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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
251
O'Shaughnessy Asset Management
Connecticut
$4.02M +$125K +496 +3%
CFO
252
CVA Family Office
Colorado
$4M -$145K -579 -4%
5W
253
5T Wealth
California
$3.99M +$564K +2,246 +16%
QPWM
254
Quadrant Private Wealth Management
Pennsylvania
$3.97M +$1.58M +6,277 +65%
ECA
255
Elevation Capital Advisory
Oregon
$3.96M +$3.97M +15,822 New
CAP
256
Columbia Advisory Partners
Washington
$3.96M -$31.6K -126 -0.8%
GFA
257
Gallagher Fiduciary Advisors
Illinois
$3.94M +$483K +1,924 +14%
FGA
258
Fortis Group Advisors
New Jersey
$3.91M -$48.2K -192 -1%
AIA
259
Arrow Investment Advisors
Maryland
$3.89M -$103K -411 -3%
SWM
260
SigFig Wealth Management
California
$3.87M +$1.13M +4,491 +41%
GWM
261
Geneos Wealth Management
Colorado
$3.87M +$80.8K +322 +2%
TPWA
262
Twin Peaks Wealth Advisors
California
$3.85M +$1.53M +6,093 +69%
FHC
263
First Heartland Consultants
Missouri
$3.82M +$735K +2,928 +24%
SF
264
SWP Financial
California
$3.79M +$1.47M +5,861 +63%
TVM
265
True Vision MN
Minnesota
$3.79M +$1.47M +5,867 +63%
CWAI
266
Core Wealth Advisors (Indiana)
Indiana
$3.79M +$3.8M +15,123 New
SEP
267
Southland Equity Partners
Missouri
$3.78M -$253K -1,006 -6%
CWS
268
Cypress Wealth Services
California
$3.7M +$1.44M +5,740 +64%
MCC
269
Money Concepts Capital
Florida
$3.68M -$334K -1,330 -8%
AAP
270
Arax Advisory Partners
Colorado
$3.66M +$3.67M +14,628 New
TC
271
Trust Company
Kansas
$3.65M +$709K +2,822 +24%
WWM
272
Western Wealth Management
Colorado
$3.62M +$529K +2,108 +17%
HGWM
273
Horst & Graben Wealth Management
Oregon
$3.6M +$917K +3,651 +34%
EPW
274
Endeavor Private Wealth
Kansas
$3.53M +$1.23M +4,911 +53%
CG
275
Caprock Group
Idaho
$3.5M +$128K +511 +4%