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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
226
CVA Family Office
Colorado
$3.41M -$264K -1,237 -7%
RIA
227
Regal Investment Advisors
Michigan
$3.35M -$455K -2,127 -11%
WP
228
WealthShield Partners
North Carolina
$3.32M +$362K +1,695 +12%
PCA
229
Peddock Capital Advisors
Massachusetts
$3.27M +$155K +727 +5%
SL
230
Sentinus LLC
Illinois
$3.25M +$3.44M +16,102 New
AWA
231
ARQ Wealth Advisors
Arizona
$3.23M -$59.8K -280 -2%
AWA
232
Archvest Wealth Advisors
California
$3.22M +$449K +2,101 +15%
BHWM
233
Bay Harbor Wealth Management
Maryland
$3.21M +$332K +1,554 +11%
TL
234
Tradewinds LLC
North Carolina
$3.18M +$212K +991 +7%
OCM
235
One Capital Management
California
$3.15M +$1.79M +8,357 +115%
ARC
236
Advisor Resource Council
Texas
$3.08M +$3.37M +15,770 New
GCA
237
Genesee Capital Advisors
New York
$3.04M -$73.9K -346 -2%
FAIM
238
Financial Advocates Investment Management
Washington
$2.97M -$978K -4,575 -24%
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$2.96M +$318K +1,486 +11%
WA
240
Whipplewood Advisors
Colorado
$2.95M -$1.57M -7,334 -49%
TC
241
TownSquare Capital
Utah
$2.94M +$201K +940 +7%
SL
242
SWMG LLC
Texas
$2.87M -$216K -1,012 -7%
WWA
243
WCG Wealth Advisors
Nevada
$2.86M +$3.02M +14,153 New
KNFPWM
244
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.8M -$47.7K -223 -2%
SA
245
Sovran Advisors
California
$2.8M +$1.11M +5,192 +57%
KWM
246
Keebeck Wealth Management
Illinois
$2.78M +$570K +2,668 +24%
RA
247
RoundAngle Advisors
New Jersey
$2.77M +$156K +728 +6%
CAP
248
Columbia Advisory Partners
Washington
$2.76M +$2.91M +13,631 New
SAM
249
Smartleaf Asset Management
Massachusetts
$2.75M +$1.53M +7,140 +109%
VA
250
Valmark Advisers
Ohio
$2.73M -$427 -2 -0%