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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
376
CFM Wealth Partners
Texas
$315K +$292K +2,410 New
BBHC
377
Brown Brothers Harriman & Co
New York
$307K +$297K +2,449 New
TFS
378
TrustCore Financial Services
Tennessee
$306K -$12.1K -100 -4%
SFC
379
SYM Financial Corp
Indiana
$303K +$293K +2,415 New
VWM
380
Valley Wealth Managers
New Jersey
$300K -$335K -2,758 -54%
KWM
381
Kingsview Wealth Management
Oregon
$293K -$426K -3,512 -60%
FNT
382
First National Trust
Pennsylvania
$293K +$283K +2,332 New
SFG
383
Summit Financial Group
West Virginia
$292K
ACP
384
Aveo Capital Partners
Colorado
$292K +$282K +2,323 New
KPCM
385
Kings Point Capital Management
New York
$290K +$182K +1,500 +185%
CT
386
Columbia Trust
Oregon
$290K +$281K +2,315 New
DE
387
Day & Ennis
Georgia
$284K -$1.67M -13,798 -86%
FIG
388
FundX Investment Group
California
$284K
MFGP
389
Marshall Financial Group (Pennsylvania)
Pennsylvania
$282K +$273K +2,246 New
SAM
390
Sequent Asset Management
Texas
$278K
EWA
391
EP Wealth Advisors
California
$276K -$167K -1,375 -38%
AIP
392
Ahrens Investment Partners
Louisiana
$276K -$30.3K -250 -10%
OPS
393
Orion Portfolio Solutions
Nebraska
$276K +$267K +2,197 New
MOS
394
MGO One Seven
Ohio
$274K -$150K -1,234 -36%
JCM
395
Jacobi Capital Management
Pennsylvania
$273K +$72.8K +600 +38%
Wealthfront Advisers
396
Wealthfront Advisers
California
$272K +$728 +6 +0.3%
OIA
397
OneDigital Investment Advisors
Kansas
$270K +$121 +1 +0%
MSR
398
Main Street Research
Connecticut
$267K
AWA
399
Arete Wealth Advisors
Illinois
$266K -$47.8K -394 -16%
PCA
400
Personal Capital Advisors
California
$263K -$728 -6 -0.3%