We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
126
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$39.3M +$23.4M +130,588 +131%
HCA
127
Heck Capital Advisors
Wisconsin
$38.8M -$82.9M -462,800 -67%
AF
128
Apexium Financial
Texas
$37.8M +$152K +848 +0.4%
RWP
129
RWA Wealth Partners
Massachusetts
$37.7M -$2.74M -15,300 -6%
CL
130
Choreo LLC
Illinois
$37.4M -$2.67M -14,900 -6%
KCM
131
Kathmere Capital Management
Pennsylvania
$37.1M -$8.95K -50 -0%
CSWG
132
Cardinal Strategic Wealth Guidance
Kentucky
$36.9M -$3.82M -21,360 -9%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$36.8M +$1.97M +11,023 +5%
SFP
134
Shepherd Financial Partners
Massachusetts
$36.8M +$36.1M +201,363 +1,447%
SWP
135
Stratos Wealth Partners
Ohio
$36.7M -$8.64M -48,244 -18%
UA
136
Unison Advisors
District of Columbia
$36.5M +$4.31M +24,091 +13%
FC
137
Forte Capital
New York
$36.3M -$391K -2,185 -1%
HSG
138
Helen Stephens Group
Texas
$36M +$2.16M +12,062 +6%
IWM
139
IHT Wealth Management
Illinois
$36M -$936K -5,228 -2%
TLFA
140
True Link Financial Advisors
California
$35.9M +$3M +16,779 +9%
AllianceBernstein
141
AllianceBernstein
Tennessee
$35.7M -$2.71M -15,124 -7%
SB
142
Strategic Blueprint
Georgia
$35.7M +$2.03M +11,322 +6%
SF
143
Summit Financial
New Jersey
$35.7M +$34M +189,728 +1,001%
TCM
144
TD Capital Management
Tennessee
$35M -$537K -2,999 -1%
4WM
145
49 Wealth Management
Texas
$34.6M -$18.4M -102,802 -34%
PPFA
146
Provida Pension Fund Administrator
Chile
$34.6M +$10.1M +56,410 +39%
HCM
147
Hengehold Capital Management
Ohio
$34.5M +$2.06M +11,522 +6%
HGWM
148
Horst & Graben Wealth Management
Oregon
$34.1M +$2.58M +14,411 +8%
PA
149
Parallel Advisors
California
$33.5M -$1.17M -6,554 -3%
1WM
150
1900 Wealth Management
Texas
$33.3M +$524K +2,927 +2%