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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
476
LifeSteps Financial
California
$353K – – –
WP
477
WealthPLAN Partners
Nebraska
$347K +$308K +2,011 New
FPW
478
Flagship Private Wealth
Massachusetts
$340K +$318K +2,076 New
MAI Capital Management
479
MAI Capital Management
Ohio
$335K +$318K +2,078 New
CAL
480
Capital Advisors Ltd
Ohio
$333K – – –
Aspiriant LLC
481
Aspiriant LLC
California
$326K – – –
AIC
482
Ayalon Insurance Company
Israel
$323K +$120K +786 +65%
HBK Sorce Advisory
483
HBK Sorce Advisory
Pennsylvania
$323K +$307K +2,005 New
Meridian Wealth Management
484
Meridian Wealth Management
Kentucky
$322K +$6.43K +42 +2%
BOPW
485
Brandywine Oak Private Wealth
Pennsylvania
$318K – – –
FFG
486
Ford Financial Group
California
$318K +$460 +3 +0.2%
SWMG
487
Strategic Wealth Management Group
Maryland
$316K – – –
BCA
488
Biltmore Capital Advisors
New Jersey
$316K +$301K +1,962 New
Baker Avenue Asset Management
489
Baker Avenue Asset Management
California
$315K -$67.4K -440 -18%
SWM
490
Sculati Wealth Management
Michigan
$315K – – –
TWM
491
Tradition Wealth Management
Minnesota
$308K +$293K +1,909 New
Prudential Financial
492
Prudential Financial
New Jersey
$305K +$290K +1,891 New
SRC
493
Shufro Rose & Co
New York
$298K +$283K +1,849 New
NDSI
494
Newman Dignan & Sheerar Inc
Rhode Island
$295K – – –
CRI
495
Colonial River Investments
Virginia
$292K +$255K +1,663 New
RIA
496
Regal Investment Advisors
Michigan
$288K +$273K +1,784 New
W
497
WealthOne
New York
$286K +$6.59K +43 +2%
PCA
498
Providence Capital Advisors
North Carolina
$286K +$272K +1,773 New
IC
499
Innealta Capital
Texas
$284K – – –
WCA
500
Westover Capital Advisors
Delaware
$284K – – –