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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
326
Franklin Resources
California
$447K -$151K -1,250 -25%
PCIG
327
Partners Capital Investment Group
Massachusetts
$446K
PAA
328
Peregrine Asset Advisers
Oregon
$440K +$1.93K +16 +0.4%
IFWM
329
Institute for Wealth Management
Colorado
$435K -$7.83K -65 -2%
CA
330
Continuum Advisory
Idaho
$434K -$12.1K -100 -3%
EWA
331
EP Wealth Advisors
California
$426K -$29.5K -245 -6%
WA
332
WBH Advisory
Maryland
$423K +$94K +780 +28%
Comerica Bank
333
Comerica Bank
Texas
$413K +$419K +3,479 New
MOS
334
MGO One Seven
Ohio
$408K +$77.7K +645 +23%
AWE
335
Avidian Wealth Enterprises
Texas
$395K +$399K +3,310 New
IFS
336
Ifrah Financial Services
Arkansas
$390K -$213K -1,771 -35%
WWM
337
Windsor Wealth Management
Indiana
$389K +$141K +1,168 +53%
AFNAS
338
American Financial Network Advisory Services
California
$384K -$263K -2,183 -40%
RIA
339
Realta Investment Advisors
Delaware
$382K -$56.3K -467 -13%
SFM
340
Signet Financial Management
New Jersey
$382K +$58.9K +489 +18%
ATC
341
Argent Trust Co
Tennessee
$376K +$44.2K +367 +13%
PWMG
342
Prestige Wealth Management Group
New Jersey
$374K
SC
343
Scotia Capital
Ontario, Canada
$373K -$1.24M -10,282 -77%
CFG
344
CMC Financial Group
Georgia
$371K -$55.4K -460 -13%
PJSIMP
345
P.J. Schmidt Investment Management (PJS)
Wisconsin
$364K +$110K +909 +42%
AIA
346
Avalon Investment & Advisory
Texas
$363K +$150K +1,246 +69%
MSAM
347
Moloney Securities Asset Management
Missouri
$361K -$32.4K -269 -8%
PCG
348
Private Capital Group
Connecticut
$360K -$241 -2 -0.1%
PCM
349
Penserra Capital Management
California
$359K +$364K +3,016 New
CWM
350
Centric Wealth Management
Illinois
$353K +$8.2K +68 +2%