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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
526
Stokes Family Office
Louisiana
$217K +$206K +1,345 New
WSC
527
Wellington Shields & Co
New York
$212K +$201K +1,315 New
OAM
528
Occidental Asset Management
California
$211K +$200K +1,308 New
Venture Visionary Partners
529
Venture Visionary Partners
Ohio
$211K +$201K +1,312 New
GG
530
Golden Green
South Carolina
$209K +$198K +1,293 New
RHP
531
Royal Harbor Partners
Texas
$207K +$196K +1,282 New
AF
532
Advisornet Financial
Minnesota
$205K -$162K -1,058 -45%
AWM
533
Accel Wealth Management
Iowa
$204K +$193K +1,261 New
Moneta Group Investment Advisors
534
Moneta Group Investment Advisors
Missouri
$204K +$194K +1,265 New
WSCM
535
Wellington Shields Capital Management
New York
$204K +$194K +1,265 New
GWS
536
Glassman Wealth Services
Virginia
$193K – – –
Glenmede Trust
537
Glenmede Trust
Pennsylvania
$185K -$376K -2,451 -68%
JAWM
538
J. Arnold Wealth Management
Ohio
$184K +$175K +1,142 New
CWA
539
Clearview Wealth Advisors
Oregon
$184K +$175K +1,143 New
NL
540
NKCFO LLC
Illinois
$177K -$30.6K -200 -15%
Aptus Capital Advisors
541
Aptus Capital Advisors
Alabama
$164K +$156K +1,017 New
CIA
542
Cascade Investment Advisors
Oregon
$154K +$147K +957 New
CAAS
543
Capital Asset Advisory Services
Michigan
$150K -$152K -989 -51%
KFI
544
Key Financial Inc
Pennsylvania
$149K +$141K +922 New
William Blair & Company
545
William Blair & Company
Illinois
$146K +$35.7K +233 +35%
PVH
546
Psagot Value Holdings
Israel
$141K +$55.3K +361 +71%
Simplex Trading
547
Simplex Trading
Illinois
$140K +$134K +873 New
D
548
Diversified
Delaware
$139K +$144K +941 New
FPB
549
First PREMIER Bank
South Dakota
$135K – – –
KPCM
550
Kings Point Capital Management
New York
$130K – – –