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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
276
NewFocus Financial Group
Washington
$846K – – –
Moneta Group Investment Advisors
277
Moneta Group Investment Advisors
Missouri
$839K +$974K +7,879 New
WIA
278
Wealthstreet Investment Advisors
Texas
$828K -$71.1K -575 -7%
Heck Capital Advisors
279
Heck Capital Advisors
Wisconsin
$796K -$148K -1,199 -14%
MFGP
280
Marshall Financial Group (Pennsylvania)
Pennsylvania
$790K +$639K +5,172 +230%
PWMAG
281
Pinnacle Wealth Management Advisory Group
New Jersey
$776K +$34K +275 +4%
Teamwork Financial Advisors
282
Teamwork Financial Advisors
Texas
$776K +$82.1K +664 +10%
Meridian Wealth Advisors
283
Meridian Wealth Advisors
Texas
$774K -$3.4M -27,515 -79%
SVB Wealth
284
SVB Wealth
Massachusetts
$771K – – –
JWBC
285
John W. Brooker & Co
California
$756K +$134K +1,088 +18%
Independent Financial Group
286
Independent Financial Group
California
$754K +$875K +7,081 New
Greenleaf Trust
287
Greenleaf Trust
Michigan
$745K +$865K +7,000 New
WCG
288
Weaver Consulting Group
California
$739K -$56.2K -455 -6%
SCA
289
Snowden Capital Advisors
New York
$732K -$10.8K -87 -1%
RF
290
RHS Financial
California
$709K -$234K -1,890 -22%
LFG
291
LifePlan Financial Group
Ohio
$706K +$25K +202 +3%
Biondo Investment Advisors
292
Biondo Investment Advisors
Pennsylvania
$673K -$494 -4 -0.1%
Verus Capital Partners
293
Verus Capital Partners
Arizona
$668K +$691K +5,590 +822%
Marino Stram & Associates
294
Marino Stram & Associates
Massachusetts
$664K -$130K -1,052 -14%
Dynamic Advisor Solutions
295
Dynamic Advisor Solutions
Arizona
$662K +$11.9K +96 +2%
SeaCrest Wealth Management
296
SeaCrest Wealth Management
New York
$651K +$34.1K +276 +5%
First Heartland Consultants
297
First Heartland Consultants
Missouri
$639K -$732K -5,923 -50%
TFO Wealth Partners
298
TFO Wealth Partners
Ohio
$631K +$733K +5,928 New
Bank of Montreal
299
Bank of Montreal
Ontario, Canada
$626K +$253K +2,046 +51%
Welch & Forbes
300
Welch & Forbes
Massachusetts
$620K – – –