We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Name Holding Trade Value Shares
Change 		Change in
Stake
GJWM
1201
Gilliland Jeter Wealth Management
Arkansas
$358K -$503K -2,399 -60%
CWG
1202
Cornerstone Wealth Group
North Carolina
$357K -$3.08M -14,678 -90%
FF
1203
Farnam Financial
Arizona
$355K +$14.9K +71 +5%
SWP
1204
SIMA Wealth Partners
Virginia
$355K – – –
CWS
1205
Confluence Wealth Services
Pennsylvania
$355K +$72.1K +344 +27%
FWP
1206
Falcon Wealth Planning
California
$354K – – –
RIP
1207
RAM Investment Partners
Washington
$352K +$336K +1,602 New
RWM
1208
Revisor Wealth Management
Ohio
$351K +$40.5K +193 +14%
CIR
1209
Clear Investment Research
Georgia
$350K +$1.47K +7 +0.4%
HPC
1210
Hobart Private Capital
North Carolina
$350K +$28.1K +134 +9%
EIP
1211
Essential Investment Partners
Colorado
$349K +$180K +858 +117%
MA
1212
Montag & Associates
Georgia
$348K +$16.6K +79 +5%
SFP
1213
Sterling Financial Planning
New Jersey
$347K – – –
BWL
1214
Beacon Wealthcare LLC
North Carolina
$347K – – –
FFG
1215
Fortress Financial Group
Minnesota
$347K +$419 +2 +0.1%
HWMG
1216
Hurlow Wealth Management Group
Indiana
$346K – – –
CFS
1217
Cannon Financial Strategists
Georgia
$345K +$42.8K +204 +15%
GC
1218
GFG Capital
Florida
$344K +$24.7K +118 +8%
CTA
1219
Colonial Trust Advisors
South Carolina
$342K +$5.24K +25 +2%
NPT
1220
Nixon Peabody Trust
Massachusetts
$341K – – –
KFC
1221
Klingenstein Fields & Co
New York
$341K – – –
FRA
1222
Frank Rimerman Advisors
California
$340K – – –
TCM
1223
Traynor Capital Management
Pennsylvania
$338K +$41.5K +198 +15%
VW
1224
Vantus Wealth
Pennsylvania
$337K +$322K +1,534 New
CFGW
1225
Chancellor Financial Group WB
Pennsylvania
$337K +$3.98K +19 +1%
47 48
49
50 51