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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
251
B. Riley Wealth Advisors
Florida
$934K -$335K -2,285 -28%
UB
252
UMB Bank
Missouri
$928K -$32.3K -220 -4%
HWM
253
HB Wealth Management
Georgia
$914K +$7.34K +50 +0.9%
IWP
254
IAG Wealth Partners
Wisconsin
$911K -$213K -1,454 -20%
MSA
255
Marino Stram & Associates
Massachusetts
$907K -$3.82K -26 -0.4%
TF
256
Trek Financial
Arizona
$901K +$843K +5,743 New
LSA
257
Lansing Street Advisors
Pennsylvania
$870K +$814K +5,545 New
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$866K +$49K +334 +6%
KFGK
259
Keystone Financial Group (Kentucky)
Kentucky
$866K -$289K -1,972 -26%
LLWM
260
Life Line Wealth Management
California
$865K +$810K +5,516 New
FWM
261
Focused Wealth Management
New York
$853K -$11.6K -79 -1%
OAP
262
One Advisory Partners
Kansas
$847K -$1.32K -9 -0.2%
PS
263
Planned Solutions
California
$840K -$188K -1,279 -19%
FFA
264
Fragasso Financial Advisors
Pennsylvania
$835K -$106K -722 -12%
PAG
265
Private Advisory Group
Washington
$824K +$771K +5,254 New
BSW
266
Buckingham Strategic Wealth
Missouri
$809K -$238K -1,620 -24%
CCFM
267
Clear Creek Financial Management
Washington
$804K +$21.7K +148 +3%
UCFA
268
United Capital Financial Advisors
Texas
$802K -$378K -2,577 -34%
EFL
269
ERn Financial LLC
Wisconsin
$793K -$22.9K -156 -3%
FCFC
270
First Citizens Financial Corp
Iowa
$777K +$23.8K +162 +3%
CWP
271
Cyndeo Wealth Partners
Florida
$776K +$464K +3,164 +177%
LWM
272
Lodestone Wealth Management
Washington
$765K +$38.2K +260 +6%
SPA
273
Shore Point Advisors
New Jersey
$754K -$9.32M -63,482 -93%
ZIM
274
Zacks Investment Management
Illinois
$731K -$30.2K -206 -4%
Prudential Financial
275
Prudential Financial
New Jersey
$728K -$583K -3,971 -46%