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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
351
Flagship Harbor Advisors
Massachusetts
$2.31M +$558K +2,224 +32%
SIS
352
Sound Income Strategies
Florida
$2.29M -$71.6K -285 -3%
Davenport & Co
353
Davenport & Co
Virginia
$2.29M +$257K +1,023 +13%
Brown Advisory
354
Brown Advisory
Maryland
$2.27M +$9.29K +37 +0.4%
HPM
355
Hoxton Planning & Management
West Virginia
$2.26M +$851K +3,391 +60%
LFWA
356
LiftPoint Family Wealth Advisors
New Jersey
$2.25M +$2.26M +9,007 New
HB Wealth Management
357
HB Wealth Management
Georgia
$2.24M +$948K +3,776 +73%
BFP
358
Beacon Financial Planning
Massachusetts
$2.23M +$367K +1,460 +20%
Crestwood Advisors Group
359
Crestwood Advisors Group
Massachusetts
$2.23M +$17.1K +68 +0.8%
Pinnacle Associates
360
Pinnacle Associates
New York
$2.21M +$388K +1,544 +21%
Diversify Advisory Services
361
Diversify Advisory Services
Utah
$2.2M +$477K +1,901 +29%
HCM
362
Highview Capital Management
Illinois
$2.15M +$2.16M +8,594 New
Perigon Wealth Management
363
Perigon Wealth Management
California
$2.15M -$707K -2,814 -25%
William Blair & Company
364
William Blair & Company
Illinois
$2.14M +$185K +738 +9%
Arkadios Wealth Advisors
365
Arkadios Wealth Advisors
Georgia
$2.13M +$220K +876 +11%
DWA
366
Davis Wealth Advisors
New Hampshire
$2.08M +$815K +3,246 +64%
FFG
367
Fortune Financial Group
Florida
$2.02M +$1.82M +7,259 New
SWM
368
Scissortail Wealth Management
Oklahoma
$2.02M +$13.6K +54 +0.7%
GA
369
Goldstein Advisors
Wisconsin
$2.01M -$1K -4 -0%
Focus Partners Wealth
370
Focus Partners Wealth
Massachusetts
$2.01M -$231M -919,150 -99%
BBNB
371
Baker Boyer National Bank
Washington
$2M +$193K +768 +11%
CIAS
372
CFS Investment Advisory Services
New Jersey
$1.99M -$4.02K -16 -0.2%
CWM
373
CCG Wealth Management
California
$1.99M – – –
PWA
374
Physician Wealth Advisors
Utah
$1.96M – – –
HAFG
375
Hansen & Associates Financial Group
California
$1.94M +$204K +812 +12%