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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
276
B.O.S.S. Retirement Advisors
Utah
$3.38M +$118K +471 +3%
EFG
277
Ehrlich Financial Group
California
$3.32M +$137K +544 +4%
PIA
278
Polaris Investment Advisors
Massachusetts
$3.31M +$269K +1,072 +8%
Valmark Advisers
279
Valmark Advisers
Ohio
$3.3M -$3.02K -12 -0.1%
CWM
280
Clearview Wealth Management
California
$3.29M +$3.45M +13,721 New
Caprock Group
281
Caprock Group
Idaho
$3.28M -$79.7K -317 -2%
WA
282
Whipplewood Advisors
Colorado
$3.25M -$25.9K -103 -0.8%
Independent Advisor Alliance
283
Independent Advisor Alliance
North Carolina
$3.22M +$3.05M +12,153 +949%
Signature Estate & Investment Advisors
284
Signature Estate & Investment Advisors
California
$3.21M +$319K +1,268 +10%
FFG
285
Fortune Financial Group
Florida
$3.17M +$1.49M +5,931 +82%
AWA
286
ARQ Wealth Advisors
Arizona
$3.16M -$52.5K -209 -2%
PIA
287
Pinion Investment Advisors
Kansas
$3.16M +$3.3M +13,152 New
MA
288
Modus Advisors
Minnesota
$3.13M +$1.46M +5,799 +80%
WA
289
Win Advisors
Florida
$3.12M +$3.27M +13,013 New
Simplicity Wealth
290
Simplicity Wealth
New Jersey
$3.1M -$1.47M -5,842 -31%
GSEP
291
Golden State Equity Partners
California
$3.08M +$1.85M +7,374 +135%
BWMG
292
Barnes Wealth Management Group
California
$3.07M +$113K +448 +4%
KNFPWM
293
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.07M -$29.9K -119 -0.9%
PFGIA
294
Patriot Financial Group Insurance Agency
Massachusetts
$3.06M +$1.61M +6,388 +100%
CPG
295
Cornerstone Planning Group
New Jersey
$3.06M +$818K +3,256 +45%
OWCM
296
One Wealth Capital Management
Arizona
$3.05M +$7.79K +31 +0.3%
Arkadios Wealth Advisors
297
Arkadios Wealth Advisors
Georgia
$3.04M +$1.04M +4,139 +49%
UMB Bank
298
UMB Bank
Missouri
$2.99M +$1.83M +7,280 +140%
BBA
299
Braun-Bostich & Associates
Pennsylvania
$2.93M +$177K +706 +6%
IB
300
Intrust Bank
Kansas
$2.9M -$12M -47,613 -80%