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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Apollon Wealth Management
South Carolina
$293K +$79.3K +446 +37%
CHA
502
Cooper/Haims Advisors
New York
$285K
GCP
503
GSA Capital Partners
United Kingdom
$284K -$225K -1,268 -44%
IWP
504
Icon Wealth Partners
Texas
$283K -$4.29M -24,128 -94%
MOS
505
MGO One Seven
Ohio
$273K -$34.5K -194 -12%
FTS
506
Fifth Third Securities
Ohio
$271K
Comerica Bank
507
Comerica Bank
Texas
$266K
CCM
508
Carlson Capital Management
Minnesota
$265K
JEST
509
JTC Employer Solutions Trustee
Jersey
$264K
MGIA
510
Moneta Group Investment Advisors
Missouri
$263K -$38.2K -215 -13%
FIM
511
Freedom Investment Management
Connecticut
$261K +$24K +135 +10%
IAA
512
Independent Advisor Alliance
North Carolina
$258K +$261K +1,470 New
WAM
513
Weatherly Asset Management
California
$246K -$20.6K -116 -8%
T
514
TNF
Montana
$245K +$245K +1,376 New
LA
515
Latitude Advisors
Florida
$245K +$248K +1,397 New
SWM
516
Selective Wealth Management
Virginia
$244K +$247K +1,390 New
FCI
517
Financial Counselors Inc
Kansas
$243K +$27.9K +157 +13%
TP
518
Tranquility Partners
Tennessee
$242K +$245K +1,379 New
LFAS
519
Level Four Advisory Services
Texas
$241K -$1.48M -8,331 -86%
TWM
520
Tradition Wealth Management
Minnesota
$239K -$1.13M -6,364 -82%
TLFA
521
True Link Financial Advisors
California
$238K -$104K -584 -30%
OAM
522
Occidental Asset Management
California
$237K -$95.1K -535 -28%
AA
523
Ancora Advisors
Ohio
$234K +$11K +62 +5%
WSC
524
Wellington Shields & Co
New York
$231K +$178 +1 +0.1%
DI
525
Diligent Investors
California
$227K