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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
326
Modera Wealth Management
New Jersey
$550K
MWM
327
MBE Wealth Management
Wisconsin
$535K
AFO
328
Arrowroot Family Office
California
$533K -$408K -2,905 -44%
FHA
329
Flagship Harbor Advisors
Massachusetts
$531K +$51K +363 +11%
IFWM
330
Institute for Wealth Management
Colorado
$524K +$281 +2 +0.1%
TFA
331
Teamwork Financial Advisors
Texas
$518K -$167K -1,190 -25%
SSA
332
Schonfeld Strategic Advisors
New York
$518K +$504K +3,588 New
ATC
333
Argent Trust Co
Tennessee
$510K -$223K -1,589 -31%
AllianceBernstein
334
AllianceBernstein
Tennessee
$505K
EP
335
Eudaimonia Partners
Tennessee
$499K -$1.83K -13 -0.4%
TWA
336
Talisman Wealth Advisors
New Jersey
$488K +$1.83K +13 +0.4%
BCM
337
Brookstone Capital Management
Illinois
$479K -$31.9K -227 -6%
BBNB
338
Baker Boyer National Bank
Washington
$475K -$11.2K -80 -2%
RAM
339
Riggs Asset Management
Pennsylvania
$470K +$458K +3,256 New
WP
340
WealthShield Partners
North Carolina
$462K -$459K -3,263 -50%
LWM
341
Lodestone Wealth Management
Washington
$460K +$449K +3,191 New
FFP
342
FourThought Financial Partners
Florida
$457K -$1.97M -14,005 -82%
SL
343
Stevard LLC
Illinois
$448K
BFA
344
Beacon Financial Advisory
Ohio
$440K -$178K -1,267 -29%
DWM
345
Dopkins Wealth Management
New York
$437K
GRP
346
Global Retirement Partners
California
$434K -$23.5K -167 -5%
RCM
347
Requisite Capital Management
Texas
$428K
FPAS
348
Focus Partners Advisor Solutions
Missouri
$426K -$23.5K -167 -5%
OPWM
349
Oxinas Partners Wealth Management
Indiana
$424K +$141 +1 +0%
OCM
350
Orion Capital Management
California
$424K -$229K -1,632 -36%