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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
351
Brinker Capital Investments
Pennsylvania
$615K +$88.3K +456 +18%
OPS
352
Orion Portfolio Solutions
Nebraska
$615K +$88.3K +456 +18%
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$614K +$63.3K +327 +12%
ES
354
Eagle Strategies
New York
$613K +$14.9K +77 +3%
GF
355
Gries Financial
Ohio
$612K +$380K +1,964 +186%
BW
356
Bison Wealth
Georgia
$611K +$584K +3,015 New
EWA
357
EP Wealth Advisors
California
$610K +$180K +930 +45%
CA
358
Clearstead Advisors
Ohio
$606K
CWP
359
Cyndeo Wealth Partners
Florida
$606K -$855K -4,413 -60%
BFG
360
Baron Financial Group
New Jersey
$601K -$51.3K -265 -8%
O3W
361
Omni 360 Wealth
New Jersey
$600K +$2.9K +15 +0.5%
TRCT
362
Tower Research Capital (TRC)
New York
$598K +$551K +2,843 +2,682%
HIM
363
Hanlon Investment Management
New Jersey
$586K -$12K -62 -2%
PTC
364
Private Trust Company
Ohio
$584K +$34.5K +178 +7%
MW
365
Maia Wealth
Colorado
$572K -$775K -4,003 -59%
PWM
366
Palumbo Wealth Management
New York
$572K -$10.1K -52 -2%
Pathstone Holdings
367
Pathstone Holdings
New Jersey
$572K +$2.32K +12 +0.4%
PPWM
368
Perissos Private Wealth Management
Oklahoma
$570K -$18.8K -97 -3%
WP
369
WealthShield Partners
North Carolina
$568K +$174K +900 +47%
BIP
370
Blueprint Investment Partners
North Carolina
$568K +$542K +2,800 New
BB
371
Busey Bank
Illinois
$566K -$182K -938 -25%
IAG
372
Investment Advisory Group
Massachusetts
$565K -$14.5K -75 -3%
LFAS
373
Level Four Advisory Services
Texas
$559K -$41.8K -216 -7%
GCA
374
Genesee Capital Advisors
New York
$555K -$1.51M -7,790 -74%
MFWP
375
Mosaic Family Wealth Partners
Missouri
$546K -$114K -587 -18%