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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WB
576
Webster Bank
Connecticut
$42K
TFS
577
TrustCore Financial Services
Tennessee
$40K
Bessemer Group
578
Bessemer Group
New Jersey
$34K
PFO
579
Pathstone Family Office
New Jersey
$33K +$31K +202 New
AWA
580
Arkadios Wealth Advisors
Georgia
$33K +$31.9K +208 New
SFG
581
Sowa Financial Group
Rhode Island
$31K
PWM
582
Perigon Wealth Management
California
$31K +$29.1K +190 New
HCP
583
Hexagon Capital Partners
Arkansas
$28K
DTIM
584
Danda Trouve Investment Management
Kansas
$26K +$25K +163 New
HPC
585
HM Payson & Co
Maine
$24K
RCA
586
Ranch Capital Advisors
Florida
$24K
FFA
587
Freedman Financial Associates
Massachusetts
$24K +$23K +150 New
TA
588
Tectonic Advisors
Texas
$24K +$23K +150 New
CFN
589
Cordasco Financial Network
Florida
$21K
JFA
590
JNBA Financial Advisors
Minnesota
$21K
CT
591
Caldwell Trust
Florida
$19.7K
HI
592
Human Investing
Oregon
$19K
SIAG
593
Safeguard Investment Advisory Group
California
$18K +$17.2K +112 New
SFPG
594
Stonebridge Financial Planning Group
Florida
$16K
AWM
595
AllSquare Wealth Management
New York
$16K +$7.66K +50 +100%
CIR
596
Clear Investment Research
Georgia
$14K -$160K -1,042 -92%
DSC
597
Duncker Streett & Co
Missouri
$13K
S
598
SignatureFD
Georgia
$13K
BW
599
Bison Wealth
Georgia
$13K +$5.67K +37 +86%
AIL
600
AGF Investments LLC
Ontario, Canada
$12K -$6.89K -45 -38%