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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
426
MBE Wealth Management
Wisconsin
$704K -$84.4K -458 -11%
WMR
427
Wealth Management Resources
Rhode Island
$687K +$696K +3,778 New
IFWM
428
Institute for Wealth Management
Colorado
$686K -$49.6K -269 -7%
AWA
429
Amplius Wealth Advisors
Pennsylvania
$670K +$680K +3,690 New
PCIG
430
Partners Capital Investment Group
Massachusetts
$669K -$3.32K -18 -0.5%
PJSIMP
431
P.J. Schmidt Investment Management (PJS)
Wisconsin
$664K +$212K +1,153 +40%
DWM
432
Darwin Wealth Management
Florida
$660K -$180K -977 -20%
FDCDDQ
433
Federation des caisses Desjardins du Quebec
Quebec, Canada
$659K +$123K +665 +22%
VR
434
Viridian RIA
Washington
$655K +$663K +3,600 New
SWM
435
SeaCrest Wealth Management
New York
$647K -$148K -805 -18%
BSW
436
Buckingham Strategic Wealth
Missouri
$646K -$96K -521 -13%
FAT
437
First American Trust
California
$646K +$187K +1,015 +40%
DG
438
Doman Group
New York
$646K +$655K +3,554 New
HAS
439
HBW Advisory Services
California
$644K -$2.17M -11,801 -77%
VC
440
Veracity Capital
Georgia
$644K -$27.5K -149 -4%
AllianceBernstein
441
AllianceBernstein
Tennessee
$636K
STB
442
S&T Bank
Pennsylvania
$633K
SXL
443
Summit X LLC
Missouri
$632K -$37K -201 -5%
DAS
444
Dynamic Advisor Solutions
Arizona
$627K -$297K -1,612 -32%
WAP
445
Wealthcare Advisory Partners
Pennsylvania
$610K -$25.8K -140 -4%
CFA
446
Cahill Financial Advisors
Minnesota
$603K -$235K -1,274 -28%
ACG
447
Allen Capital Group
Nebraska
$591K -$10.5K -57 -2%
BAM
448
Bruderman Asset Management
New York
$590K -$1.37M -7,450 -70%
BOPW
449
Brandywine Oak Private Wealth
Pennsylvania
$590K
TFA
450
Teamwork Financial Advisors
Texas
$582K -$64.9K -352 -10%