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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
O3W
526
Omni 360 Wealth
New Jersey
$673K +$49.7K +228 +9%
IAG
527
Investment Advisory Group
Massachusetts
$670K +$218 +1 +0%
Empower Advisory Group
528
Empower Advisory Group
Colorado
$669K +$244K +1,119 +67%
JFGIW
529
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$667K +$156K +713 +35%
FAIM
530
Financial Advocates Investment Management
Washington
$665K -$2.6M -11,916 -81%
GWM
531
GDS Wealth Management
Texas
$665K +$53.9K +247 +10%
JAA
532
Joel Adams & Associates
North Carolina
$664K -$17.9K -82 -3%
MFWP
533
Mosaic Family Wealth Partners
Missouri
$660K -$38K -174 -6%
LFAS
534
Level Four Advisory Services
Texas
$660K +$6.76K +31 +1%
RIS
535
Richmond Investment Services
Wisconsin
$658K +$597K +2,738 New
PPWM
536
Perissos Private Wealth Management
Oklahoma
$655K +$218 +1 +0%
DWT
537
Dorsey & Whitney Trust
South Dakota
$655K +$198K +908 +50%
AWA
538
Amplius Wealth Advisors
Pennsylvania
$647K +$654 +3 +0.1%
CA
539
Clearstead Advisors
Ohio
$644K -$5.89K -27 -1%
CA
540
Calton & Associates
Florida
$640K +$581K +2,663 New
WC
541
Westwind Capital
New Mexico
$628K +$570K +2,614 New
MW
542
Maia Wealth
Colorado
$625K +$57.8K +265 +11%
CWP
543
Cyndeo Wealth Partners
Florida
$622K -$19.2K -88 -3%
BB
544
Busey Bank
Illinois
$620K +$24.7K +113 +5%
LWM
545
LongView Wealth Management
Georgia
$614K +$5.89K +27 +1%
NP
546
NorthRock Partners
Minnesota
$614K +$141K +648 +34%
ACM
547
Absolute Capital Management
Pennsylvania
$612K +$130K +598 +31%
LIA
548
LS Investment Advisors
Michigan
$610K – – –
PP
549
Prudential plc
United Kingdom
$606K -$694K -3,180 -56%
MIM
550
MTM Investment Management
South Carolina
$606K – – –