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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
401
Golden State Wealth Management
California
$915K
BFS
402
Bickling Financial Services
Massachusetts
$910K -$86K -520 -8%
DAS
403
Dynamic Advisor Solutions
Arizona
$904K -$64.3K -389 -6%
BWP
404
Bernardo Wealth Planning
Pennsylvania
$888K +$20.2K +122 +2%
TRCT
405
Tower Research Capital (TRC)
New York
$885K +$855K +5,171 +1,558%
MAFM
406
Mid Atlantic Financial Management
Pennsylvania
$885K +$910K +5,503 New
CA
407
Continuum Advisory
Idaho
$881K +$234K +1,413 +39%
NEIRG
408
New England Investment & Retirement Group
Massachusetts
$872K +$136K +822 +18%
CAS
409
Cascadia Advisory Services
Oregon
$867K +$891K +5,391 New
PFGIA
410
Patriot Financial Group Insurance Agency
Massachusetts
$837K +$133K +805 +18%
SWA
411
Stratos Wealth Advisors
Ohio
$830K -$1.09M -6,610 -56%
VC
412
Veracity Capital
Georgia
$824K +$93.7K +567 +12%
PMG
413
ProVise Management Group
Florida
$815K -$102K -619 -11%
MFW
414
Mosaic Family Wealth
Missouri
$812K -$49.8K -301 -6%
WA
415
Winfield Associates
Ohio
$806K -$67.6K -409 -8%
QCG
416
Quadrant Capital Group
Ohio
$794K -$74.2K -449 -8%
STB
417
S&T Bank
Pennsylvania
$785K -$29.9K -181 -4%
CFS
418
CRA Financial Services
New Jersey
$785K +$25.6K +155 +3%
RG
419
Retirement Group
California
$776K -$47.8K -289 -6%
CA
420
Calton & Associates
Florida
$773K +$393K +2,376 +98%
Bank of Nova Scotia
421
Bank of Nova Scotia
Ontario, Canada
$754K
MYIA
422
Mount Yale Investment Advisors
Colorado
$754K +$775K +4,690 New
WAP
423
Wealthcare Advisory Partners
Pennsylvania
$750K +$4.96K +30 +0.6%
DWT
424
Dorsey & Whitney Trust
South Dakota
$740K +$761K +4,600 New
FFS
425
Founders Financial Securities
Maryland
$733K -$413K -2,496 -35%