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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
401
Cresset Asset Management
Illinois
$2.58M +$269K +902 +14%
AFS
402
Anderson Financial Strategies
Ohio
$2.54M -$372K -1,247 -13%
CRI
403
Commonwealth Retirement Investments
Virginia
$2.5M +$85K +285 +4%
CCFM
404
Clear Creek Financial Management
Washington
$2.49M +$329K +1,103 +18%
NAM
405
NTV Asset Management
West Virginia
$2.48M -$29.8K -100 -1%
FEG
406
Financial Enhancement Group
Indiana
$2.48M +$57.9K +194 +3%
FFA
407
Fortune Financial Advisors
Kansas
$2.46M +$255K +856 +14%
SWGC
408
Summit Wealth Group (Colorado)
Colorado
$2.46M -$8.36K -28 -0.4%
CIAS
409
CFS Investment Advisory Services
New Jersey
$2.43M -$28.9K -97 -1%
LFWA
410
LiftPoint Family Wealth Advisors
New Jersey
$2.42M -$727K -2,436 -26%
FA
411
Fermata Advisors
California
$2.41M -$96.1K -322 -4%
BAM
412
Belpointe Asset Management
Nevada
$2.4M +$747K +2,502 +56%
HP
413
Holistic Planning
Texas
$2.37M +$2.06M +6,914 New
BWIA
414
Bryant Woods Investment Advisors
New York
$2.35M +$7.46K +25 +0.4%
MFG
415
Magnus Financial Group
New York
$2.35M +$91.6K +307 +5%
LWM
416
Lodestone Wealth Management
Washington
$2.32M -$8.95K -30 -0.4%
MSA
417
Marino Stram & Associates
Massachusetts
$2.32M +$41.5K +139 +2%
OAM
418
Oppenheimer Asset Management
New York
$2.32M -$20.7M -69,239 -91%
FHA
419
Flagship Harbor Advisors
Massachusetts
$2.31M -$757K -2,536 -27%
PWM
420
Perigon Wealth Management
California
$2.3M -$206K -691 -9%
Betterment LLC
421
Betterment LLC
New York
$2.29M -$25.7K -86 -1%
RCA
422
Runnymede Capital Advisors
Ohio
$2.24M +$409K +1,372 +27%
LSIA
423
LaSalle St. Investment Advisors
Illinois
$2.23M +$658K +2,204 +51%
TFS
424
Thoroughbred Financial Services
Tennessee
$2.18M – – –
MG
425
Mather Group
Illinois
$2.17M -$435K -1,457 -19%