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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
426
Patriot Financial Group Insurance Agency
Massachusetts
$2.16M -$1.93M -6,459 -51%
DWML
427
Decker Wealth Management LLC
Tennessee
$2.16M +$16.4K +55 +0.9%
KWM
428
Kingsview Wealth Management
Oregon
$2.15M -$309K -1,035 -14%
GWSA
429
Global Wealth Strategies & Associates
Colorado
$2.15M -$485K -1,625 -21%
BCM
430
Berbice Capital Management
New York
$2.12M +$179K +600 +11%
CD
431
Chapin Davis
Maryland
$2.11M – – –
Capstone Investment Advisors
432
Capstone Investment Advisors
New York
$2.1M +$1.46M +4,906 +398%
AWM
433
Avior Wealth Management
Nebraska
$2.1M -$186K -622 -9%
Bank Julius Baer & Co
434
Bank Julius Baer & Co
Switzerland
$2.1M +$1.86M +6,240 New
SWM
435
Spire Wealth Management
Virginia
$2.09M -$94K -315 -5%
MWM
436
McCartney Wealth Management
Missouri
$2.08M +$5.37K +18 +0.3%
AA
437
Armis Advisers
Georgia
$2.08M +$435K +1,458 +29%
EIA
438
Eldridge Investment Advisors
New Hampshire
$2.07M -$10.4K -35 -0.6%
FNBTCON
439
First National Bank & Trust Co of Newtown
Pennsylvania
$2.07M +$128K +430 +7%
SWM
440
Silverlake Wealth Management
Vermont
$2.06M +$614K +2,056 +52%
PWMAG
441
Pinnacle Wealth Management Advisory Group
New Jersey
$2.05M +$121K +405 +7%
VWM
442
Venturi Wealth Management
Texas
$2.04M -$2.39K -8 -0.1%
HW
443
Hancock Whitney
Mississippi
$2.04M – – –
MWM
444
McNaughton Wealth Management
California
$2.02M – – –
BW
445
Blalock Williams
Alabama
$2.01M -$274K -918 -14%
GOCP
446
Great Oak Capital Partners
Massachusetts
$2M -$131K -440 -6%
BSTWA
447
Blake Schutter Theil Wealth Advisors
Ohio
$2M -$1.49K -5 -0.1%
OPWM
448
Oakwell Private Wealth Management
Texas
$1.99M – – –
PP
449
Patten & Patten
Tennessee
$1.99M – – –
AA
450
ACT Advisors
North Carolina
$1.97M -$12.2K -41 -0.7%