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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
426
Certus Wealth Management
California
$287K +$279K +1,987 New
BOPW
427
Brandywine Oak Private Wealth
Pennsylvania
$285K
RFN
428
RDA Financial Network
Iowa
$282K -$81.5K -580 -23%
VWA
429
V Wealth Advisors
Kansas
$281K
PFS
430
Prospera Financial Services
Texas
$280K -$102K -724 -27%
PA
431
Pinnacle Associates
New York
$274K -$118K -840 -31%
PWMAG
432
Pinnacle Wealth Management Advisory Group
New Jersey
$274K -$110K -780 -29%
Members Trust
433
Members Trust
Florida
$273K +$266K +1,893 New
AA
434
Advisory Alpha
Michigan
$272K +$15.5K +110 +6%
GSEP
435
Golden State Equity Partners
California
$272K +$265K +1,888 New
AAM
436
Augustine Asset Management
Florida
$272K
MA
437
Mezzasalma Advisors
New Jersey
$271K -$22.9K -163 -8%
PAG
438
Private Advisory Group
Washington
$271K -$224K -1,593 -46%
FFA
439
Farther Finance Advisors
California
$271K -$244K -1,735 -48%
JCM
440
Jacobi Capital Management
Pennsylvania
$269K
SWA
441
Strategies Wealth Advisors
Michigan
$269K +$262K +1,862 New
PCM
442
Parsons Capital Management
Rhode Island
$267K -$6.75K -48 -3%
MMM
443
Mendel Money Management
Illinois
$267K +$260K +1,851 New
OPCM
444
Osborne Partners Capital Management
California
$267K
FWP
445
FAS Wealth Partners
Kansas
$266K +$844 +6 +0.3%
RW
446
Rede Wealth
Virginia
$265K -$18.7K -133 -7%
DWM
447
Darwin Wealth Management
Florida
$263K -$19.1K -136 -7%
FFA
448
Fortune Financial Advisors
Kansas
$263K +$256K +1,823 New
PWAG
449
Polaris Wealth Advisory Group
California
$262K -$116K -828 -31%
LS
450
Leelyn Smith
Illinois
$261K -$49.5K -352 -16%