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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
SHP Wealth Management
Massachusetts
$1.97M +$12.2K +41 +0.7%
HWM
452
HB Wealth Management
Georgia
$1.95M -$65.7K -220 -4%
TCA
453
Transcend Capital Advisors
New Jersey
$1.93M +$387K +1,297 +30%
CA
454
CoreCap Advisors
Michigan
$1.92M -$529K -1,772 -24%
BAMG
455
Brand Asset Management Group
Missouri
$1.91M +$1.67M +5,584 New
UBS AM
456
UBS AM
Illinois
$1.91M -$37.9K -127 -2%
GAM
457
Gotham Asset Management
New York
$1.9M – – –
DWA
458
Davis Wealth Advisors
New Hampshire
$1.89M -$907K -3,038 -35%
LIA
459
LifePlan Investment Advisors
North Carolina
$1.87M -$618K -2,070 -27%
DCM
460
Donaldson Capital Management
Indiana
$1.85M +$4.48K +15 +0.3%
YWM
461
Yukon Wealth Management
Kansas
$1.85M +$112K +374 +7%
FWM
462
Focused Wealth Management
New York
$1.85M -$3.88K -13 -0.2%
MCA
463
Magnolia Capital Advisors
Mississippi
$1.84M -$18.5K -62 -1%
WFP
464
Worthington Financial Partners
Ohio
$1.82M +$1.58M +5,295 New
RCS
465
Retirement Capital Strategies
California
$1.79M +$1.56M +5,214 New
PS
466
Planned Solutions
California
$1.76M +$2.69K +9 +0.2%
PAS
467
PKS Advisory Services
New York
$1.75M +$78.2K +262 +5%
MWM
468
Maridea Wealth Management
New York
$1.73M -$159K -533 -10%
GM
469
GeoWealth Management
Illinois
$1.72M +$1.25M +4,175 +493%
AWM
470
Apex Wealth Management
New Hampshire
$1.72M +$1.49M +5,007 New
KA
471
Kovack Advisors
Florida
$1.7M +$764K +2,559 +105%
DILIC
472
Dai-ichi Life Insurance Company
Japan
$1.69M -$311K -1,041 -17%
CW
473
CreativeOne Wealth
Kansas
$1.69M +$14.6K +49 +1%
BWA
474
BCU Wealth Advisors
Illinois
$1.69M -$423K -1,418 -22%
MPW
475
MA Private Wealth
California
$1.69M -$12.8K -43 -0.9%