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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
301
Parsons Capital Management
Rhode Island
$612K +$42.9K +347 +6%
MWM
302
MBE Wealth Management
Wisconsin
$609K -$498K -4,032 -41%
MAFM
303
Mid Atlantic Financial Management
Pennsylvania
$606K -$307K -2,482 -30%
Merit Financial Group
304
Merit Financial Group
Georgia
$604K +$702K +5,676 New
MFW
305
Mosaic Family Wealth
Missouri
$593K -$42.6K -345 -6%
Arax Advisory Partners
306
Arax Advisory Partners
Colorado
$593K +$462K +3,737 +204%
9WM
307
9258 Wealth Management
Ohio
$592K -$98.9K -800 -14%
AFA
308
Atlanta Financial Associates
Georgia
$584K +$678K +5,483 New
VFM
309
Vivid Financial Management
California
$581K -$276K -2,235 -29%
CAM
310
Concorde Asset Management
Michigan
$575K +$668K +5,401 New
PFGIA
311
Patriot Financial Group Insurance Agency
Massachusetts
$559K +$54K +437 +9%
STB
312
S&T Bank
Pennsylvania
$548K +$636K +5,146 New
C1AG
313
Client 1st Advisory Group
Florida
$543K -$820K -6,635 -57%
CreativeOne Wealth
314
CreativeOne Wealth
Kansas
$543K +$377K +3,049 +148%
OPCM
315
Osborne Partners Capital Management
California
$536K – – –
CCA
316
Clearwater Capital Advisors
Illinois
$531K -$522K -4,223 -46%
Glenmede Trust
317
Glenmede Trust
Pennsylvania
$530K – – –
JGC
318
J. Goldman & Co
New York
$529K -$950K -7,690 -61%
CRCM
319
Corbett Road Capital Management
Virginia
$524K -$516K -4,173 -46%
HSBC Holdings
320
HSBC Holdings
United Kingdom
$523K -$1.15M -9,329 -66%
SWM
321
Sugarloaf Wealth Management
Georgia
$522K -$439K -3,552 -42%
CFS
322
CRA Financial Services
New Jersey
$514K -$6.18K -50 -1%
TC
323
TAP Consulting
Missouri
$509K -$1.41M -11,394 -70%
ACG
324
Allen Capital Group
Nebraska
$505K +$386K +3,121 +192%
WWM
325
Windsor Wealth Management
Indiana
$503K +$2.97K +24 +0.5%