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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CoreCap Advisors
551
CoreCap Advisors
Michigan
$409K +$367K +1,751 +771%
SWM
552
SeaCrest Wealth Management
New York
$409K +$21.8K +104 +6%
BOPW
553
Brandywine Oak Private Wealth
Pennsylvania
$408K – – –
Wedmont Private Capital
554
Wedmont Private Capital
Pennsylvania
$408K +$35.2K +168 +9%
FI
555
FWG Investments
Kentucky
$406K +$411K +1,960 New
Pinnacle Associates
556
Pinnacle Associates
New York
$403K +$81.1K +387 +25%
BC
557
Bowman & Company
Wisconsin
$400K -$24.5K -117 -6%
ACM
558
Absolute Capital Management
Pennsylvania
$400K +$403K +1,924 New
OL
559
Owen LaRue
Kentucky
$399K +$37.5K +179 +10%
JFGIW
560
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$399K +$121K +576 +46%
LSL
561
Legacy Solutions LLC
Pennsylvania
$398K +$403K +1,922 New
CFG
562
Cornerstone Financial Group
Nebraska
$392K +$397K +1,895 New
OWP
563
ORG Wealth Partners
Texas
$389K +$107K +510 +37%
SPWG
564
Syntegra Private Wealth Group
Missouri
$389K -$3.14K -15 -0.8%
AA
565
Armis Advisers
Georgia
$387K +$391K +1,868 New
SAW
566
Signal Advisors Wealth
Michigan
$385K +$89.7K +428 +30%
LRPA
567
L. Roy Papp & Associates
Arizona
$382K – – –
Axxcess Wealth Management
568
Axxcess Wealth Management
California
$380K +$385K +1,837 New
XTX Topco
569
XTX Topco
Cayman Islands
$378K +$383K +1,826 New
ECA
570
Elevated Capital Advisors
Utah
$376K -$19.5K -93 -5%
AWA
571
Arete Wealth Advisors
Illinois
$374K +$379K +1,809 New
Great Valley Advisor Group
572
Great Valley Advisor Group
Delaware
$374K +$378K +1,805 New
IWS
573
Integrity Wealth Solutions
Colorado
$372K +$419 +2 +0.1%
Wealthspire Advisors (New York)
574
Wealthspire Advisors (New York)
New York
$371K +$376K +1,794 New
AIP
575
Almanack Investment Partners
Pennsylvania
$370K – – –