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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
401
ProVise Management Group
Florida
$297K -$53.3K -369 -15%
MMM
402
Mendel Money Management
Illinois
$296K +$38.8K +269 +15%
Washington Trust
403
Washington Trust
Rhode Island
$295K – – –
SVWAG
404
Sound View Wealth Advisors Group
Georgia
$294K -$60.5K -419 -17%
BFA
405
Beaumont Financial Advisors
Massachusetts
$291K – – –
RWG
406
Regal Wealth Group
California
$290K -$51.5K -357 -15%
TIAA Trust, National Association
407
TIAA Trust, National Association
North Carolina
$288K +$298K +2,064 New
LT
408
Legacy Trust
Michigan
$288K – – –
VIM
409
Vista Investment Management
Pennsylvania
$287K -$27.6K -191 -9%
ACG
410
Allen Capital Group
Nebraska
$286K -$91.2K -632 -24%
Level Four Advisory Services
411
Level Four Advisory Services
Texas
$284K -$21.1K -146 -7%
JJBC
412
James J. Burns & Company
New York
$283K – – –
Advisory Services Network
413
Advisory Services Network
Georgia
$282K +$35.1K +243 +14%
CWM
414
Centric Wealth Management
Illinois
$281K -$289 -2 -0.1%
National Bank of Canada
415
National Bank of Canada
Quebec, Canada
$280K – – –
AB
416
Atlas Brown
Kentucky
$279K – – –
CAL
417
Capital Advisors Ltd
Ohio
$279K – – –
BOPW
418
Brandywine Oak Private Wealth
Pennsylvania
$276K – – –
PWAG
419
Polaris Wealth Advisory Group
California
$273K +$19.6K +136 +7%
SGWM
420
Sterling Group Wealth Management
California
$268K -$56.6K -392 -17%
BFA
421
Beacon Financial Advisory
Ohio
$266K -$165K -1,146 -38%
AAM
422
Augustine Asset Management
Florida
$263K – – –
IFP Advisors
423
IFP Advisors
Florida
$261K -$148K -1,022 -35%
Miracle Mile Advisors
424
Miracle Mile Advisors
California
$261K -$148K -1,022 -35%
JCM
425
Jacobi Capital Management
Pennsylvania
$261K – – –