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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
426
Avidian Wealth Enterprises
Texas
$512K -$566K -3,183 -52%
SAG
427
Spotlight Asset Group
Illinois
$510K -$38K -214 -7%
HSA
428
HBK Sorce Advisory
Pennsylvania
$501K -$3.38K -19 -0.7%
AF
429
Allworth Financial
California
$501K +$10.8K +61 +2%
PFGIA
430
Patriot Financial Group Insurance Agency
Massachusetts
$500K -$473K -2,659 -48%
MPW
431
MA Private Wealth
California
$497K -$2.11M -11,891 -81%
MFG
432
Merit Financial Group
Georgia
$497K -$37.7K -212 -7%
EWA
433
EP Wealth Advisors
California
$497K +$71.6K +403 +17%
WA
434
WBH Advisory
Maryland
$493K -$56.9K -320 -10%
Millennium Management
435
Millennium Management
New York
$490K +$496K +2,789 New
FIG
436
FundX Investment Group
California
$489K
CMO
437
Covenant Multifamily Offices
Texas
$484K -$212K -1,192 -30%
GVAG
438
Great Valley Advisor Group
Delaware
$483K -$39.1K -220 -7%
IWA
439
IBEX Wealth Advisors
New Jersey
$479K +$27.5K +155 +6%
WOSD
440
WFA of San Diego
California
$469K +$246K +1,387 +108%
BCP
441
Blackhawk Capital Partners
Wisconsin
$467K +$472K +2,657 New
SWAG
442
Spectrum Wealth Advisory Group
California
$464K -$24.9K -140 -5%
AF
443
Advisornet Financial
Minnesota
$462K -$1M -5,631 -68%
CAM
444
Cidel Asset Management
Ontario, Canada
$456K -$101K -570 -18%
OPCM
445
Osborne Partners Capital Management
California
$451K -$27.5K -155 -6%
FCFC
446
First Citizens Financial Corp
Iowa
$450K +$88.9K +500 +24%
HWM
447
Hemington Wealth Management
Virginia
$445K -$19.4K -109 -4%
MA
448
Mezzasalma Advisors
New Jersey
$445K -$4.09K -23 -0.9%
FAT
449
First American Trust
California
$445K +$451K +2,536 New
LWM
450
Liberty Wealth Management
California
$442K -$2.28M -12,857 -84%