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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPIC
251
White Pine Investment Company
Michigan
$1.76M -$51.6K -361 -3%
MWM
252
MinichMacGregor Wealth Management
New York
$1.75M +$539K +3,770 +46%
LAS
253
Lloyd Advisory Services
Georgia
$1.74M +$225K +1,574 +15%
WCG
254
Weaver Consulting Group
California
$1.66M +$39.1K +274 +2%
FS
255
Ferguson Shapiro
Georgia
$1.65M +$1.6M +11,217 New
Avalon Investment & Advisory
256
Avalon Investment & Advisory
Texas
$1.64M +$79.4K +556 +5%
SWA
257
SFMG Wealth Advisors
Texas
$1.63M +$1.58M +11,060 New
CWM
258
CCG Wealth Management
California
$1.61M – – –
Independent Financial Group
259
Independent Financial Group
California
$1.55M -$108K -755 -7%
Great Valley Advisor Group
260
Great Valley Advisor Group
Delaware
$1.51M -$318K -2,226 -18%
ACP
261
Aveo Capital Partners
Colorado
$1.48M +$1.44M +10,063 New
BCP
262
Blackhawk Capital Partners
Wisconsin
$1.48M +$466K +3,264 +41%
RWMH
263
Riverpoint Wealth Management Holdings
Illinois
$1.47M -$14.1K -99 -1%
OneDigital Investment Advisors
264
OneDigital Investment Advisors
Kansas
$1.47M -$530K -3,712 -27%
RG
265
Retirement Group
California
$1.46M +$45.6K +319 +3%
PAA
266
Peregrine Asset Advisers
Oregon
$1.43M -$47.2K -330 -3%
Dynamic Advisor Solutions
267
Dynamic Advisor Solutions
Arizona
$1.4M +$449K +3,142 +49%
BCA
268
Bay Colony Advisors
Massachusetts
$1.39M +$14.3K +100 +1%
CIAS
269
Capital Investment Advisory Services
North Carolina
$1.35M -$562K -3,933 -30%
AWA
270
Arete Wealth Advisors
Illinois
$1.33M +$647K +4,528 +98%
RCS
271
Retirement Capital Strategies
California
$1.32M -$61.3K -429 -4%
Millennium Management
272
Millennium Management
New York
$1.32M -$604K -4,230 -32%
DWM
273
Darwin Wealth Management
Florida
$1.28M -$2.2M -15,426 -64%
Pinnacle Associates
274
Pinnacle Associates
New York
$1.25M +$53.3K +373 +5%
CAM
275
Concorde Asset Management
Michigan
$1.22M +$369K +2,585 +45%