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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSWG
551
Cardinal Strategic Wealth Guidance
Kentucky
$54K -$175K -1,195 -75%
ZIG
552
Zullo Investment Group
Pennsylvania
$53K
ACA
553
Aptus Capital Advisors
Alabama
$51K
AW
554
Avion Wealth
Texas
$51K
FPFS
555
First Personal Financial Services
North Carolina
$45K
SC
556
SouthState Corp
Florida
$43K +$44.5K +303 +2,331%
Bank of Montreal
557
Bank of Montreal
Ontario, Canada
$43K -$3.23M -22,024 -7%
PPWM
558
PFG Private Wealth Management
Florida
$42K -$46.1K -314 -50%
BSB
559
Bangor Savings Bank
Maine
$41K +$44.1K +300 New
DWMG
560
DB Wealth Management Group
California
$40K +$147 +1 +0.3%
TAM
561
Townsend Asset Management
North Carolina
$39K
GIA
562
GHP Investment Advisors
Colorado
$39K +$41.7K +284 New
CIA
563
Cascade Investment Advisors
Oregon
$38.9K
FWA
564
FSC Wealth Advisors
New York
$36K -$15.4K -105 -28%
AW
565
ACG Wealth
Georgia
$36K +$38.3K +261 New
BWM
566
Baystate Wealth Management
Massachusetts
$32K -$53.3K -363 -61%
WOSD
567
WFA of San Diego
California
$31K +$33.2K +226 New
CA
568
Clearstead Advisors
Ohio
$30K
Bessemer Group
569
Bessemer Group
New Jersey
$29K
SSB
570
Sandy Spring Bank
Maryland
$25K -$14.7K -100 -36%
CWA
571
Clearview Wealth Advisors
Oregon
$23K -$11K -75 -31%
FPS
572
Fieldpoint Private Securities
Connecticut
$23K
SAM
573
Strategic Asset Management
Minnesota
$23K +$1.76K +12 +8%
CPA
574
Cardiff Park Advisors
California
$21K
MA
575
MUFG Americas
New York
$20K -$24.5K -167 -53%