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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
451
RCS Financial Planning
Maryland
$689K +$697K +3,328 New
Glenmede Trust
452
Glenmede Trust
Pennsylvania
$688K – – –
Arkadios Wealth Advisors
453
Arkadios Wealth Advisors
Georgia
$683K +$230K +1,097 +50%
Dakota Wealth Management
454
Dakota Wealth Management
Florida
$682K -$9.43K -45 -1%
ATC
455
Advantage Trust Company
Kansas
$682K – – –
Belpointe Asset Management
456
Belpointe Asset Management
Nevada
$678K – – –
CFS
457
CRA Financial Services
New Jersey
$671K -$16.8K -80 -2%
BWA
458
Burt Wealth Advisors
Maryland
$658K – – –
Bessemer Group
459
Bessemer Group
New Jersey
$658K +$386K +1,843 +138%
BW
460
Bison Wealth
Georgia
$651K +$27.9K +133 +4%
MW
461
Maia Wealth
Colorado
$650K +$57.4K +274 +10%
GF
462
Gries Financial
Ohio
$634K +$10.1K +48 +2%
AAG
463
Armstrong Advisory Group
Massachusetts
$633K +$210 +1 +0%
ES
464
Eagle Strategies
New York
$627K +$1.26K +6 +0.2%
BWA
465
BCU Wealth Advisors
Illinois
$620K +$628K +2,996 New
Clearstead Advisors
466
Clearstead Advisors
Ohio
$619K – – –
BWP
467
Bernardo Wealth Planning
Pennsylvania
$618K – – –
DWM
468
Dopkins Wealth Management
New York
$608K +$616K +2,940 New
BFG
469
Baron Financial Group
New Jersey
$608K -$6.29K -30 -1%
AGP
470
Aspire Growth Partners
Florida
$601K +$608K +2,903 New
SFSG
471
Sound Financial Strategies Group
Mississippi
$596K +$268K +1,281 +80%
CRI
472
Commonwealth Retirement Investments
Virginia
$594K +$601K +2,870 New
BW
473
Blalock Williams
Alabama
$590K +$598K +2,852 New
WAL
474
W Advisors LLC
Tennessee
$589K +$596K +2,846 New
CCC
475
Compass Capital Corp
Massachusetts
$588K +$552K +2,634 New