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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMCA
451
Arthur M. Cohen & Associates
Illinois
$598K
PCIG
452
Partners Capital Investment Group
Massachusetts
$595K -$611K -3,697 -50%
HAS
453
HBW Advisory Services
California
$589K +$340K +2,058 +128%
JPLA
454
Joseph P. Lucia & Associates
New York
$584K -$23.1K -140 -4%
PWMAG
455
Pinnacle Wealth Management Advisory Group
New Jersey
$583K -$91.6K -554 -13%
GRP
456
Global Retirement Partners
California
$580K +$21K +127 +4%
VR
457
Viridian RIA
Washington
$579K -$595K -3,600 Closed
SAG
458
Spotlight Asset Group
Illinois
$573K -$51.1K -309 -8%
VFA
459
Valeo Financial Advisors
Indiana
$566K -$29.6K -179 -5%
PWAG
460
Polaris Wealth Advisory Group
California
$561K +$84K +508 +18%
CCA
461
Clearwater Capital Advisors
Illinois
$548K -$101K -608 -15%
KWM
462
Keebeck Wealth Management
Illinois
$545K +$560K +3,388 New
FHA
463
Flagship Harbor Advisors
Massachusetts
$543K -$11.1K -67 -2%
ACG
464
Allen Capital Group
Nebraska
$538K +$5.95K +36 +1%
BSW
465
Buckingham Strategic Wealth
Missouri
$532K +$8.93K +54 +2%
CC
466
Copperleaf Capital
North Carolina
$531K +$546K +3,303 New
Belvedere Trading
467
Belvedere Trading
Illinois
$530K -$183K -1,106 -25%
AIC
468
Ayalon Insurance Company
Israel
$530K +$205K +1,240 +62%
WA
469
WBH Advisory
Maryland
$526K -$180K -1,091 -25%
SP
470
Successful Portfolios
Florida
$524K +$303K +1,834 +129%
OPWM
471
Oxinas Partners Wealth Management
Indiana
$523K -$1.16K -7 -0.2%
OPS
472
Orion Portfolio Solutions
Nebraska
$520K -$45.3K -274 -8%
BOPW
473
Brandywine Oak Private Wealth
Pennsylvania
$517K +$205K +1,241 +63%
TCWM
474
Total Clarity Wealth Management
Illinois
$511K +$525K +3,178 New
RF
475
Rollins Financial
Georgia
$504K -$5.79K -35 -1%