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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
301
WealthShield Partners
North Carolina
$379K -$1.29M -12,011 -76%
BHB
302
Bank Hapoalim BM
Israel
$376K -$16.1K -150 -4%
MSAM
303
Moloney Securities Asset Management
Missouri
$372K -$39.2K -366 -9%
NFG
304
Noven Financial Group
Colorado
$360K +$1.07K +10 +0.3%
VFA
305
Valeo Financial Advisors
Indiana
$360K +$73.8K +689 +24%
PCG
306
Private Capital Group
Connecticut
$354K -$66.5K -621 -15%
S
307
SignatureFD
Georgia
$347K +$78.3K +731 +27%
LA
308
LexAurum Advisors
Kansas
$340K -$19.2K -179 -5%
OFG
309
OmniStar Financial Group
North Carolina
$337K -$4.07K -38 -1%
LRIA
310
Leonard Rickey Investment Advisors
Washington
$330K -$90.2K -843 -20%
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$326K +$136K +1,270 +64%
CBFP
312
Cedar Brook Financial Partners
Ohio
$317K +$339K +3,166 New
SXL
313
Summit X LLC
Missouri
$314K +$72.3K +675 +28%
SFS
314
Strategic Financial Services
New York
$306K +$326K +3,048 New
SG
315
StoneX Group
New York
$305K -$160K -1,491 -33%
PS
316
Portfolio Strategies
New York
$304K -$4.71K -44 -1%
EWF
317
Epstein & White Financial
California
$296K -$435K -4,064 -58%
Marshall Wace
318
Marshall Wace
United Kingdom
$291K +$310K +2,900 New
EF
319
Empirical Finance
Pennsylvania
$285K
CA
320
Continuum Advisory
Idaho
$283K -$260K -2,430 -46%
DAS
321
Dynamic Advisor Solutions
Arizona
$276K -$31.9K -298 -10%
KWM
322
Kingsview Wealth Management
Oregon
$273K +$292K +2,726 New
IAA
323
Independent Advisor Alliance
North Carolina
$258K +$258K +2,413 New
AB
324
Atlas Brown
Kentucky
$257K +$16.1K +150 +6%
AAP
325
Arax Advisory Partners
Colorado
$255K -$140K -1,305 -34%