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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
276
Marino Stram & Associates
Massachusetts
$905K -$146K -1,214 -14%
TC
277
TownSquare Capital
Utah
$895K -$115K -958 -11%
VWM
278
Venturi Wealth Management
Texas
$887K +$55.4K +460 +7%
CA
279
Corrado Advisors
New Jersey
$881K +$31.9K +265 +4%
SBSB
280
Sullivan, Bruyette, Speros & Blaney
Virginia
$875K +$137K +1,140 +18%
SW
281
SVB Wealth
Massachusetts
$863K – – –
PWMAG
282
Pinnacle Wealth Management Advisory Group
New Jersey
$838K +$186K +1,545 +28%
MBT
283
Montecito Bank & Trust
California
$827K +$377K +3,127 +82%
JGC
284
J. Goldman & Co
New York
$808K -$1.26M -10,426 -61%
CWM
285
Cornerstone Wealth Management
Missouri
$794K -$113K -940 -12%
KA
286
Kovack Advisors
Florida
$777K +$197K +1,636 +34%
IWS
287
Insight Wealth Strategies
California
$773K +$460K +3,820 +143%
MFW
288
Mosaic Family Wealth
Missouri
$764K +$136K +1,129 +21%
BAM
289
Belpointe Asset Management
Nevada
$749K +$207K +1,717 +38%
BPWA
290
Beacon Pointe Wealth Advisors
California
$737K – – –
VWA
291
V Wealth Advisors
Kansas
$729K +$60.5K +502 +9%
BIA
292
Biondo Investment Advisors
Pennsylvania
$727K +$9.64K +80 +1%
SWM
293
SeaCrest Wealth Management
New York
$726K +$44.8K +372 +7%
VAS
294
Vestmark Advisory Solutions
Massachusetts
$706K +$6.27K +52 +0.9%
KWM
295
Kingsview Wealth Management
Oregon
$697K -$202K -1,674 -22%
WF
296
Welch & Forbes
Massachusetts
$694K – – –
FSC
297
Full Sail Capital
Oklahoma
$682K +$675K +5,597 New
DMC
298
Drexel Morgan & Co
Pennsylvania
$679K – – –
AWM
299
Alterna Wealth Management
Texas
$671K +$79.4K +659 +13%
TI
300
Trexquant Investment
Connecticut
$656K +$663K +5,498 New