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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
476
WealthPLAN Partners
Nebraska
$347K +$308K +2,011 New
FPW
477
Flagship Private Wealth
Massachusetts
$340K +$318K +2,076 New
MCM
478
MAI Capital Management
Ohio
$335K +$318K +2,078 New
CAL
479
Capital Advisors Ltd
Ohio
$333K
AL
480
Aspiriant LLC
California
$326K
AIC
481
Ayalon Insurance Company
Israel
$323K +$120K +786 +65%
HSA
482
HBK Sorce Advisory
Pennsylvania
$323K +$307K +2,005 New
MWM
483
Meridian Wealth Management
Kentucky
$322K +$6.43K +42 +2%
BOPW
484
Brandywine Oak Private Wealth
Pennsylvania
$318K
FFG
485
Ford Financial Group
California
$318K +$460 +3 +0.2%
SWMG
486
Strategic Wealth Management Group
Maryland
$316K
BCA
487
Biltmore Capital Advisors
New Jersey
$316K +$301K +1,962 New
BAAM
488
Baker Avenue Asset Management
California
$315K -$67.4K -440 -18%
SWM
489
Sculati Wealth Management
Michigan
$315K
TWM
490
Tradition Wealth Management
Minnesota
$308K +$293K +1,909 New
Prudential Financial
491
Prudential Financial
New Jersey
$305K +$290K +1,891 New
SRC
492
Shufro Rose & Co
New York
$298K +$283K +1,849 New
RIA
493
Regal Investment Advisors
Michigan
$288K +$273K +1,784 New
W
494
WealthOne
New York
$286K +$6.59K +43 +2%
PCA
495
Providence Capital Advisors
North Carolina
$286K +$272K +1,773 New
IC
496
Innealta Capital
Texas
$284K
WCA
497
Westover Capital Advisors
Delaware
$284K
MMM
498
Mendel Money Management
Illinois
$278K +$23.1K +151 +10%
ACM
499
Allred Capital Management
Texas
$276K -$10.1K -66 -4%
FAG
500
Financial Advisory Group
Texas
$275K +$460 +3 +0.2%