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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
451
Centric Wealth Management
Illinois
$337K +$1.98K +14 +0.6%
Advisors Capital Management
452
Advisors Capital Management
New Jersey
$335K -$1.41K -10 -0.4%
EC
453
Estate Counselors
Wisconsin
$334K – – –
SXL
454
Summit X LLC
Missouri
$329K +$334K +2,367 New
APC
455
Aspire Private Capital
North Carolina
$328K -$124K -877 -27%
TIAA FSB
456
TIAA FSB
Florida
$328K +$29.9K +212 +10%
LRPA
457
L. Roy Papp & Associates
Arizona
$325K – – –
Dynamic Advisor Solutions
458
Dynamic Advisor Solutions
Arizona
$324K -$79.9K -566 -20%
T
459
TNF
Montana
$320K -$2.04M -14,440 -87%
Benjamin F. Edwards & Company
460
Benjamin F. Edwards & Company
Missouri
$319K -$68.6K -486 -17%
IF
461
Intrua Financial
Texas
$318K +$321K +2,272 New
FWM
462
Fingerlakes Wealth Management
New York
$316K -$40.1K -284 -11%
HAS
463
HBW Advisory Services
California
$308K +$1.69K +12 +0.5%
LBA
464
Lowell Blake & Associates
Massachusetts
$307K – – –
Level Four Advisory Services
465
Level Four Advisory Services
Texas
$306K +$2.26K +16 +0.7%
FPW
466
Flagship Private Wealth
Massachusetts
$306K +$1.55K +11 +0.5%
WA
467
Wealth Alliance
New York
$305K -$2M -14,144 -87%
RIA
468
Regal Investment Advisors
Michigan
$303K -$1.17M -8,271 -79%
GP
469
Girard Partners
Pennsylvania
$302K -$4.94K -35 -2%
LS
470
Leelyn Smith
Illinois
$300K -$58.6K -415 -16%
LF
471
LifeSteps Financial
California
$297K – – –
SPWG
472
Syntegra Private Wealth Group
Missouri
$292K -$57.3K -406 -16%
AR
473
Apeiron RIA
Texas
$291K -$1.5M -10,614 -84%
HBK Sorce Advisory
474
HBK Sorce Advisory
Pennsylvania
$291K -$353K -2,504 -54%
First Horizon Advisors
475
First Horizon Advisors
Tennessee
$290K -$854K -6,055 -74%