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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
376
Fragasso Financial Advisors
Pennsylvania
$269K +$313K +2,529 New
BFPW
377
BOK Financial Private Wealth
Colorado
$267K
SAM
378
Sequent Asset Management
Texas
$266K +$35.2K +285 +13%
William Blair & Company
379
William Blair & Company
Illinois
$264K +$189K +1,530 +161%
AWM
380
Adams Wealth Management
Utah
$256K -$4.98M -40,317 -94%
IAA
381
Independent Advisor Alliance
North Carolina
$254K -$2.16M -17,498 -88%
LF
382
LifeSteps Financial
California
$253K -$26.4K -214 -8%
WAP
383
Wealthcare Advisory Partners
Pennsylvania
$252K +$235K +1,902 +413%
MOS
384
MGO One Seven
Ohio
$250K +$20.9K +169 +8%
BHB
385
Bank Hapoalim BM
Israel
$249K -$25K -202 -8%
SFG
386
Summit Financial Group
West Virginia
$248K
SDWMA
387
Schneider Downs Wealth Management Advisors
Pennsylvania
$246K +$286K +2,310 New
CAG
388
Csenge Advisory Group
Florida
$245K -$190K -1,541 -40%
CWP
389
CFM Wealth Partners
Texas
$239K -$21K -170 -7%
HGWM
390
Horst & Graben Wealth Management
Oregon
$235K +$272K +2,204 New
Wealthfront Advisers
391
Wealthfront Advisers
California
$229K -$1.61K -13 -0.6%
MSR
392
Main Street Research
Connecticut
$227K
PCA
393
Personal Capital Advisors
California
$222K -$989 -8 -0.4%
PAG
394
Private Advisory Group
Washington
$221K -$81.8K -662 -24%
VWM
395
Vigilare Wealth Management
Arizona
$221K +$257K +2,077 New
CAL
396
Capital Advisors Ltd
Ohio
$220K
BPA
397
Beacon Pointe Advisors
California
$219K +$260K +2,102 New
AWA
398
Arete Wealth Advisors
Illinois
$216K -$11.1K -90 -4%
MIH
399
Meitav Investment House
Israel
$213K
BOPW
400
Brandywine Oak Private Wealth
Pennsylvania
$211K +$245K +1,984 New