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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
601
TrueWealth Advisors
Alabama
$226K -$131K -904 -37%
SPI
602
Sutton Place Investors
New York
$226K +$224K +1,546 New
SWM
603
Sugarloaf Wealth Management
Georgia
$224K +$145 +1 +0.1%
OL
604
Owen LaRue
Kentucky
$224K +$227K +1,562 New
CCM
605
Carlson Capital Management
Minnesota
$224K +$223K +1,535 New
CAAS
606
Capital Asset Advisory Services
Michigan
$219K +$96.6K +666 +80%
JEST
607
JTC Employer Solutions Trustee
Jersey
$219K – – –
TCM
608
TD Capital Management
Tennessee
$217K +$1.31K +9 +0.6%
BFA
609
Beaumont Financial Advisors
Massachusetts
$216K +$215K +1,479 New
TA
610
TKG Advisors
Indiana
$215K +$214K +1,475 New
NRI
611
NFP Retirement Inc
California
$214K +$213K +1,466 New
AFP
612
Advus Financial Partners
Florida
$213K +$212K +1,459 New
AA
613
Ancora Advisors
Ohio
$212K +$210K +1,449 +144,900%
Northern Trust
614
Northern Trust
Illinois
$211K -$23.5K -162 -10%
PFG
615
Peterson Financial Group
Iowa
$208K +$206K +1,423 New
AFP
616
Ausdal Financial Partners
Iowa
$208K +$206K +1,422 New
FDCC
617
Foster Dykema Cabot & Co
Massachusetts
$207K – – –
BC
618
Bartlett & Co
Ohio
$203K -$63.7K -439 -24%
BCWM
619
Bartlett & Co Wealth Management
Ohio
$203K -$63.7K -439 -24%
ACP
620
Aveo Capital Partners
Colorado
$203K +$202K +1,389 New
TWM
621
Tradition Wealth Management
Minnesota
$200K -$4.93K -34 -2%
NL
622
NKCFO LLC
Illinois
$175K +$174K +1,200 New
GWS
623
Glassman Wealth Services
Virginia
$171K – – –
CPG
624
Cornerstone Planning Group
New Jersey
$166K +$169K +1,162 New
HIA
625
Harbor Investment Advisory
Maryland
$163K +$1.6K +11 +1%