We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1201
Beacon Wealthcare LLC
North Carolina
$308K – – –
GWM
1202
GSB Wealth Management
Connecticut
$306K +$45.4K +242 +18%
TCTC Holdings
1203
TCTC Holdings
Texas
$306K +$254K +1,356 +631%
BDF
1204
Black Diamond Financial
Maryland
$304K +$9.57K +51 +3%
CTA
1205
Colonial Trust Advisors
South Carolina
$303K +$3.75K +20 +1%
Klingenstein Fields & Co
1206
Klingenstein Fields & Co
New York
$302K – – –
FRA
1207
Frank Rimerman Advisors
California
$302K – – –
CPBTD
1208
Central Pacific Bank - Trust Division
Hawaii
$301K -$3.34M -17,810 -92%
C
1209
Certuity
Florida
$300K +$13.5K +72 +5%
PPWM
1210
PFG Private Wealth Management
Florida
$300K -$5.37M -28,632 -95%
IWS
1211
Integrity Wealth Solutions
Colorado
$300K -$10.7K -57 -4%
Confluence Wealth Services
1212
Confluence Wealth Services
Pennsylvania
$298K -$63.2K -337 -18%
ACS
1213
Archford Capital Strategies
Illinois
$298K – – –
CFGW
1214
Chancellor Financial Group WB
Pennsylvania
$294K – – –
PFA
1215
Professional Financial Advisors
Nebraska
$294K +$5.82K +31 +2%
OFS
1216
OneAscent Financial Services
Alabama
$292K -$301K -1,605 -52%
BSB
1217
Bangor Savings Bank
Maine
$290K +$53.8K +287 +24%
CP
1218
Creekside Partners
California
$287K +$8.82K +47 +3%
FA
1219
Fortis Advisors
Pennsylvania
$286K -$447K -2,380 -62%
EWA
1220
Exit Wealth Advisors
Georgia
$285K +$275K +1,465 New
Kayne Anderson Rudnick Investment Management
1221
Kayne Anderson Rudnick Investment Management
California
$284K – – –
NB
1222
NBT Bank
New York
$282K -$78.4K -418 -28%
IA
1223
IFC Advisors
California
$282K – – –
FIM
1224
FWL Investment Management
Texas
$281K +$28.1K +150 +12%
MA
1225
MBA Advisors
Pennsylvania
$281K -$375 -2 -0.1%