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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
301
Heritage Wealth Management (Arizona)
Arizona
$785K -$57.1K -407 -6%
MSA
302
Marino Stram & Associates
Massachusetts
$784K -$2.81K -20 -0.3%
ACK
303
Andrew C. Karlinski
$779K -$62.8K -448 -7%
FWM
304
Focused Wealth Management
New York
$770K -$4.07K -29 -0.5%
ATC
305
Argent Trust Co
Tennessee
$758K – – –
FHC
306
First Heartland Consultants
Missouri
$753K -$6.73K -48 -0.8%
GRP
307
Global Retirement Partners
California
$747K +$381K +2,718 +116%
PCA
308
Peddock Capital Advisors
Massachusetts
$735K +$4.77K +34 +0.6%
CIAS
309
CBIZ Investment Advisory Services
Ohio
$722K – – –
PP
310
Prudential plc
United Kingdom
$710K +$54.7K +390 +8%
GLA
311
Good Life Advisors
Pennsylvania
$682K -$67.2K -479 -8%
BFA
312
Beacon Financial Advisory
Ohio
$677K -$12.1K -86 -2%
IC
313
Inscription Capital
Texas
$669K -$774K -5,521 -52%
FNBTCON
314
First National Bank & Trust Co of Newtown
Pennsylvania
$655K -$8.41K -60 -1%
PFS
315
Prospera Financial Services
Texas
$648K -$236K -1,685 -25%
T
316
TRUADVICE
Florida
$643K +$612K +4,362 New
NA
317
NewEdge Advisors
Louisiana
$634K +$2.81K +20 +0.4%
TSWM
318
Tyler-Stone Wealth Management
Ohio
$631K -$279K -1,993 -29%
DWM
319
Dakota Wealth Management
Florida
$624K -$108K -769 -14%
AIC
320
Ayalon Insurance Company
Israel
$621K -$36.2K -258 -5%
BFS
321
Bickling Financial Services
Massachusetts
$620K -$7.85K -56 -1%
BWP
322
Bernardo Wealth Planning
Pennsylvania
$612K -$6.17K -44 -1%
CFS
323
CRA Financial Services
New Jersey
$598K +$2.38K +17 +0.4%
PWM
324
Palumbo Wealth Management
New York
$598K +$3.93K +28 +0.6%
AA
325
Advisory Alpha
Michigan
$579K -$255K -1,818 -29%