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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFG
476
V2 Financial group
Illinois
$620K -$115K -537 -15%
WEG
477
World Equity Group
Illinois
$613K +$72K +337 +13%
ES
478
Eagle Strategies
New York
$613K +$641 +3 +0.1%
WAL
479
W Advisors LLC
Tennessee
$613K +$39.7K +186 +7%
CRI
480
Commonwealth Retirement Investments
Virginia
$611K +$32.9K +154 +5%
BWP
481
Bernardo Wealth Planning
Pennsylvania
$602K -$1.71K -8 -0.3%
TWM
482
Trueblood Wealth Management
Ohio
$600K +$75.2K +352 +13%
DWM
483
Dopkins Wealth Management
New York
$594K
MFWP
484
Mosaic Family Wealth Partners
Missouri
$590K +$39.3K +184 +7%
Bessemer Group
485
Bessemer Group
New Jersey
$589K -$57.1K -267 -8%
TCOTS
486
Trust Company of the South
North Carolina
$588K +$621K +2,907 New
ECA
487
Elevation Capital Advisory
Oregon
$579K -$9.33M -43,672 -94%
AWM
488
Axxcess Wealth Management
California
$576K +$216K +1,013 +55%
JAA
489
Joel Adams & Associates
North Carolina
$575K +$8.33K +39 +1%
EWA
490
EP Wealth Advisors
California
$574K -$203K -948 -25%
PWM
491
Palumbo Wealth Management
New York
$573K +$1.28K +6 +0.2%
IAG
492
Investment Advisory Group
Massachusetts
$563K
MCC
493
Money Concepts Capital
Florida
$559K +$24.8K +116 +4%
KFGG
494
Keystone Financial Group (Georgia)
Georgia
$556K -$47.9K -224 -8%
GSEP
495
Golden State Equity Partners
California
$552K +$32.3K +151 +6%
PPWM
496
Perissos Private Wealth Management
Oklahoma
$551K +$427 +2 +0.1%
LSA
497
Lion Street Advisors
Texas
$550K +$3.63K +17 +0.6%
LFAS
498
Level Four Advisory Services
Texas
$549K +$18.4K +86 +3%
CA
499
Clearstead Advisors
Ohio
$547K -$60.7K -284 -10%
AWA
500
Amplius Wealth Advisors
Pennsylvania
$544K