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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
351
Baron Financial Group
New Jersey
$630K -$180K -965 -23%
RCAG
352
Rehmann Capital Advisory Group
Michigan
$624K
FA
353
Flagstar Advisors
New York
$623K +$560 +3 +0.1%
BWA
354
Burt Wealth Advisors
Maryland
$620K -$43.7K -234 -7%
BWP
355
Bernardo Wealth Planning
Pennsylvania
$616K -$92.4K -495 -14%
WLIM
356
White Lighthouse Investment Management
Massachusetts
$614K -$14K -75 -2%
DS
357
DRW Securities
Illinois
$604K +$576K +3,088 New
C1AG
358
Client 1st Advisory Group
Florida
$584K -$56.3K -302 -9%
CA
359
Clearstead Advisors
Ohio
$583K +$328K +1,760 +143%
LFAS
360
Level Four Advisory Services
Texas
$580K +$555K +2,976 New
HIM
361
Hanlon Investment Management
New Jersey
$576K +$2.05K +11 +0.4%
ES
362
Eagle Strategies
New York
$574K +$550K +2,947 New
O3W
363
Omni 360 Wealth
New Jersey
$573K -$187 -1 -0%
PPWM
364
Perissos Private Wealth Management
Oklahoma
$567K -$3.17M -16,988 -85%
GSEP
365
Golden State Equity Partners
California
$560K +$536K +2,873 New
PWM
366
Palumbo Wealth Management
New York
$560K -$145K -777 -21%
IAG
367
Investment Advisory Group
Massachusetts
$558K
AAG
368
Armstrong Advisory Group
Massachusetts
$553K +$54.7K +293 +12%
ATC
369
Argent Trust Co
Tennessee
$552K
IWP
370
IAG Wealth Partners
Wisconsin
$548K -$381K -2,040 -42%
Pathstone Holdings
371
Pathstone Holdings
New Jersey
$547K +$319K +1,710 +156%
DWM
372
Dakota Wealth Management
Florida
$545K -$5.41K -29 -1%
PP
373
Prudential plc
United Kingdom
$542K -$26.2M -140,310 -98%
VT
374
Vise Technologies
New York
$527K +$505K +2,705 New
PTC
375
Private Trust Company
Ohio
$527K