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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
226
Leonard Rickey Investment Advisors
Washington
$446K -$26.9K -247 -6%
BFPW
227
BOK Financial Private Wealth
Colorado
$445K – – –
BFEC
228
Benjamin F. Edwards & Company
Missouri
$437K +$19.6K +180 +5%
PFS
229
Prospera Financial Services
Texas
$435K -$52K -477 -10%
CCT
230
Country Club Trust
Missouri
$430K +$442K +4,055 New
PWS
231
Paragon Wealth Strategies
Florida
$430K +$442K +4,057 New
OPCM
232
Osborne Partners Capital Management
California
$429K +$127K +1,170 +41%
BHB
233
Bank Hapoalim BM
Israel
$424K -$45K -413 -9%
IFS
234
Ifrah Financial Services
Arkansas
$413K +$194K +1,777 +84%
Bank of Nova Scotia
235
Bank of Nova Scotia
Ontario, Canada
$411K +$423K +3,882 New
WB
236
WesBanco Bank
West Virginia
$396K – – –
SG
237
StoneX Group
New York
$383K +$394K +3,619 New
PS
238
Portfolio Strategies
New York
$380K +$385K +3,537 +7,074%
NFG
239
Noven Financial Group
Colorado
$378K +$22.2K +204 +6%
WAM
240
Watermark Asset Management
California
$376K -$29.3K -269 -7%
Citadel Advisors
241
Citadel Advisors
Florida
$368K +$379K +3,478 New
BBA
242
Braun-Bostich & Associates
Pennsylvania
$359K +$71.8K +659 +24%
WB
243
Webster Bank
Connecticut
$349K – – –
AIP
244
Almanack Investment Partners
Pennsylvania
$344K +$354K +3,251 New
WP
245
WealthPLAN Partners
Nebraska
$342K -$360K -3,303 -51%
PA
246
Parallel Advisors
California
$342K +$109 +1 +0%
CA
247
Continuum Advisory
Idaho
$335K +$344K +3,160 New
CAL
248
Capital Advisors Ltd
Ohio
$334K +$307K +2,814 +838%
PA
249
PFG Advisors
Arizona
$331K +$55.7K +511 +20%
TSS
250
Two Sigma Securities
New York
$328K +$338K +3,100 New