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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FM
426
Family Management
New York
$399K -$151K -865 -29%
WP
427
WealthShield Partners
North Carolina
$399K -$163K -932 -30%
GWM
428
GDS Wealth Management
Texas
$396K -$34.7K -199 -9%
WT
429
Washington Trust
Rhode Island
$396K
VC
430
Vicus Capital
Pennsylvania
$396K -$29.3K -168 -7%
OC
431
Opinicus Capital
Florida
$393K +$28.6K +164 +8%
AP
432
Americana Partners
Texas
$393K +$123K +704 +51%
OSAM
433
O'Shaughnessy Asset Management
Connecticut
$391K +$249K +1,426 +216%
TIAA Trust, National Association
434
TIAA Trust, National Association
North Carolina
$390K -$4.71K -27 -1%
LT
435
Legacy Trust
Michigan
$386K
ACG
436
Allen Capital Group
Nebraska
$384K
BMWM
437
Brown Miller Wealth Management
Virginia
$382K
APC
438
Aspire Private Capital
North Carolina
$382K +$76.3K +437 +27%
WPW
439
Waldron Private Wealth
Pennsylvania
$380K +$354K +2,030 New
AB
440
Atlas Brown
Kentucky
$375K
National Bank of Canada
441
National Bank of Canada
Quebec, Canada
$374K
Northern Trust
442
Northern Trust
Illinois
$370K -$113K -647 -25%
BOPW
443
Brandywine Oak Private Wealth
Pennsylvania
$370K
DWA
444
Delta Wealth Advisors
Indiana
$369K +$343K +1,968 New
DAS
445
Dynamic Advisor Solutions
Arizona
$369K +$67K +384 +24%
EWA
446
EP Wealth Advisors
California
$362K -$1.4K -8 -0.4%
SAM
447
Secure Asset Management
Michigan
$361K +$337K +1,928 New
ACI
448
Alpha Cubed Investments
California
$361K -$104K -595 -24%
CWM
449
Centric Wealth Management
Illinois
$358K +$349 +2 +0.1%
CIA
450
Concurrent Investment Advisors
Florida
$358K -$32.6K -187 -9%