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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
301
Creative Planning
Kansas
$827K +$208K +1,719 +37%
FWIA
302
Fort Washington Investment Advisors
Ohio
$822K +$760K +6,277 New
SCA
303
Snowden Capital Advisors
New York
$810K -$83.4K -689 -10%
FHC
304
First Heartland Consultants
Missouri
$809K +$21.1K +174 +3%
WP
305
WealthShield Partners
North Carolina
$778K -$1.22M -10,043 -63%
VAG
306
VisionPoint Advisory Group
Texas
$776K -$361K -2,985 -35%
WA
307
Winfield Associates
Ohio
$770K -$375K -3,100 -35%
BWP
308
Bernardo Wealth Planning
Pennsylvania
$767K -$391K -3,232 -36%
CRCM
309
Corbett Road Capital Management
Virginia
$765K +$112K +925 +19%
WF
310
Welch & Forbes
Massachusetts
$762K
CAM
311
Concorde Asset Management
Michigan
$748K +$37.2K +307 +6%
AFA
312
Atlanta Financial Associates
Georgia
$747K +$26.9K +222 +4%
SC
313
Sepio Capital
Utah
$741K +$685K +5,658 New
AAP
314
Arax Advisory Partners
Colorado
$733K +$2.9K +24 +0.4%
MFW
315
Mosaic Family Wealth
Missouri
$732K +$2.9K +24 +0.4%
MWM
316
MBE Wealth Management
Wisconsin
$724K -$23.7K -196 -3%
PCM
317
Parsons Capital Management
Rhode Island
$714K -$35.8K -296 -5%
Bank of Montreal
318
Bank of Montreal
Ontario, Canada
$697K -$129K -1,062 -17%
PP
319
Prudential plc
United Kingdom
$692K -$424K -3,500 -40%
EP
320
Eudaimonia Partners
Tennessee
$691K -$394K -3,255 -38%
CW
321
CreativeOne Wealth
Kansas
$671K +$2.18K +18 +0.4%
VWM
322
Valley Wealth Managers
New Jersey
$666K +$237K +1,962 +63%
RF
323
RHS Financial
California
$663K -$194K -1,600 -24%
SWP
324
Summit Wealth Partners
Florida
$655K +$605K +5,000 New
STB
325
S&T Bank
Pennsylvania
$654K -$18.2K -150 -3%