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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
376
Allred Capital Management
Texas
$294K -$198K -1,598 -37%
PJSIMP
377
P.J. Schmidt Investment Management (PJS)
Wisconsin
$272K -$201K -1,627 -39%
FFA
378
Fragasso Financial Advisors
Pennsylvania
$269K +$313K +2,529 New
BFPW
379
BOK Financial Private Wealth
Colorado
$267K – – –
SAM
380
Sequent Asset Management
Texas
$266K +$35.2K +285 +13%
William Blair & Company
381
William Blair & Company
Illinois
$264K +$189K +1,530 +161%
AWM
382
Adams Wealth Management
Utah
$256K -$4.98M -40,317 -94%
Independent Advisor Alliance
383
Independent Advisor Alliance
North Carolina
$254K -$2.16M -17,498 -88%
LF
384
LifeSteps Financial
California
$253K -$26.4K -214 -8%
WAP
385
Wealthcare Advisory Partners
Pennsylvania
$252K +$235K +1,902 +413%
MGO One Seven
386
MGO One Seven
Ohio
$250K +$20.9K +169 +8%
BHB
387
Bank Hapoalim BM
Israel
$249K -$25K -202 -8%
SFG
388
Summit Financial Group
West Virginia
$248K – – –
SDWMA
389
Schneider Downs Wealth Management Advisors
Pennsylvania
$246K +$286K +2,310 New
Csenge Advisory Group
390
Csenge Advisory Group
Florida
$245K -$190K -1,541 -40%
CWP
391
CFM Wealth Partners
Texas
$239K -$21K -170 -7%
HGWM
392
Horst & Graben Wealth Management
Oregon
$235K +$272K +2,204 New
Wealthfront Advisers
393
Wealthfront Advisers
California
$229K -$1.61K -13 -0.6%
MSR
394
Main Street Research
Connecticut
$227K – – –
Personal Capital Advisors
395
Personal Capital Advisors
California
$222K -$989 -8 -0.4%
PAG
396
Private Advisory Group
Washington
$221K -$81.8K -662 -24%
VWM
397
Vigilare Wealth Management
Arizona
$221K +$257K +2,077 New
CAL
398
Capital Advisors Ltd
Ohio
$220K – – –
Beacon Pointe Advisors
399
Beacon Pointe Advisors
California
$219K +$260K +2,102 New
AWA
400
Arete Wealth Advisors
Illinois
$216K -$11.1K -90 -4%