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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
526
Sherman Wealth Management
Maryland
$900K +$902K +3,594 New
RIS
527
Richmond Investment Services
Wisconsin
$898K +$114K +454 +15%
Belvedere Trading
528
Belvedere Trading
Illinois
$897K +$900K +3,585 New
CFAM
529
Center For Asset Management
Florida
$893K -$71.3K -284 -7%
CFD
530
Creative Financial Designs
Indiana
$889K +$3.26K +13 +0.4%
AG
531
Ascent Group
Virginia
$885K -$40.7K -162 -4%
RW
532
Regimen Wealth
Georgia
$880K +$1.25K +5 +0.1%
PAG
533
Private Advisory Group
Washington
$877K -$1.16M -4,632 -57%
Simplex Trading
534
Simplex Trading
Illinois
$869K +$872K +3,472 New
TWM
535
Trueblood Wealth Management
Ohio
$865K +$56.5K +225 +7%
QRG Capital Management
536
QRG Capital Management
Illinois
$863K +$28.6K +114 +3%
Empower Advisory Group
537
Empower Advisory Group
Colorado
$860K +$162K +644 +23%
TCTC Holdings
538
TCTC Holdings
Texas
$845K +$549K +2,188 +184%
RRA
539
Red Reef Advisors
Florida
$842K +$844K +3,363 New
WEG
540
World Equity Group
Illinois
$837K +$73.1K +291 +10%
VW
541
Vantus Wealth
Pennsylvania
$834K +$837K +3,332 New
MWM
542
MBE Wealth Management
Wisconsin
$833K – – –
Atomi Financial Group
543
Atomi Financial Group
New York
$832K -$435K -1,732 -34%
WC
544
Waterloo Capital
Texas
$820K +$57K +227 +7%
Glenmede Trust
545
Glenmede Trust
Pennsylvania
$818K +$820K +3,266 New
Avidian Wealth Enterprises
546
Avidian Wealth Enterprises
Texas
$817K +$330K +1,314 +67%
SPA
547
Shore Point Advisors
New Jersey
$816K +$3.52K +14 +0.4%
GGS
548
Galvin Gaustad & Stein
Arizona
$816K +$818K +3,260 New
AFC
549
Adaptive Financial Consulting
Ohio
$796K -$148K -591 -16%
WSCM
550
Wellington Shields Capital Management
New York
$792K -$67K -267 -8%