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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMM
476
Mendel Money Management
Illinois
$246K -$44.6K -304 -14%
QT
477
Quantbot Technologies
New York
$245K -$23.2K -158 -8%
SWM
478
Selective Wealth Management
Virginia
$245K -$14.5K -99 -5%
WTA
479
Washington Trust Advisors
Massachusetts
$245K – – –
IF
480
Intrua Financial
Texas
$242K -$705K -4,798 -73%
IAA
481
Independent Advisor Alliance
North Carolina
$240K +$42.3K +288 +20%
WEG
482
World Equity Group
Illinois
$238K -$18.2K -124 -7%
OBWG
483
Onyx Bridge Wealth Group
New York
$237K -$402K -2,737 -61%
SFG
484
Summit Financial Group
West Virginia
$236K – – –
IFG
485
Independent Financial Group
California
$236K -$137K -935 -35%
DWP
486
Destiny Wealth Partners
Florida
$233K -$118K -804 -32%
W
487
WealthOne
New York
$233K -$2.2K -15 -0.9%
VCP
488
Vista Capital Partners
Oregon
$232K – – –
FDCC
489
Foster Dykema Cabot & Co
Massachusetts
$224K -$12.8M -87,005 -98%
OAM
490
Occidental Asset Management
California
$224K -$1.47K -10 -0.6%
CRI
491
Colonial River Investments
Virginia
$224K – – –
BFPW
492
BOK Financial Private Wealth
Colorado
$222K – – –
ACM
493
Advisors Capital Management
New Jersey
$222K +$239K +1,627 New
ACI
494
Alpha Cubed Investments
California
$217K – – –
HIF
495
Hill Island Financial
Michigan
$217K +$734 +5 +0.3%
KWM
496
Kingsview Wealth Management
Oregon
$215K -$39.6K -270 -15%
DP
497
Denver PWM
Colorado
$213K +$230K +1,566 New
William Blair & Company
498
William Blair & Company
Illinois
$210K +$14K +95 +7%
SWM
499
Sugarloaf Wealth Management
Georgia
$209K +$147 +1 +0.1%
CCM
500
Carlson Capital Management
Minnesota
$207K +$734 +5 +0.3%