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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$233K +$77.7K +723 +53%
SDWIA
327
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$230K +$220K +2,047 New
MIH
328
Meitav Investment House
Israel
$224K
CW
329
CreativeOne Wealth
Kansas
$222K -$18K -167 -8%
GT
330
Glenmede Trust
Pennsylvania
$215K +$101K +936 +95%
FDCDDQ
331
Federation des caisses Desjardins du Quebec
Quebec, Canada
$214K -$144K -1,342 -41%
HFA
332
High Falls Advisors
New York
$213K +$204K +1,897 New
OFG
333
OmniStar Financial Group
North Carolina
$207K -$162K -1,509 -45%
WF
334
WealthTrust Fairport
Ohio
$201K -$614K -5,712 -76%
VFA
335
Valeo Financial Advisors
Indiana
$196K -$198K -1,842 -51%
MC
336
Muzinich & Co
New York
$188K +$180K +1,677 New
PCG
337
Private Capital Group
Connecticut
$186K -$202K -1,879 -53%
SAM
338
Shamrock Asset Management
Texas
$183K +$175K +1,629 New
RIA
339
Realta Investment Advisors
Delaware
$179K +$171K +1,587 New
JCM
340
Jacobi Capital Management
Pennsylvania
$177K
Rockefeller Capital Management
341
Rockefeller Capital Management
New York
$168K +$161K +1,496 New
AA
342
Advisory Alpha
Michigan
$147K +$140K +1,304 New
BBA
343
Braun-Bostich & Associates
Pennsylvania
$145K -$982K -9,138 -88%
IFAM
344
Institutional & Family Asset Management
Colorado
$114K +$32.8K +305 +43%
GTAM
345
Global Trust Asset Management
Florida
$108K +$1.72K +16 +2%
APSP
346
Asset Planning Services (Pennsylvania)
Pennsylvania
$102K -$215 -2 -0.2%
CMO
347
Covenant Multifamily Offices
Texas
$99K +$95.1K +885 New
William Blair & Company
348
William Blair & Company
Illinois
$96K +$18.4K +171 +25%
APC
349
Aspire Private Capital
North Carolina
$95K -$102K -946 -53%
FPB
350
First PREMIER Bank
South Dakota
$94K