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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SXL
401
Summit X LLC
Missouri
$645K -$1.63M -9,148 -71%
TFA
402
Teamwork Financial Advisors
Texas
$624K -$22.9K -129 -4%
CAM
403
Concorde Asset Management
Michigan
$620K -$114K -640 -15%
AllianceBernstein
404
AllianceBernstein
Tennessee
$615K
WAP
405
Wealthcare Advisory Partners
Pennsylvania
$613K -$340K -1,916 -35%
STB
406
S&T Bank
Pennsylvania
$612K -$58.1K -327 -9%
HGWM
407
Horst & Graben Wealth Management
Oregon
$607K -$2.9M -16,345 -83%
GIA
408
Gladstone Institutional Advisory
Florida
$601K -$94.9K -534 -14%
HA
409
HYA Advisors
Missouri
$601K +$127K +716 +27%
SRC
410
Shufro Rose & Co
New York
$593K +$92.9K +523 +18%
VFA
411
Valeo Financial Advisors
Indiana
$581K -$76.9K -433 -12%
ACG
412
Allen Capital Group
Nebraska
$581K -$6.75K -38 -1%
FWIA
413
Fort Washington Investment Advisors
Ohio
$571K -$1.52M -8,558 -72%
BOPW
414
Brandywine Oak Private Wealth
Pennsylvania
$570K
JPLA
415
Joseph P. Lucia & Associates
New York
$567K -$10.7K -60 -2%
DWT
416
Dorsey & Whitney Trust
South Dakota
$562K -$213K -1,200 -27%
DWP
417
Destiny Wealth Partners
Florida
$561K -$147K -826 -21%
UA
418
Unison Advisors
District of Columbia
$555K +$96.8K +545 +21%
OPWM
419
Oxinas Partners Wealth Management
Indiana
$543K +$2.31K +13 +0.4%
PJSIMP
420
P.J. Schmidt Investment Management (PJS)
Wisconsin
$543K +$11.9K +67 +2%
WT
421
Washington Trust
Rhode Island
$533K +$219K +1,235 +69%
CCA
422
Clearwater Capital Advisors
Illinois
$530K -$62.2K -350 -10%
FDCDDQ
423
Federation des caisses Desjardins du Quebec
Quebec, Canada
$520K -$18.7K -105 -3%
PWAG
424
Polaris Wealth Advisory Group
California
$520K
GRP
425
Global Retirement Partners
California
$516K -$73K -411 -12%