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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
STB
326
S&T Bank
Pennsylvania
$697K -$38.1K -267 -5%
CFS
327
CRA Financial Services
New Jersey
$696K – – –
9WM
328
9258 Wealth Management
Ohio
$676K -$28.6K -200 -4%
Credit Suisse
329
Credit Suisse
Switzerland
$659K +$639K +4,469 New
WA
330
WBH Advisory
Maryland
$649K +$31.3K +219 +5%
PMG
331
ProVise Management Group
Florida
$646K -$640K -4,477 -51%
BFA
332
Beacon Financial Advisory
Ohio
$640K +$80.9K +566 +15%
CWP
333
CFM Wealth Partners
Texas
$636K +$211K +1,476 +52%
Belpointe Asset Management
334
Belpointe Asset Management
Nevada
$634K +$44.9K +314 +8%
PFGIA
335
Patriot Financial Group Insurance Agency
Massachusetts
$632K +$4.86K +34 +0.8%
OPCM
336
Osborne Partners Capital Management
California
$631K -$25.7K -180 -4%
NEIRG
337
New England Investment & Retirement Group
Massachusetts
$618K +$80K +560 +15%
IAN
338
Integrated Advisors Network
Texas
$615K +$596K +4,172 New
CCA
339
Clearwater Capital Advisors
Illinois
$598K -$3.43K -24 -0.6%
DY
340
Dowling & Yahnke
California
$586K – – –
MSAGDF
341
Moneda SA Administradora General de Fondos
Chile
$582K +$127K +891 +29%
AB
342
Atlas Brown
Kentucky
$581K +$572 +4 +0.1%
JGC
343
J. Goldman & Co
New York
$580K +$277K +1,942 +97%
Global Retirement Partners
344
Global Retirement Partners
California
$578K -$13.6K -95 -2%
GIA
345
Gladstone Institutional Advisory
Florida
$577K -$71K -497 -11%
KA
346
Kovack Advisors
Florida
$577K -$28.6K -200 -5%
Level Four Advisory Services
347
Level Four Advisory Services
Texas
$568K +$317K +2,221 +136%
GSC
348
G&S Capital
Colorado
$560K +$26.4K +185 +5%
55I LLC
349
55I LLC
Massachusetts
$558K +$541K +3,787 New
IFWM
350
Institute for Wealth Management
Colorado
$555K +$63.7K +446 +13%