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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
451
Financial Engines Advisors
California
$940K -$107K -489 -11%
KSWA
452
Kathleen S. Wright Associates
Pennsylvania
$928K -$56.1K -257 -6%
BOSSRA
453
B.O.S.S. Retirement Advisors
Utah
$926K +$315K +1,442 +60%
VFA
454
Valeo Financial Advisors
Indiana
$922K -$21.6K -99 -3%
RFP
455
RCS Financial Planning
Maryland
$919K +$82.2K +377 +11%
FWA
456
FSM Wealth Advisors
Ohio
$919K +$218 +1 +0%
EL
457
EQ LLC
Washington
$912K -$5.12M -23,489 -86%
FIM
458
Freedom Investment Management
Connecticut
$911K +$127K +583 +18%
BFS
459
BridgePort Financial Solutions
Iowa
$911K -$94.7K -434 -10%
AFC
460
Adaptive Financial Consulting
Ohio
$905K +$654 +3 +0.1%
SC
461
Sierra Capital
Florida
$904K
EWA
462
EP Wealth Advisors
California
$903K +$200K +919 +32%
AllianceBernstein
463
AllianceBernstein
Tennessee
$890K +$44.7K +205 +6%
FFS
464
Founders Financial Securities
Maryland
$886K +$804K +3,687 New
Fifth Third Bancorp
465
Fifth Third Bancorp
Ohio
$884K -$54.8K -251 -6%
GA
466
GSG Advisors
New Jersey
$884K +$1.75K +8 +0.2%
Thrivent Financial for Lutherans
467
Thrivent Financial for Lutherans
Minnesota
$884K -$7.75M -35,528 -91%
DAS
468
Diversify Advisory Services
Utah
$884K -$176K -809 -18%
FCFC
469
First Citizens Financial Corp
Iowa
$878K -$2.84K -13 -0.4%
FWP
470
Firethorn Wealth Partners
Georgia
$876K +$36.4K +167 +5%
WSCM
471
Wellington Shields Capital Management
New York
$872K +$654K +3,000 +476%
MAM
472
Milestone Asset Management
Pennsylvania
$870K +$790K +3,622 New
CA
473
CoreCap Advisors
Michigan
$869K -$8.07K -37 -1%
RCAG
474
Rehmann Capital Advisory Group
Michigan
$854K +$47.1K +216 +6%
LF
475
Lee Financial
Texas
$854K -$65.5K -300 -8%