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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
$1.07M +$87.2K +356 +9%
AIM
452
Advyzon Investment Management
Illinois
$1.05M -$140K -570 -12%
Y-Intercept (HK)
453
Y-Intercept (HK)
Hong Kong
$1.04M +$998K +4,074 New
IFWM
454
Institute for Wealth Management
Colorado
$1.04M +$13.7K +56 +1%
PTC
455
Private Trust Company
Ohio
$1.04M +$8.82K +36 +0.9%
LSA
456
Lansing Street Advisors
Pennsylvania
$1.03M +$2.45K +10 +0.2%
AAG
457
Armstrong Advisory Group
Massachusetts
$1.02M +$10.5K +43 +1%
BFS
458
BridgePort Financial Solutions
Iowa
$1.01M +$35.8K +146 +4%
GSWM
459
Golden State Wealth Management
California
$1.01M -$58.5K -239 -6%
Financial Engines Advisors
460
Financial Engines Advisors
California
$1.01M +$3.67K +15 +0.4%
BWA
461
BCU Wealth Advisors
Illinois
$1.01M +$268K +1,094 +39%
SWA
462
Strata Wealth Advisors
Texas
$1.01M +$102K +415 +12%
VWM
463
Venturi Wealth Management
Texas
$999K +$86.7K +354 +10%
SMG
464
Smart Money Group
Texas
$997K +$952K +3,889 New
RWS
465
Retirement Wealth Solutions
Wisconsin
$992K +$141K +575 +17%
CFAM
466
Center For Asset Management
Florida
$988K -$678K -2,768 -42%
FWA
467
FSM Wealth Advisors
Ohio
$988K – – –
Valeo Financial Advisors
468
Valeo Financial Advisors
Indiana
$986K +$1.96K +8 +0.2%
GSEP
469
Golden State Equity Partners
California
$980K +$146K +598 +19%
FCFC
470
First Citizens Financial Corp
Iowa
$978K +$39.4K +161 +4%
AFC
471
Adaptive Financial Consulting
Ohio
$967K +$980 +4 +0.1%
SC
472
Sierra Capital
Florida
$965K – – –
KSWA
473
Kathleen S. Wright Associates
Pennsylvania
$964K -$25.2K -103 -3%
FWP
474
Firethorn Wealth Partners
Georgia
$962K +$26.2K +107 +3%
Kingsview Wealth Management
475
Kingsview Wealth Management
Oregon
$954K +$338K +1,381 +59%