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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
601
Accelerate Investment Advisors
California
$949K -$103K -345 -11%
UFA
602
Unify Financial Advisors
Florida
$948K -$367K -1,230 -31%
Fisher Asset Management
603
Fisher Asset Management
Washington
$946K +$387K +1,298 +89%
FMWA
604
Forvis Mazars Wealth Advisors
Missouri
$946K +$77.9K +261 +10%
MCC
605
Money Concepts Capital
Florida
$938K +$108K +361 +15%
SVWAG
606
Sound View Wealth Advisors Group
Georgia
$938K +$48.6K +163 +6%
EWM
607
Elmwood Wealth Management
California
$936K -$29.8K -100 -4%
BB
608
Busey Bank
Illinois
$932K -$9.85K -33 -1%
STA
609
Summit Trail Advisors
New York
$928K +$16.4K +55 +2%
CFAM
610
Center For Asset Management
Florida
$927K -$31.9K -107 -4%
FWA
611
FSM Wealth Advisors
Ohio
$920K – – –
GVAG
612
Great Valley Advisor Group
Delaware
$919K -$88K -295 -10%
LF
613
Lee Financial
Texas
$914K -$8.06K -27 -1%
CA
614
Clearstead Advisors
Ohio
$909K +$8.36K +28 +1%
CWP
615
Cyndeo Wealth Partners
Florida
$909K +$28.3K +95 +4%
JFGIW
616
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$908K +$8.06K +27 +1%
OAS
617
Optivise Advisory Services
Tennessee
$905K +$788K +2,641 New
O3W
618
Omni 360 Wealth
New Jersey
$904K -$895 -3 -0.1%
DWM
619
Dakota Wealth Management
Florida
$882K +$47.7K +160 +7%
FFA
620
First Foundation Advisors
California
$877K +$74K +248 +11%
VPF
621
Vantage Point Financial
Illinois
$874K -$493K -1,653 -39%
FI
622
FWG Investments
Kentucky
$873K -$260K -871 -25%
IAS
623
Integrity Advisory Solutions
Texas
$872K +$187K +627 +33%
ECA
624
Elevated Capital Advisors
Utah
$868K +$30.4K +102 +4%
RFN
625
RDA Financial Network
Iowa
$866K +$754K +2,526 New