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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
551
Shore Point Advisors
New Jersey
$1.16M +$63K +211 +7%
Bessemer Group
552
Bessemer Group
New Jersey
$1.15M +$55.5K +186 +6%
VCA
553
Verdence Capital Advisors
Maryland
$1.14M – – –
GWM
554
GDS Wealth Management
Texas
$1.14M +$49.2K +165 +5%
SFS
555
Security Financial Services
Indiana
$1.12M -$21.5K -72 -2%
GT
556
Glenmede Trust
Pennsylvania
$1.12M – – –
WAP
557
Wealthcare Advisory Partners
Pennsylvania
$1.11M +$491K +1,647 +104%
WFA
558
West Financial Advisors
Iowa
$1.09M +$952K +3,191 New
AFC
559
Adaptive Financial Consulting
Ohio
$1.09M +$597 +2 +0.1%
SGWM
560
Sterling Group Wealth Management
California
$1.09M +$438K +1,467 +86%
VAG
561
VisionPoint Advisory Group
Texas
$1.09M +$379K +1,270 +67%
AWE
562
Avidian Wealth Enterprises
Texas
$1.08M -$90.7K -304 -9%
CBU
563
CIBC Bancorp USA
Illinois
$1.07M +$178K +598 +24%
CFS
564
CRA Financial Services
New Jersey
$1.07M – – –
IFWM
565
Institute for Wealth Management
Colorado
$1.06M -$1.19K -4 -0.1%
SMG
566
Smart Money Group
Texas
$1.06M -$206K -691 -18%
JWA
567
JFS Wealth Advisors
Pennsylvania
$1.06M -$400K -1,339 -30%
MWM
568
MBE Wealth Management
Wisconsin
$1.06M -$60.3K -202 -6%
LWM
569
LongView Wealth Management
Georgia
$1.05M +$158K +531 +21%
TA
570
TFB Advisors
Kansas
$1.05M -$50.1K -168 -5%
AllianceBernstein
571
AllianceBernstein
Tennessee
$1.04M +$248K +831 +24%
ES
572
Eagle Strategies
New York
$1.03M -$597 -2 -0.1%
DWM
573
Dopkins Wealth Management
New York
$1.03M – – –
APC
574
Aspire Private Capital
North Carolina
$1.03M -$238K -796 -21%
Pathstone Holdings
575
Pathstone Holdings
New Jersey
$1.02M +$486K +1,627 +120%