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
OCM
1201
Orion Capital Management
California
$292K – – –
BBPWM
1202
Blue Bell Private Wealth Management
Pennsylvania
$292K +$84.9K +492 +45%
MA
1203
Mosaic Advisors
Texas
$292K -$279K -1,618 -50%
DPI
1204
Diversified Portfolios Inc
Michigan
$290K +$274K +1,588 New
BWL
1205
Beacon Wealthcare LLC
North Carolina
$289K – – –
MA
1206
MJP Associates
Connecticut
$288K -$183K -1,063 -40%
APWA
1207
Atlas Private Wealth Advisors
New Jersey
$287K +$5.18K +30 +2%
MAMG
1208
Milestone Asset Management Group
Connecticut
$285K +$269K +1,557 New
KFC
1209
Klingenstein Fields & Co
New York
$284K -$18.1K -105 -6%
FRA
1210
Frank Rimerman Advisors
California
$284K – – –
MPWT
1211
MassMutual Private Wealth & Trust
Connecticut
$283K -$24.3K -141 -8%
CTA
1212
Colonial Trust Advisors
South Carolina
$282K – – –
ACS
1213
Archford Capital Strategies
Illinois
$280K – – –
CFGW
1214
Chancellor Financial Group WB
Pennsylvania
$277K -$2.59K -15 -1%
BDF
1215
Black Diamond Financial
Maryland
$276K +$8.63K +50 +3%
TA
1216
TrueWealth Advisors
Alabama
$275K -$6.9K -40 -3%
SIC
1217
Sterling Investment Counsel
New York
$274K +$4.66K +27 +2%
HTHT
1218
Hemenway Trust Hemenway Trust
New Hampshire
$274K – – –
LI
1219
LifeWealth Investments
Florida
$272K +$40.6K +235 +19%
EW
1220
Element Wealth
Mississippi
$272K +$38K +220 +17%
HWA
1221
HHM Wealth Advisors
Tennessee
$271K – – –
AWM
1222
Accurate Wealth Management
Florida
$271K -$22.3K -129 -8%
PFA
1223
Professional Financial Advisors
Nebraska
$271K +$19K +110 +8%
CL
1224
CVFG LLC
Indiana
$270K +$2.42K +14 +1%
NB
1225
NBT Bank
New York
$269K – – –
47 48
49
50 51