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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFAG
301
Blackston Financial Advisory Group
Florida
$608K -$20.2K -140 -3%
TSWM
302
Tyler-Stone Wealth Management
Ohio
$602K -$16.6K -115 -3%
HGWM
303
Horst & Graben Wealth Management
Oregon
$590K -$213K -1,477 -26%
WIA
304
World Investment Advisors
California
$583K -$31.3K -217 -5%
FA
305
Flagstar Advisors
New York
$581K -$42.2K -292 -7%
SPI
306
Santori & Peters Inc
Pennsylvania
$572K -$800K -5,545 -58%
KWA
307
Kingswood Wealth Advisors
California
$572K -$2.38M -16,519 -80%
PWM
308
Palumbo Wealth Management
New York
$566K -$27.6K -191 -5%
AFC
309
Adaptive Financial Consulting
Ohio
$560K -$289 -2 -0%
SCA
310
Snowden Capital Advisors
New York
$559K -$158K -1,092 -21%
CFS
311
CRA Financial Services
New Jersey
$559K -$18.8K -130 -3%
CA
312
CGN Advisors
Kansas
$551K -$23.4K -162 -4%
FPAS
313
Focus Partners Advisor Solutions
Missouri
$547K +$138K +959 +32%
9WM
314
9258 Wealth Management
Ohio
$543K
GA
315
GSG Advisors
New Jersey
$541K +$559K +3,874 New
BWP
316
Bernardo Wealth Planning
Pennsylvania
$538K -$2.89K -20 -0.5%
MFWP
317
Mosaic Family Wealth Partners
Missouri
$536K
FWA
318
FSM Wealth Advisors
Ohio
$534K +$130K +900 +31%
MWM
319
Modera Wealth Management
New Jersey
$533K
FHA
320
Flagship Harbor Advisors
Massachusetts
$531K +$17.2K +119 +3%
MWM
321
MBE Wealth Management
Wisconsin
$518K
BCM
322
Brookstone Capital Management
Illinois
$510K +$38K +263 +8%
IFWM
323
Institute for Wealth Management
Colorado
$507K
Citigroup
324
Citigroup
New York
$506K -$141K -976 -21%
Financial Engines Advisors
325
Financial Engines Advisors
California
$504K -$32.2K -223 -6%