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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
301
AQR Capital Management
Connecticut
$1.9M -$138K -648 -6%
GA
302
Goldstein Advisors
Wisconsin
$1.9M -$106K -495 -5%
CG
303
Caprock Group
Idaho
$1.88M -$352K -1,647 -15%
CIA
304
Concurrent Investment Advisors
Florida
$1.86M +$1.15M +5,388 +141%
CAG
305
Crestwood Advisors Group
Massachusetts
$1.83M -$4.49K -21 -0.2%
SM
306
Sweeney & Michel
California
$1.82M +$2.15M +10,074 New
BEI
307
Benjamin Edwards Inc
Missouri
$1.82M +$406K +1,901 +27%
SFS
308
Sowell Financial Services
Arkansas
$1.82M +$1.92M +8,981 New
CWS
309
Cypress Wealth Services
California
$1.81M +$815K +3,813 +74%
SIS
310
Sound Income Strategies
Florida
$1.79M +$271K +1,270 +17%
FFN
311
Focus Financial Network
Minnesota
$1.75M +$124K +578 +7%
EPW
312
Endeavor Private Wealth
Kansas
$1.73M +$598K +2,797 +49%
LAS
313
Lloyd Advisory Services
Georgia
$1.7M +$1.51M +7,048 +520%
HGWM
314
Horst & Graben Wealth Management
Oregon
$1.68M -$122K -569 -6%
CIAS
315
CFS Investment Advisory Services
New Jersey
$1.68M -$221K -1,035 -11%
AG
316
Ascent Group
Virginia
$1.66M -$196K -916 -10%
Brown Advisory
317
Brown Advisory
Maryland
$1.66M -$51.7K -242 -3%
EFG
318
Ehrlich Financial Group
California
$1.65M +$23.3K +109 +1%
FA
319
Fermata Advisors
California
$1.64M -$51.5K -241 -3%
SWP
320
Stratos Wealth Partners
Ohio
$1.64M -$44.7K -209 -3%
AR
321
Apeiron RIA
Texas
$1.63M +$111K +519 +7%
VAS
322
Vestmark Advisory Solutions
Massachusetts
$1.62M +$1.72M +8,038 New
OP
323
ORG Partners
Indiana
$1.62M +$204K +955 +14%
CWM
324
CCG Wealth Management
California
$1.61M
PWA
325
Physician Wealth Advisors
Utah
$1.6M +$214 +1 +0%