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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AB
226
Atlas Brown
Kentucky
$248K +$224K +2,221 New
W
227
Wealthfront
California
$229K – – –
KWM
228
Kingsview Wealth Management
Oregon
$221K +$216K +2,142 New
IFS
229
Ifrah Financial Services
Arkansas
$219K -$200K -1,987 -48%
WAM
230
Weatherly Asset Management
California
$218K -$2.72K -27 -1%
WA
231
WBH Advisory
Maryland
$216K +$705 +7 +0.3%
AW
232
ACG Wealth
Georgia
$215K +$210K +2,083 New
BRF
233
B. Riley Financial
California
$214K +$209K +2,077 New
SWA
234
SFMG Wealth Advisors
Texas
$204K +$199K +1,978 New
MFW
235
Mosaic Family Wealth
Missouri
$192K +$187K +1,859 New
JGIA
236
Jackson Grant Investment Advisers
Connecticut
$136K +$806 +8 +0.6%
Barclays
237
Barclays
United Kingdom
$124K +$20.1K +200 +20%
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$122K +$119K +1,184 New
PFGIA
239
Patriot Financial Group Insurance Agency
Massachusetts
$121K +$83.9K +833 +287%
GT
240
Glenmede Trust
Pennsylvania
$101K – – –
CG
241
Cutler Group
California
$92K +$90.6K +900 New
JCM
242
Jacobi Capital Management
Pennsylvania
$91K +$85.6K +850 New
FPB
243
First PREMIER Bank
South Dakota
$86K – – –
PCG
244
Private Capital Group
Connecticut
$86K +$3.97M +39,450 New
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$81K +$79K +785 New
HWP
246
Hefty Wealth Partners
Indiana
$78K -$5.04K -50 -6%
CPIG
247
Chicago Partners Investment Group
Illinois
$77K +$74.8K +743 New
WA
248
WealthTrust-Arizona
Arizona
$72K +$38K +377 +116%
BWA
249
Burt Wealth Advisors
Maryland
$72K +$70.5K +700 New
VFA
250
Valeo Financial Advisors
Indiana
$69K – – –