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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
376
Strategic Wealth Partners
Ohio
$387K +$414K +2,951 New
DWM
377
Dopkins Wealth Management
New York
$385K +$51.5K +367 +14%
4WM
378
4J Wealth Management
Virginia
$384K -$10.5K -75 -2%
CT
379
Colonial Trust
South Carolina
$378K +$404K +2,881 New
IAG
380
Investment Advisory Group
Massachusetts
$375K +$280 +2 +0.1%
BBNB
381
Baker Boyer National Bank
Washington
$372K +$16K +114 +4%
DAS
382
Dynamic Advisor Solutions
Arizona
$371K -$126K -902 -24%
ACG
383
Allen Capital Group
Nebraska
$366K -$26.9K -192 -6%
RW
384
Rede Wealth
Virginia
$365K -$63.9K -456 -14%
IWA
385
IBEX Wealth Advisors
New Jersey
$365K -$3.79K -27 -1%
PAG
386
Private Advisory Group
Washington
$365K +$27.2K +194 +7%
CCA
387
Clearwater Capital Advisors
Illinois
$363K +$30.7K +219 +9%
RFN
388
RDA Financial Network
Iowa
$361K
ACM
389
Advisors Capital Management
New Jersey
$357K +$110K +784 +48%
PWAG
390
Polaris Wealth Advisory Group
California
$356K
Wolverine Trading
391
Wolverine Trading
Illinois
$356K +$10.1K +72 +3%
GT
392
Glenmede Trust
Pennsylvania
$356K +$31K +221 +9%
AR
393
Apeiron RIA
Texas
$355K +$369K +2,634 New
VAS
394
Vestmark Advisory Solutions
Massachusetts
$354K +$55.4K +395 +17%
SVWAG
395
Sound View Wealth Advisors Group
Georgia
$353K -$13.7K -98 -4%
AWA
396
Amplius Wealth Advisors
Pennsylvania
$353K
VIM
397
Vista Investment Management
Pennsylvania
$351K -$232K -1,656 -38%
JAG
398
Journey Advisory Group
Kentucky
$348K
PMG
399
ProVise Management Group
Florida
$347K -$12.1K -86 -3%
FWM
400
Fingerlakes Wealth Management
New York
$339K +$982 +7 +0.3%