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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
551
Bessemer Group
New Jersey
$790K – – –
CRA Financial Services
552
CRA Financial Services
New Jersey
$783K -$19.3K -77 -2%
Lazard Asset Management
553
Lazard Asset Management
New York
$778K -$712K -2,835 -48%
Institute for Wealth Management
554
Institute for Wealth Management
Colorado
$778K -$241K -960 -24%
Quent Capital
555
Quent Capital
New York
$773K -$11K -44 -1%
Quent Long Short Global Small Cap Fund
556
Quent Long Short Global Small Cap Fund
New York
$773K +$775K +3,088 New
TWCA
557
Two West Capital Advisors
Kansas
$771K +$257K +1,022 +50%
Natixis
558
Natixis
France
$768K -$61.8K -246 -8%
Dakota Wealth Management
559
Dakota Wealth Management
Florida
$764K – – –
Lee Financial
560
Lee Financial
Texas
$760K -$129K -515 -14%
DWM
561
Dopkins Wealth Management
New York
$753K – – –
Eagle Strategies
562
Eagle Strategies
New York
$753K +$1.26K +5 +0.2%
SWM
563
Selby Wealth Management
California
$747K +$749K +2,985 New
FI
564
FWG Investments
Kentucky
$740K +$262K +1,042 +54%
BWP
565
Bernardo Wealth Planning
Pennsylvania
$738K +$1.26K +5 +0.2%
FA
566
Flagstar Advisors
New York
$724K +$12.1K +48 +2%
GDS Wealth Management
567
GDS Wealth Management
Texas
$717K +$19.8K +79 +3%
JAA
568
Joel Adams & Associates
North Carolina
$717K +$7.53K +30 +1%
VCM
569
Vavra Capital Management
Pennsylvania
$715K +$717K +2,856 New
PWM
570
Palumbo Wealth Management
New York
$714K +$716K +2,852 New
Two Sigma Securities
571
Two Sigma Securities
New York
$713K +$715K +2,848 New
Clearstead Advisors
572
Clearstead Advisors
Ohio
$707K +$54.5K +217 +8%
Transamerica Financial Advisors
573
Transamerica Financial Advisors
Florida
$704K +$278K +1,108 +65%
SHF
574
Stage Harbor Financial
Massachusetts
$701K -$144K -574 -17%
IAG
575
Investment Advisory Group
Massachusetts
$698K +$251 +1 +0%