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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fort Washington Investment Advisors
301
Fort Washington Investment Advisors
Ohio
$925K – – –
SCA
302
Snowden Capital Advisors
New York
$885K -$26.4K -185 -3%
FWP
303
FAS Wealth Partners
Kansas
$878K -$140K -983 -14%
FHC
304
First Heartland Consultants
Missouri
$877K -$31.9K -223 -4%
WA
305
Winfield Associates
Ohio
$869K +$1.86K +13 +0.2%
SWP
306
Summit Wealth Partners
Florida
$860K +$119K +836 +17%
Welch & Forbes
307
Welch & Forbes
Massachusetts
$858K – – –
MFW
308
Mosaic Family Wealth
Missouri
$853K +$28K +196 +4%
VAG
309
VisionPoint Advisory Group
Texas
$849K +$14.7K +103 +2%
SC
310
Sepio Capital
Utah
$835K +$1.43K +10 +0.2%
SWAG
311
Spectrum Wealth Advisory Group
California
$835K +$359K +2,516 +80%
BWP
312
Bernardo Wealth Planning
Pennsylvania
$828K -$33.3K -233 -4%
Arax Advisory Partners
313
Arax Advisory Partners
Colorado
$825K +$857 +6 +0.1%
CRCM
314
Corbett Road Capital Management
Virginia
$819K -$41.3K -289 -5%
TFA
315
Teamwork Financial Advisors
Texas
$815K -$630K -4,410 -44%
VWA
316
V Wealth Advisors
Kansas
$791K -$2.6M -18,204 -77%
Bank of Montreal
317
Bank of Montreal
Ontario, Canada
$790K +$51.6K +361 +7%
SWM
318
SeaCrest Wealth Management
New York
$766K -$254K -1,777 -25%
CreativeOne Wealth
319
CreativeOne Wealth
Kansas
$764K +$8.57K +60 +1%
PCM
320
Parsons Capital Management
Rhode Island
$746K -$55.6K -389 -7%
VCM
321
Virtue Capital Management
Tennessee
$737K +$714K +4,999 New
NR
322
Newfound Research
Massachusetts
$734K +$707K +4,949 +16,497%
RF
323
RHS Financial
California
$731K -$14.4K -101 -2%
MWM
324
MBE Wealth Management
Wisconsin
$724K – – –
Wedbush Securities
325
Wedbush Securities
California
$721K +$474K +3,320 +212%