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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
326
Physician Wealth Advisors
Utah
$1.6M +$214 +1 +0%
Modern Wealth Management
327
Modern Wealth Management
Kansas
$1.56M +$394K +1,843 +31%
QPWM
328
Quadrant Private Wealth Management
Pennsylvania
$1.56M +$232K +1,086 +16%
NAM
329
NTV Asset Management
West Virginia
$1.55M -$21.4K -100 -1%
NP
330
Nilsine Partners
Colorado
$1.54M +$1.63M +7,627 New
BSTWA
331
Blake Schutter Theil Wealth Advisors
Ohio
$1.52M -$1.07K -5 -0.1%
OWCM
332
One Wealth Capital Management
Arizona
$1.5M +$286K +1,339 +22%
BFP
333
Beacon Financial Planning
Massachusetts
$1.5M +$228K +1,066 +17%
BWIA
334
Bryant Woods Investment Advisors
New York
$1.49M -$4.06K -19 -0.3%
TSWM
335
Tyler-Stone Wealth Management
Ohio
$1.49M -$105K -490 -6%
BBNB
336
Baker Boyer National Bank
Washington
$1.48M +$15.4K +72 +1%
RFG Advisory
337
RFG Advisory
Alabama
$1.47M +$184K +862 +13%
TPWA
338
Twin Peaks Wealth Advisors
California
$1.46M +$246K +1,151 +19%
Avior Wealth Management
339
Avior Wealth Management
Nebraska
$1.46M -$167K -780 -10%
CIAS
340
CBIZ Investment Advisory Services
Ohio
$1.45M – – –
FHA
341
Flagship Harbor Advisors
Massachusetts
$1.44M -$50.4K -236 -3%
PDL
342
Portfolio Design Labs
California
$1.44M -$146K -683 -9%
Modera Wealth Management
343
Modera Wealth Management
New Jersey
$1.42M -$427 -2 -0%
Spire Wealth Management
344
Spire Wealth Management
Virginia
$1.41M -$60.9K -285 -4%
SBIA
345
Sheaff Brock Investment Advisors
Indiana
$1.41M +$427 +2 +0%
William Blair & Company
346
William Blair & Company
Illinois
$1.39M -$110K -513 -7%
WQ
347
Wealth Quarterback
New Jersey
$1.36M -$84.8K -397 -6%
LWM
348
Lodestone Wealth Management
Washington
$1.35M -$39.1K -183 -3%
ISWM
349
Independent Solutions Wealth Management
New York
$1.34M +$106K +497 +8%
AA
350
ACT Advisors
North Carolina
$1.34M -$25K -117 -2%