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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWA
301
FSM Wealth Advisors
Ohio
$601K +$1.61K +11 +0.3%
MWM
302
Modera Wealth Management
New Jersey
$599K
BWM
303
BCGM Wealth Management
Indiana
$599K -$81.9K -558 -13%
Squarepoint
304
Squarepoint
New York
$594K -$1.06M -7,202 -66%
BWP
305
Bernardo Wealth Planning
Pennsylvania
$590K -$13.7K -93 -2%
MWM
306
MBE Wealth Management
Wisconsin
$582K
CA
307
CGN Advisors
Kansas
$581K -$34.9K -238 -6%
SS
308
Simplicity Solutions
Minnesota
$572K +$535K +3,645 New
IFWM
309
Institute for Wealth Management
Colorado
$570K +$440 +3 +0.1%
Financial Engines Advisors
310
Financial Engines Advisors
California
$567K +$2.35K +16 +0.4%
CFD
311
Creative Financial Designs
Indiana
$562K -$192K -1,307 -27%
MFWP
312
Mosaic Family Wealth Partners
Missouri
$562K -$37.9K -258 -7%
CWS
313
Confluence Wealth Services
Pennsylvania
$561K +$525K +3,574 New
SWA
314
Strata Wealth Advisors
Texas
$560K
C1AG
315
Client 1st Advisory Group
Florida
$558K -$144K -978 -22%
IFG
316
Independent Financial Group
California
$557K -$1.11M -7,538 -68%
GA
317
GSG Advisors
New Jersey
$555K -$35.2K -240 -6%
MWM
318
Mosley Wealth Management
California
$553K +$517K +3,523 New
AllianceBernstein
319
AllianceBernstein
Tennessee
$549K
BWA
320
Burt Wealth Advisors
Maryland
$548K -$164K -1,120 -24%
SFG
321
Sovereign Financial Group
Connecticut
$547K -$209K -1,426 -29%
CFS
322
CRA Financial Services
New Jersey
$545K -$77.8K -530 -13%
EMAM
323
Encompass More Asset Management
California
$543K +$508K +3,458 New
RCAG
324
Rehmann Capital Advisory Group
Michigan
$536K +$502K +3,418 New
DWM
325
Dakota Wealth Management
Florida
$530K -$8.51K -58 -2%