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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWAG
451
Spectrum Wealth Advisory Group
California
$457K -$433K -2,828 -50%
TSS
452
Two Sigma Securities
New York
$450K +$428K +2,793 New
AF
453
Allworth Financial
California
$445K +$331K +2,161 +363%
KWM
454
Kingsview Wealth Management
Oregon
$444K -$621K -4,052 -60%
MFG
455
Merit Financial Group
Georgia
$441K
OPCM
456
Osborne Partners Capital Management
California
$440K -$238K -1,555 -36%
PJSIMP
457
P.J. Schmidt Investment Management (PJS)
Wisconsin
$440K -$18.7K -122 -4%
SWP
458
Summit Wealth Partners
Florida
$433K -$483K -3,151 -54%
HWM
459
Hemington Wealth Management
Virginia
$427K +$405K +2,645 New
SWM
460
Sugarloaf Wealth Management
Georgia
$420K -$43.5K -284 -10%
BMWM
461
Brown Miller Wealth Management
Virginia
$420K +$399K +2,605 New
PAS
462
Park Avenue Securities
New York
$405K -$35.4K -231 -8%
FNBTCON
463
First National Bank & Trust Co of Newtown
Pennsylvania
$404K +$39.5K +258 +11%
Northern Trust
464
Northern Trust
Illinois
$402K +$65.1K +425 +21%
GI
465
Glovista Investments
New Jersey
$398K -$627K -4,095 -62%
MA
466
Mezzasalma Advisors
New Jersey
$396K +$376K +2,455 New
AWA
467
Arete Wealth Advisors
Illinois
$393K -$1.03M -6,710 -73%
CA
468
Calton & Associates
Florida
$392K +$372K +2,430 New
PCA
469
Personal Capital Advisors
California
$386K +$47.8K +312 +15%
BHB
470
Bank Hapoalim BM
Israel
$377K
SFG
471
Summit Financial Group
West Virginia
$375K
RIM
472
Regent Investment Management
Kentucky
$363K +$124K +807 +56%
HGWM
473
Horst & Graben Wealth Management
Oregon
$360K +$613 +4 +0.2%
NAM
474
NorthCoast Asset Management
Connecticut
$358K +$340K +2,220 New
LF
475
LifeSteps Financial
California
$353K