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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Continuum Advisory
Idaho
$582K +$337K +2,200 +156%
VR
427
Viridian RIA
Washington
$581K
GVAG
428
Great Valley Advisor Group
Delaware
$575K -$1.02M -6,653 -65%
VAS
429
Vestmark Advisory Solutions
Massachusetts
$575K +$79.4K +518 +17%
CFA
430
Cahill Financial Advisors
Minnesota
$572K +$20.8K +136 +4%
OPS
431
Orion Portfolio Solutions
Nebraska
$566K -$33.9M -221,502 -98%
GRP
432
Global Retirement Partners
California
$561K -$68.3K -446 -11%
FHA
433
Flagship Harbor Advisors
Massachusetts
$555K +$184K +1,198 +53%
SFM
434
Signet Financial Management
New Jersey
$549K -$1.69K -11 -0.3%
ACG
435
Allen Capital Group
Nebraska
$534K +$18.7K +122 +4%
MSAGDF
436
Moneda SA Administradora General de Fondos
Chile
$528K -$103K -675 -17%
OPWM
437
Oxinas Partners Wealth Management
Indiana
$526K +$499K +3,259 New
BSW
438
Buckingham Strategic Wealth
Missouri
$525K +$49K +320 +11%
ATC
439
Argent Trust Co
Tennessee
$524K
RF
440
Rollins Financial
Georgia
$511K +$485K +3,166 New
ACP
441
Arcus Capital Partners
Georgia
$508K +$482K +3,148 New
WT
442
Washington Trust
Rhode Island
$505K +$126K +823 +36%
FDCDDQ
443
Federation des caisses Desjardins du Quebec
Quebec, Canada
$505K -$26.7K -174 -5%
AFA
444
Atlanta Financial Associates
Georgia
$493K +$19.6K +128 +4%
HS
445
Horan Securities
United States
$488K +$225K +1,468 +94%
IFS
446
Ifrah Financial Services
Arkansas
$487K -$7.05K -46 -2%
Comerica Bank
447
Comerica Bank
Texas
$487K +$25.7K +168 +6%
JCM
448
Jacobi Capital Management
Pennsylvania
$479K +$152K +995 +50%
PWAG
449
Polaris Wealth Advisory Group
California
$467K +$426K +2,783 New
LFAS
450
Level Four Advisory Services
Texas
$458K -$155K -1,011 -26%