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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
EP Wealth Advisors
California
$578K +$117K +711 +26%
CA
402
CGN Advisors
Kansas
$561K -$452K -2,747 -45%
SWM
403
SeaCrest Wealth Management
New York
$553K -$44.1K -268 -8%
IAG
404
Investment Advisory Group
Massachusetts
$548K +$165 +1 +0%
WWP
405
WR Wealth Planners
Missouri
$547K +$535K +3,248 New
STB
406
S&T Bank
Pennsylvania
$543K -$42K -255 -7%
ACG
407
Allen Capital Group
Nebraska
$543K -$3.13K -19 -0.6%
AG
408
Ascent Group
Virginia
$541K +$77.8K +473 +17%
DWT
409
Dorsey & Whitney Trust
South Dakota
$538K
PMG
410
ProVise Management Group
Florida
$534K -$314K -1,908 -38%
OPWM
411
Oxinas Partners Wealth Management
Indiana
$533K +$7.57K +46 +1%
TSS
412
Two Sigma Securities
New York
$530K +$46.1K +280 +10%
EC
413
Estate Counselors
Wisconsin
$521K
Prudential Financial
414
Prudential Financial
New Jersey
$521K +$59.1K +359 +13%
SB
415
Strategic Blueprint
Georgia
$520K -$171K -1,036 -25%
CCA
416
Clearwater Capital Advisors
Illinois
$518K
SVWAG
417
Sound View Wealth Advisors Group
Georgia
$515K -$664K -4,035 -57%
WT
418
Washington Trust
Rhode Island
$511K +$296K +1,800 +146%
HAS
419
HBW Advisory Services
California
$510K -$84.1K -511 -14%
VWA
420
Visionary Wealth Advisors
Illinois
$502K -$1.87M -11,349 -79%
VAS
421
Vestmark Advisory Solutions
Massachusetts
$502K +$32.9K +200 +7%
BCP
422
Blackhawk Capital Partners
Wisconsin
$492K -$633K -3,844 -57%
IWA
423
IBEX Wealth Advisors
New Jersey
$489K +$15K +91 +3%
VC
424
Veracity Capital
Georgia
$488K -$106K -645 -18%
BC
425
Bowman & Company
Wisconsin
$487K -$13.3K -81 -3%