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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
301
SWP Financial
California
$1.91M +$78.4K +367 +4%
AQR Capital Management
302
AQR Capital Management
Connecticut
$1.9M -$138K -648 -6%
GA
303
Goldstein Advisors
Wisconsin
$1.9M -$106K -495 -5%
Caprock Group
304
Caprock Group
Idaho
$1.88M -$352K -1,647 -15%
Concurrent Investment Advisors
305
Concurrent Investment Advisors
Florida
$1.86M +$1.15M +5,388 +141%
Crestwood Advisors Group
306
Crestwood Advisors Group
Massachusetts
$1.83M -$4.49K -21 -0.2%
SM
307
Sweeney & Michel
California
$1.82M +$2.15M +10,074 New
Benjamin Edwards Inc
308
Benjamin Edwards Inc
Missouri
$1.82M +$406K +1,901 +27%
Sowell Financial Services
309
Sowell Financial Services
Arkansas
$1.82M +$1.92M +8,981 New
CWS
310
Cypress Wealth Services
California
$1.81M +$815K +3,813 +74%
SIS
311
Sound Income Strategies
Florida
$1.79M +$271K +1,270 +17%
Focus Financial Network
312
Focus Financial Network
Minnesota
$1.75M +$124K +578 +7%
EPW
313
Endeavor Private Wealth
Kansas
$1.73M +$598K +2,797 +49%
LAS
314
Lloyd Advisory Services
Georgia
$1.7M +$1.51M +7,048 +520%
HGWM
315
Horst & Graben Wealth Management
Oregon
$1.68M -$122K -569 -6%
CIAS
316
CFS Investment Advisory Services
New Jersey
$1.68M -$221K -1,035 -11%
AG
317
Ascent Group
Virginia
$1.66M -$196K -916 -10%
Brown Advisory
318
Brown Advisory
Maryland
$1.66M -$51.7K -242 -3%
EFG
319
Ehrlich Financial Group
California
$1.65M +$23.3K +109 +1%
FA
320
Fermata Advisors
California
$1.64M -$51.5K -241 -3%
Stratos Wealth Partners
321
Stratos Wealth Partners
Ohio
$1.64M -$44.7K -209 -3%
AR
322
Apeiron RIA
Texas
$1.63M +$111K +519 +7%
Vestmark Advisory Solutions
323
Vestmark Advisory Solutions
Massachusetts
$1.62M +$1.72M +8,038 New
OP
324
ORG Partners
Indiana
$1.62M +$204K +955 +14%
CWM
325
CCG Wealth Management
California
$1.61M – – –