We are live on ! Find out more
QUAL icon

iShares MSCI USA Quality Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1501
Moulton Wealth Management
Washington
– -$661K -3,713 Closed
ACP
1502
Aveo Capital Partners
Colorado
– -$545K -3,060 Closed
NIA
1503
NIA Impact Advisors
California
– -$533K -2,994 Closed
Millennium Management
1504
Millennium Management
New York
– -$528K -2,966 Closed
PCG
1505
Prosperity Consulting Group
Maryland
– -$519K -2,912 Closed
KAM
1506
Kraft Asset Management
Tennessee
– -$474K -2,641 Closed
EP
1507
Edgestream Partners
New Jersey
– -$414K -2,323 Closed
LWL
1508
Leo Wealth LLC
Texas
– -$413K -2,317 Closed
MSFS
1509
Main Street Financial Solutions
Pennsylvania
– -$386K -2,168 Closed
DWAM
1510
Duncan Williams Asset Management
Tennessee
– -$366K -2,058 Closed
NG
1511
Norden Group
Utah
– -$351K -1,972 Closed
WP
1512
WMS Partners
Maryland
– -$324K -1,820 Closed
AWA
1513
Authentikos Wealth Advisory
California
– -$303K -1,701 Closed
CAS
1514
Coppell Advisory Solutions
Texas
– -$303K -1,694 Closed
GCP
1515
GSA Capital Partners
United Kingdom
– -$263K -1,477 Closed
AFAS
1516
Acorn Financial Advisory Services
Virginia
– -$253K -1,420 Closed
DCA
1517
DSG Capital Advisors
Minnesota
– -$246K -1,380 Closed
EWA
1518
Evolution Wealth Advisors
Florida
– -$245K -1,375 Closed
AWM
1519
Able Wealth Management
New Jersey
– -$244K -1,368 Closed
TI
1520
Truepoint Inc
Ohio
– -$234K -1,316 Closed
LG
1521
Leuthold Group
Minnesota
– -$227K -1,272 Closed
FCA
1522
Fortis Capital Advisors
Kansas
– -$219K -1,231 Closed
BAG
1523
Bridgewealth Advisory Group
California
– -$227K -1,221 Closed
SWM
1524
Stapp Wealth Management
Washington
– -$210K -1,178 Closed
FA
1525
FSA Advisors
Michigan
– -$209K -1,176 Closed