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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
451
Venturi Wealth Management
Texas
$723K -$38K -178 -5%
SWA
452
Strata Wealth Advisors
Texas
$722K – – –
FA
453
Flagstar Advisors
New York
$713K +$10.9K +51 +1%
AllianceBernstein
454
AllianceBernstein
Tennessee
$707K – – –
FWP
455
Firethorn Wealth Partners
Georgia
$703K +$463K +2,168 +166%
RFP
456
RCS Financial Planning
Maryland
$697K +$25.6K +120 +4%
Congress Wealth Management
457
Congress Wealth Management
Massachusetts
$694K +$721K +3,372 New
MWM
458
MBE Wealth Management
Wisconsin
$688K -$37.6K -176 -5%
ICP
459
Interchange Capital Partners
Pennsylvania
$686K -$6.2K -29 -0.8%
Belpointe Asset Management
460
Belpointe Asset Management
Nevada
$685K -$9.4K -44 -1%
APC
461
Aspire Private Capital
North Carolina
$683K +$6.62K +31 +0.9%
NS
462
NBC Securities
Alabama
$682K +$721K +3,372 +168,600%
Mather Group
463
Mather Group
Illinois
$680K +$161K +754 +29%
JWBC
464
John W. Brooker & Co
California
$676K -$49.6K -232 -6%
RCAG
465
Rehmann Capital Advisory Group
Michigan
$675K – – –
Glenmede Trust
466
Glenmede Trust
Pennsylvania
$672K – – –
ATC
467
Advantage Trust Company
Kansas
$667K – – –
CFS
468
CRA Financial Services
New Jersey
$653K -$2.14K -10 -0.3%
EA
469
Ergawealth Advisors
Illinois
$651K +$258K +1,207 +60%
FIM
470
Freedom Investment Management
Connecticut
$648K +$142K +665 +26%
Wolverine Trading
471
Wolverine Trading
Illinois
$646K +$687K +3,214 New
Pinnacle Associates
472
Pinnacle Associates
New York
$645K +$265K +1,239 +64%
BWA
473
Burt Wealth Advisors
Maryland
$643K – – –
RWS
474
Retirement Wealth Solutions
Wisconsin
$638K +$168K +785 +33%
Dakota Wealth Management
475
Dakota Wealth Management
Florida
$637K -$31.2K -146 -4%