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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
476
Shufro Rose & Co
New York
$495K +$157K +924 +48%
PJSIMP
477
P.J. Schmidt Investment Management (PJS)
Wisconsin
$489K +$31.3K +185 +7%
PCA
478
Personal Capital Advisors
California
$486K +$6.1K +36 +1%
AF
479
Allworth Financial
California
$484K +$62.5K +369 +15%
SWAG
480
Spectrum Wealth Advisory Group
California
$482K +$169 +1 +0%
PPP
481
Private Portfolio Partners
New Jersey
$476K +$12.4K +73 +3%
OPCM
482
Osborne Partners Capital Management
California
$473K – – –
HA
483
HYA Advisors
Missouri
$463K +$120K +710 +36%
CWA
484
Centennial Wealth Advisory
Michigan
$461K +$167K +985 +59%
HWM
485
Hemington Wealth Management
Virginia
$459K – – –
BFEC
486
Benjamin F. Edwards & Company
Missouri
$458K -$1.02K -6 -0.2%
SS
487
Simplicity Solutions
Minnesota
$458K +$68.3K +403 +18%
Betterment LLC
488
Betterment LLC
New York
$454K +$72.3K +427 +20%
UA
489
Unison Advisors
District of Columbia
$454K +$443K +2,616 New
BFA
490
Beaumont Financial Advisors
Massachusetts
$453K +$234K +1,380 +104%
VAS
491
Vestmark Advisory Solutions
Massachusetts
$452K -$21.5K -127 -5%
SG
492
StoneX Group
New York
$452K +$102K +603 +30%
TPWA
493
TRUE Private Wealth Advisors
Oregon
$447K +$146K +863 +50%
IWA
494
IBEX Wealth Advisors
New Jersey
$446K +$436K +2,572 New
KWM
495
Kingsview Wealth Management
Oregon
$445K -$8.98K -53 -2%
MA
496
Mezzasalma Advisors
New Jersey
$443K -$5.08K -30 -1%
APC
497
Aspire Private Capital
North Carolina
$436K +$308K +1,816 +261%
PCM
498
Parsons Capital Management
Rhode Island
$433K -$28.3K -167 -6%
MIH
499
Meitav Investment House
Israel
$428K -$3.19M -18,860 -88%
Simplex Trading
500
Simplex Trading
Illinois
$424K -$1.47M -8,679 -78%