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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
376
Amplius Wealth Advisors
Pennsylvania
$545K
LWM
377
LongView Wealth Management
Georgia
$542K
OPWM
378
Oxinas Partners Wealth Management
Indiana
$542K -$1.36K -7 -0.3%
OCM
379
One Capital Management
California
$542K
JGC
380
J. Goldman & Co
New York
$538K +$514K +2,653 New
LIA
381
LS Investment Advisors
Michigan
$537K
HWM
382
Hemington Wealth Management
Virginia
$531K +$32.5K +168 +7%
PIA
383
Perennial Investment Advisors
California
$522K +$194 +1 +0%
WC
384
Waterloo Capital
Texas
$522K
MIM
385
MTM Investment Management
South Carolina
$514K
TWP
386
Tyche Wealth Partners
Texas
$514K +$12.8K +66 +3%
KF
387
KKM Financial
Illinois
$511K
IWP
388
IAG Wealth Partners
Wisconsin
$508K -$58.7K -303 -11%
NMG
389
New Millennium Group
Utah
$503K -$26.7K -138 -5%
FFA
390
First Foundation Advisors
California
$503K +$194 +1 +0%
SPI
391
Santori & Peters Inc
Pennsylvania
$502K +$387 +2 +0.1%
Bank of Montreal
392
Bank of Montreal
Ontario, Canada
$501K -$18.2K -94 -4%
SWAG
393
Spectrum Wealth Advisory Group
California
$494K +$194 +1 +0%
TIAA Trust, National Association
394
TIAA Trust, National Association
North Carolina
$491K +$32.9K +170 +8%
GSEP
395
Golden State Equity Partners
California
$487K -$90.8K -469 -16%
EC
396
Estate Counselors
Wisconsin
$487K +$465K +2,400 New
WLIM
397
White Lighthouse Investment Management
Massachusetts
$486K -$146K -755 -24%
C1AG
398
Client 1st Advisory Group
Florida
$485K -$118K -607 -20%
EA
399
Ergawealth Advisors
Illinois
$477K -$387 -2 -0.1%
EFMC
400
Empire Financial Management Company
New York
$464K -$19.2K -99 -4%