financial Group LLC (Colorado)
Colorado
$335K -$197K -1,050 -38%
Fund Evaluation Group
1175
Fund Evaluation Group
Ohio
$333K – – –