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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
SeaCrest Wealth Management
New York
$685K -$136K -964 -17%
CAM
302
Cidel Asset Management
Ontario, Canada
$684K -$19.7K -140 -3%
IFG
303
Independent Financial Group
California
$675K -$316K -2,250 -32%
VCA
304
Verdence Capital Advisors
Maryland
$668K
Citigroup
305
Citigroup
New York
$664K -$205K -1,460 -24%
GT
306
Glenmede Trust
Pennsylvania
$659K
CW
307
CreativeOne Wealth
Kansas
$648K -$359K -2,556 -36%
BFAG
308
Blackston Financial Advisory Group
Florida
$648K -$25.4K -181 -4%
BWM
309
BCGM Wealth Management
Indiana
$645K +$21.5K +153 +4%
DWM
310
Dakota Wealth Management
Florida
$644K +$68.1K +484 +12%
FA
311
Flagstar Advisors
New York
$640K -$90.8K -646 -13%
TSWM
312
Tyler-Stone Wealth Management
Ohio
$638K +$622K +4,421 New
LSA
313
Lion Street Advisors
Texas
$632K +$466K +3,314 New
WIA
314
World Investment Advisors
California
$631K -$76.9K -547 -11%
PWM
315
Palumbo Wealth Management
New York
$612K +$25.2K +179 +4%
CFS
316
CRA Financial Services
New Jersey
$596K -$19.7K -140 -3%
CA
317
CGN Advisors
Kansas
$592K -$22.4K -159 -4%
AFC
318
Adaptive Financial Consulting
Ohio
$578K -$14.9M -105,645 -96%
9WM
319
9258 Wealth Management
Ohio
$561K -$70.3K -500 -11%
BWP
320
Bernardo Wealth Planning
Pennsylvania
$559K -$49.6K -353 -8%
ES
321
Eagle Strategies
New York
$557K -$245K -1,741 -31%
WLIM
322
White Lighthouse Investment Management
Massachusetts
$554K -$159K -1,128 -23%
MFWP
323
Mosaic Family Wealth Partners
Missouri
$554K -$17.6K -125 -3%
WCM
324
WealthBridge Capital Management
Ohio
$552K +$141 +1 +0%
Financial Engines Advisors
325
Financial Engines Advisors
California
$551K -$66.5K -473 -11%